Retirement Planning

Personalized retirement planning to transition from accumulation to sustainable income and long-term security.

Get In Touch Call (434) 260-6742

Opens Mon at 9 AM

230 Court Square Ste. 201

5.0 ★ on Google (59 reviews) · Verified Mar 27, 2026

30+

Years serving clients since 1993

Multi-Generational

Family commitment to long-term integrity

Central Virginia

Offices in Charlottesville and Madison

No-Pressure

Approach focused on your understanding

Transition Confidently to Retirement Income

Customized to Your Situation

Retirement plans built specifically around your financial ability and goals, not one-size-fits-all solutions

Clear, Pressure-Free Guidance

Transparent advice with instant answers to questions and no pressure to adopt strategies you don't fully understand

Comprehensive Income Strategy

Coordinated approach addressing Social Security, pensions, distributions, and tax efficiency

Long-Term Partnership

Multi-generational firm committed to serving you through all stages of retirement with ongoing integrity

Greg Lohr

Founder & Principal Advisor

Over 30 years of experience in financial planning and wealth management

Greg Lohr founded Lohr & Company in 1993 with a vision to provide personalized, integrity-driven financial planning to Central Virginia families. With over 30 years of experience in wealth management and retirement planning, Greg has built a multi-generational firm now led alongside his son, Ethan Lohr, and advisor Stephanie. His client-first philosophy and commitment to long-term relationships have earned the firm a perfect 5.0-star rating and the trust of clients who have worked with him for decades.

What People Are Saying

★ ★ ★ ★ ★

“Lohr & Company has been taking care of our family's financial future for almost 20 years. It has been amazing through the years to see our retirement plan come into focus. They custom build a retirement plan that will fit your financial ability and need without the stress and confusion that bigger firms bring. No pressure or gimmicks, just solid advice and outstanding management.”

— Michael T.

★ ★ ★ ★ ★

“We recently retired and were looking for a knowledgeable financial advisor to help us manage our 401k assets and plan the best path forward for long term growth and future savings. Doing business with Greg, Ethan and Stephanie makes us feel like we have a financial partner on our side for the long term, and we couldn't be happier with our decision.”

— Teresa P.

★ ★ ★ ★ ★

“I cannot have imagined planning my retirement without Lohr & Company. I was terrified and excited at the same time. Ethan walked me through the process and changed my mind on several things for the best and I cannot thank them enough; amazing.”

— Brian W.

Read all 59 reviews on Google →

5.0 ★ avg rating · Verified Mar 27, 2026