Financial Advisors
Richmond, VA
Manuka Financial is a fee-only financial advisory firm specializing in retirement planning and comprehensive financial strategy for high-net-worth individuals and families. Founded by two experienced advisors with 20+ years of combined expertise and multiple professional designations, they provide personalized tax, investment, and retirement planning using a transparent flat-fee model rather than asset-based percentages. They manage $218M in assets for 53 active households and serve clients virtually nationwide from their Richmond, VA office.
Ideal for: High-net-worth retirees and pre-retirees, individuals with complex tax situations, families seeking comprehensive financial planning, investors who prefer flat fees over asset-based pricing
Service area: Richmond, VA and nationwide (virtual)
Flat-Fee Pricing Model: Charges a simple bracket-based flat fee instead of a percentage of assets under management, eliminating escalating costs as your portfolio grows.
Selective Client Base: Intentionally limits the number of clients to ensure high-touch, proactive service and strong advisory relationships for each household.
Comprehensive Planning Approach: Combines retirement planning, tax strategy, investment management, and life transition guidance to address clients' most pressing financial questions.
Address: 3910 W Franklin St, Richmond, VA 23221
Phone: (804) 293-0397
Website: manukafinancial.com
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