Education Planning

529 college savings plan management, financial aid strategy, and education funding projections to help families prepare for rising education costs.

Schedule Consultation Call (434) 979-4822

Opens today at 8 AM

408 E Market St # 202 · Parking: Metered street parking and public garages nearby in downtown Charlottesville

CERTIFIED

CFP® Professionals

Fiduciary

Standard of Care

Comprehensive

Planning Approach

Customized

Family Strategies

Why Families Choose Petrichor for Education Planning

Stop Stressing About Rising College Costs

Get a clear, realistic plan for funding education expenses without sacrificing your retirement or family's financial security.

Maximize Every Tax Advantage

Optimize state tax deductions, federal tax-free growth, and strategic contribution timing to keep more of your money working for your family.

Navigate Financial Aid with Confidence

Understand exactly how your savings and income affect aid eligibility and position your family to maximize available assistance.

Make College Affordable Without Excessive Debt

Build a funding strategy that combines smart savings, financial aid, and realistic family contributions — minimizing student loan burdens.

Personalized Strategy for Your Family

Whether you have one child or four, private school or public university goals, get a customized plan that fits your timeline and values.

Integrated Financial Planning

Ensure education funding works alongside retirement planning, home ownership, and other wealth-building goals — not against them.

Jason Statuta

Managing Director, Wealth Advisor

Jason Statuta is the Managing Director and Wealth Advisor at Petrichor Wealth Management, a fee-only fiduciary advisory firm he founded in Charlottesville, Virginia. Jason specializes in comprehensive financial planning for individuals and families navigating complex life transitions, including retirement, education funding, tax strategy, and estate coordination. His approach emphasizes transparency, long-term relationships, and objective advice free from commissions or conflicts of interest.

What People Are Saying

★ ★ ★ ★ ★

“We came to Petrichor overwhelmed by college costs with three kids ranging from 2 to 12 years old. They created a realistic plan showing exactly how much we needed to save monthly, helped us choose the right 529 plan for our state's tax benefits, and most importantly, showed us we could fund education without destroying our retirement. Two years in, we're ahead of target and sleep better at night.”

— Jennifer M.

★ ★ ★ ★ ★

“As a grandparent wanting to help with my grandchildren's education, I didn't understand 529 plans or the gift tax implications. Petrichor explained everything clearly, helped me set up 529 accounts that benefit my grandkids while reducing my estate, and coordinated with my kids' own education savings so we weren't duplicating efforts. Exactly the guidance I needed.”

— David L.

★ ★ ★ ★ ★

“I thought we'd started too late with our daughter entering 10th grade and minimal college savings. Petrichor's education planning showed us how to optimize financial aid, identified schools where she'd likely receive merit scholarships, and created a two-year savings sprint that made a real difference. She's now a college sophomore with manageable debt thanks to their strategic approach.”

— Maria R.