Financial Advisors
Richmond, VA
RBC Wealth Management's Richmond branch has served Virginia's wealth management needs since 1904, offering comprehensive financial advisory services including retirement planning, portfolio management, estate planning, education funding, and company stock option planning. Led by experienced advisors with over 500 years of combined experience, the firm specializes in creating customized wealth plans tailored to individual client needs across multiple life stages and economic cycles. As part of a globally respected financial institution with fiscal strength and a fiduciary commitment to client interests, they provide full-service investment management backed by extensive resources and expertise.
Ideal for: High-net-worth individuals, business owners planning succession, retirees seeking income planning, inheritance recipients, families with education funding needs
Service area: Richmond, Virginia and surrounding areas
Established Local History: Operating in Richmond since 1904 with deep community roots, providing continuity and proven expertise through multiple economic cycles.
Experienced Advisory Team: Team members combine over 500 years of collective experience, led by CFP and CPFA certified professionals who focus on building long-term client relationships.
Comprehensive Wealth Services: Offers a full range of services including retirement planning, portfolio management, estate planning, education funding, and business succession planning all under one firm.
Address: 919 E Main St Suite 2000, Richmond, VA 23219
Phone: (804) 225-1400
Website: us.rbcwealthmanagement.com
Looking for more options?
See more Financial Advisors in Richmond →