Financial Advisors
Moseley, VA
Swift Creek Wealth Management is an independent, fee-only registered investment advisory firm founded by John Hopkins, a financial planner with over a decade of experience since 2012. They specialize in comprehensive financial planning, asset management, and retirement planning for clients in the Chesterfield and Richmond areas. Operating on a fee-only model with no commissions, they offer three service tiers: financial planning for self-directed investors, professional asset management, or a combined approach with ongoing guidance.
Ideal for: Self-directed investors seeking planning guidance, retirees managing wealth, comprehensive financial planning clients, high-net-worth individuals in central Virginia
Service area: Chesterfield, Richmond, and surrounding areas of Virginia
Fee-Only Model: Swift Creek operates on a fee-only basis with no commissions or quotas, ensuring client interests are prioritized without conflicts of interest.
Flexible Service Options: They offer three distinct service tiers—financial planning alone, asset management alone, or a comprehensive combination—allowing clients to choose the level of support that matches their needs and expertise.
Experienced Leadership: Founder John Hopkins brings 12+ years of financial planning experience, prior work with Vanguard, and a 20-year background in U.S. Navy leadership.
Address: 4211 Otterburn Rd, Moseley, VA 23120
Phone: (804) 464-3593
Website: swiftcreekwealthmanagement.com
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