Financial Advisors
· Charlottesville, VA
Published in partnership with United Wealth Management, LLC
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United Wealth Management is a fee-only, independent Registered Investment Advisor specializing in PRAP Management and comprehensive financial life planning for United Airlines pilots. Founded in 2005 by Captain Alan Bewley (CRPC) and partnered with CFP Dan Lohmar, the firm is uniquely qualified because both advisors are active United pilots who understand the specific financial challenges pilots face—from contract changes to retirement planning. They manage globally diversified portfolios using Dimensional Fund Advisors funds and take a life-centered approach that connects investments to clients' personal goals and life ambitions.
Best for: United Airlines pilots, Airline industry professionals, High-income earners with complex retirement planning needs, Pilots seeking advisor who understands aviation career transitions
Service area: United Airlines Pilot Community, Charlottesville VA and nationwide
Advisors Are United Pilots: Both principals are active United Airlines pilots with deep personal experience under the same contract and benefits as their clients, enabling authentic understanding of pilot-specific financial challenges.
Specialized PRAP Expertise: Focused expertise in United pilot retirement accounts (PRAP) combined with comprehensive financial life planning that connects money to personal goals and life ambitions.
Elite DFA Partnership: Selected as part of less than 6% of advisors nationwide to work with Dimensional Fund Advisors, using evidence-based investment philosophy rooted in Nobel-winning research.
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Phone: (434) 923-8112
Address: 818 Village Rd, Charlottesville, VA 22903 (Get directions)
Website: unitedwealthmanagement.com