Financial Advisors
Richmond, VA
Virginia Estate and Retirement Planning Advisors, Inc. is an independent Registered Investment Advisor (RIA) in Richmond specializing in comprehensive financial planning, investment management, tax strategy, and estate planning. As a fiduciary firm, they prioritize clients' best interests over sales commissions and offer personalized advice from professionals who take time to understand each client's unique situation. Their fee-only model and independent status mean they recommend products and strategies based solely on what's best for you, not corporate sales quotas.
Ideal for: High-net-worth individuals, retirees and pre-retirees, estate planning-focused families, business owners seeking tax strategy
Service area: Richmond, VA and surrounding areas
True Fiduciary RIA Model: As a Registered Investment Advisor, they are legally required to act as fiduciaries and fully disclose conflicts of interest. They do not sell securities, only provide advice—eliminating the commission-driven incentives found at traditional brokerages.
Independent & Community-Rooted: Privately owned with deep local roots, they rely on client referrals rather than corporate marketing budgets, ensuring direct accountability to serve each client exceptionally well.
Comprehensive Planning Approach: They integrate financial planning, investment management, tax reduction strategies, and estate planning into one cohesive strategy tailored to your life stage and goals.
Address: 919 E Main St Suite 1000, Richmond, VA 23219
Phone: (804) 589-5989
Website: myverpa.com
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