Financial Advisors Of Virginia

Overview

Financial Advisors of Virginia is an independent, owner-operated Registered Investment Adviser organized as a limited liability company that focuses on individual and family clients and small businesses. The firm provides financial planning and discretionary and non-discretionary portfolio management while also operating as a registered representative of a broker-dealer and as an insurance broker. Its pricing mixes percentage-of-AUM fees with hourly and fixed-fee engagements, which supports both ongoing asset management and one-off planning work. Investment strategy centers on pooled public funds and mutual funds as the primary vehicle for client portfolios, supplemented by insurance products such as annuities for income and retirement solutions. The firm uses third-party managers to access alternative exposure in areas such as real estate, commodities and oil & gas. It is not positioned as a capital allocator or pension consultant, and it does not emphasize ESG investing or multi-state advisory operations.

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Location & Offices