Virginia Estate and Retirement Planning Advisors, Inc.

Overview

Virginia Estate and Retirement Planning Advisors, Inc. is an independent, Virginia-registered advisory corporation that focuses on serving individual and family clients. The firm is owned by an individual and functions as a capital allocator, meaning it places client capital with outside managers and investment vehicles in addition to managing portfolios directly. Core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not present itself as an active ESG investor and operates as a single-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices