
Our fiduciary planning team helps people nearing or recently retired make smart decisions about retirement income, taxes, investments, and healthcare.
We start with a complimentary 20-minute conversation. Tell us a little about yourself and what’s on your mind, and we’ll answer your questions and help you decide whether a next step makes sense.

Here are answers to a few common questions.
Both. We serve clients throughout Virginia and nationwide, with the option to meet virtually.
We do our best work with people looking for a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option. If you need help locating a financial planner who offers these fee options, send us a note and we will do our best to get you in the right hands.
Three things set our firm apart:
1) We focus on retirement. We help people nearing or recently retired make smart decisions about income, taxes, investments, healthcare, and estate planning.
2) We bring everything together. Our SmartWealth System™ helps answer when you can retire, how much you can spend, how to keep taxes low, and what to do next as things change.
3) We stay on top of the details. You'll work with a fiduciary planning team, including CFP® professionals, who will keep your plan current and recommend changes as life, markets, and tax laws change.
We may be a good fit if you’re nearing or recently retired and want help answering questions like:
When can I retire?
How much can I spend?
How can I create reliable retirement income?
How can I pay less in taxes?
How should I invest in retirement?
How do I protect myself from a market crash?
Talk with a fiduciary advisor about where you are, what’s on your mind, and what you want help with.
Talk with a Fiduciary Advisor