A small firm, by design.
Independent, fiduciary wealth management for families across generations.
Meet our teamOur approach
A small number of families, served well.
Palladian Asset Management was built around a simple idea: that a small number of families, served well, is a better way to do this work. We are advisors, fiduciaries, and long-term partners — not a sales channel.
Explore our services
Four principles that don't move.
Markets change. Tax codes change. Client circumstances change. The principles we use to navigate them shouldn't.
I
Independence
We are a fee-only investment adviser committed to acting in our clients' best interests. We do not offer proprietary products or earn commissions in connection with the investment advisory services we provide. Advisory services are provided through Savvy Advisors, Inc., which is registered as a fee-based investment adviser.
II
Transparency
Plain language, plain pricing, plain reporting. You should understand every position in your portfolio and every fee you pay. If you don't, we haven't done our job.
III
Stewardship
Wealth is borrowed from the next generation. We invest, plan, and communicate as if every decision will be reviewed by the heirs you have not yet met.
IV
Discipline
The hardest part of investing is doing nothing when nothing should be done. We design plans that can be held through cycles — and we hold them.
Meet the people behind Palladian
Based in Midlothian, Virginia
Serving families across the Richmond area and beyond. Most meetings happen by video; we travel to clients when the conversation calls for it.
Phone804.977.3218
HoursMonday — Thursday, 8:30am — 5:00pm ET
By appointment
By appointment
The right fit matters. Let's find out if we are one.
Schedule a consultationFAQ
How is Palladian Asset Management related to Savvy Advisors?
The financial professionals with Palladian Asset Management are investment advisor representatives with Savvy Advisors, Inc. ("Savvy Advisors"). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission ("SEC"). Palladian Asset Management is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors.
Are you a fiduciary?
Yes. Through Savvy Advisors, Inc. — the SEC-registered investment advisory entity through which all advisory services are provided — we are required by law to act in your best interest. This fiduciary obligation applies to the advisory accounts we manage on your behalf.
Where are client assets held?
All client assets are custodied at Charles Schwab. We never take possession of client funds. Schwab provides independent statements, online access, and regulatory protections.
Where is your office?
Our office is at 14361 Sommerville Ct, Suite 101, Midlothian, VA 23113. We're available Monday through Thursday, 8:30am to 5:00pm ET, by appointment.
Do you work with clients outside Virginia?
Yes. While our office is in the Richmond area, we serve clients across the United States. Most meetings happen by video; we travel to clients when the conversation calls for it.