Start a conversation.
An introductory call is complimentary and confidential. We'll listen first, and tell you honestly whether we're the right fit.
- 804.977.3218
- 14361 Sommerville Ct, Suite 101, Midlothian, VA 23113
- Monday — Thursday, 8:30am — 5:00pm ET · By appointment
Reach our team directly
Before you call.
What is your minimum?
We work with families whose total investable assets are typically $1M and above. Exceptions are made for clients in transition — sale of a business, inheritance, or a meaningful liquidity event in the next 12 months.
How are you paid?
Fee-only. A single asset-based fee covers planning, investment management, and ongoing advice. We accept no commissions, referral fees, or third-party compensation. Your specific fees are set out in your investment management agreement. Our general advisory fee structure is described in our Form ADV Part 2A.
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.
How often will we meet?
Most clients meet formally twice a year — typically in spring after tax season, and in fall before year-end planning. Ad-hoc calls and emails are unlimited and never billed.
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.
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.