Why FWM?

Learn why we're different from other financial advisors in Richmond, Va.
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Your Personal Chief Financial Officer

As your Personal CFO, you’ll get ongoing, comprehensive advice on your total financial picture and and not just your investments.
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We Help People Just Like You

We specialize in helping successful families aged 50 and over who are nearing retirement or currently retired.

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Independent Investment Committee

We collaborate with an independent investment committee and some of the brightest minds in the country because we believe complete objectivity is paramount to your investment experience.

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We Limit Our Client Base

Did you know that the average financial advisor has over 150 clients? This hardly leaves time to provide great advice and service. We limit our client base to 25 families per advisor because we believe relationships and advice are more important than transactions.

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Process Driven Client Experience

Our wealth management process is specifically designed to uncover all of your financial needs. We believe a better process leads to better results.

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Straightforward Pricing and Low Cost

While other financial advisors hide costs, we’re as transparent as possible and keep your costs low. Research shows that keeping your costs low has a direct impact on your portfolio performance long-term.

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We Guarantee Our Services

We’ll refund any fees you have paid us within the first 6 months of our relationship if you are unhappy with our services for any reason.

Get the Advice and

Services You Need

Simply complete this form and a financial advisor will contact you shortly to provide answers to all your financial questions.


 

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