Contact Us
Let’s take this conversation to a more personal level.
Have Us Contact You
Schedule a Conversation
If you’re looking for thoughtful financial guidance and a long-term relationship built on trust, we’d be happy to connect. This is not a sales meeting. It’s a chance to talk through your situation, ask questions, and see if we’re a good fit to work together.
- No pressure or obligation
- Clear, straightforward conversation
- Focused on your goals and questions
Who We Typically Work With
- Individuals and couples approaching or in retirement
- Business owners and 1099 professionals
- Professionals with growing or complex financial lives
- Families seeking long-term planning and investment guidance
If that sounds like you, this initial conversation is a good place to start.
Ways to Get Started
Schedule a Call
The easiest way to get started is to schedule a time that works for you.
Send Us a Message
Prefer to start with a message? Fill out the form below and we’ll reach out shortly.
Local or Remote — Whatever Works Best
Our office is located at 544 S Main St in Harrisonburg, Virginia, just minutes from JMU. We work with clients throughout Virginia, across many states, and internationally. In certain cases, there may be limitations based on custodian policies in specific countries.
Why Clients Choose to Work With Us
- Fiduciary focus aligned with your best interest
- Personalized financial planning — not one-size-fits-all
- Long-term relationships focused on clarity and outcomes
Local presence with the ability to serve clients anywhere (in certain cases, there may be limitations based on custodian policies in specific countries)
Your Information
Your information is always kept confidential and used only to respond to your inquiry.
You can also reach us directly at (540) 801-8000.
We look forward to connecting with you.(Privacy is very important to us: your personal information is always protected.)
We are located at
544 S Main St, Harrisonburg, VA 22801