Virginia Estate and Retirement Planning

Looking For A Financial Planner Or Financial Advisor Richmond

2010-07-20T20:48:00.000-05:00

Why Virginia Estate and Retirement Planning Advisors, Inc.?

2009-10-30T12:21:00.007-05:00

An Educated Investor Is Our Best Client

As an investor, you can go anywhere for financial advice. Wall Street brokerages, giant insurance companies, and online discount brokers are vying for your business. But what type of firm should you trust? At Virginia Estate and Retirement Planning Advisors, Inc., we embrace our role as a fiduciary, a responsibility that means we must always act with your best interest in mind. As a fiduciary, we are different from traditional financial advisors who are brokers. It’s a distinction we are proud of and that benefits you:

•Unlike a broker, we are not licensed to sell you securities. We are a Registered Investment Advisor and only sell you our advice.

•You need not worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interest we have in serving you.

•We are an independent, privately owned firm with deep roots in the community.

•We don’t have a huge marketing budget and rely on referrals from our clients to grow our business, so we are directly motivated to please every client we serve.

•As an independent advisory, we choose financial products and services that are best suited for you – unbiased by the demands and sales quotas that could be imposed by a corporate parent.

•Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs.

•You receive personal attention and advice from professionals who come to know you.

Virginia Estate and Retirement Planning Advisors, Inc. serves the Commonwealth with offices in Richmond, Fredericksburg, and Newport News. Contact 800-279-3768 for more information or visit www.myverpa.com

Meet Our Team

2009-10-30T12:04:00.008-05:00

Thomas P. Marshall, MBA

A well-known financial educator, Thomas P. Marshall is President and Chief Investment Officer of Virginia Estate and Retirement Planning Advisors, Inc., an independent, fee-based financial planning and investment advisory firm. His expertise is helping retirees and those soon to retire avoid common, costly financial mistakes. Tom has advised over 800 retirees and pre-retirees, including past employees of the U.S. Government, Wyeth Pharmaceuticals, DuPont, CSX Corporation, Dominion Resources, Capital One Financial Corporation, and many others. He has been assisting investors for over 14 years.

Tom is the former Chief Investment Officer of Gradient Investments, where he pioneered the use of tactical asset allocation based on economic cycles. Tom has also served as investment manager at Hickory Venture Capital, a $200 million venture capital and private equity fund.

Tom earned his Master of Business Administration degree from Vanderbilt University and graduated with Distinction from the Virginia Military Institute where he was commissioned in the United States Army, Corps of Engineers. Tom is also a graduate of the Venture Capital Institute.

Tom has lectured widely on financial topics and is a former lecturer at Vanderbilt University. Tom and his wife Cassie have two sons and live in Richmond, Virginia.