Virginia Asset Management

Virginia Asset Management (VAM) is a financial services firm dedicated to helping individuals, families, businesses, and organizations work towards financial independence. We are committed to fostering lifelong relationships with our clients, built on helping them achieve their financial goals. Our team of experienced professionals works collaboratively to provide clients with a comprehensive, team-oriented approach to financial planning.

Meet the Team

Our team at VAM is made up of dedicated professionals with a wide range of expertise in the financial services industry. Our team members are committed to continual development, allowing us to provide our clients with the most up-to-date and relevant financial advice. We believe that building strong relationships with our clients is key to helping them achieve their financial goals.

Our Approach

At VAM, we take a team-oriented, fiduciary approach to financial planning. We believe that every client deserves a customized financial plan that is tailored to their unique needs and goals. Our approach is designed to provide clients with the guidance they need to make informed decisions about their financial future. We work closely with our clients to help them understand their options and to develop a plan that aligns with their values and goals.

Private Client Services

At VAM, we offer a wide range of private client services designed to help individuals and families achieve their financial goals. Our services include retirement planning, investment management, estate planning, tax planning, and insurance planning. We work closely with our clients to help them build a solid financial foundation that will support their long-term financial goals.

Business Services

At VAM, we also offer a wide range of business services designed to help business owners focus on what matters most - running their business and living their lives. Our business services include retirement plan consulting, investment management, succession planning, and employee benefits consulting. We work closely with business owners to help them develop a comprehensive financial plan that aligns with their business goals and personal values.

Join the Team

At VAM, we are always looking for talented and motivated professionals to join our team. If you are an advisor searching for a different opportunity, we offer a fully resourced team and a uniquely specialized suite of services. Our advisors have the flexibility to design their business and service their clients on their terms, while having access to knowledge that is key to our industry. If you are ready to become your own boss and build your business, we want to hear from you.

Resources

At VAM, we are committed to providing our clients with the resources they need to make informed decisions about their financial future. Our resource library includes a wide range of articles, calculators, and videos designed to help our clients understand the financial planning process and make informed decisions about their financial future.

Events

At VAM, we believe that education is key to financial success. That's why we offer a wide range of educational events designed to help our clients stay informed about the latest trends and developments in the financial services industry. Our events include webinars, seminars, and workshops, all designed to help our clients stay informed and make informed decisions about their financial future.

At VAM, we are committed to providing our clients with the guidance they need to achieve their financial goals. We believe that building strong relationships with our clients is key to helping them achieve their financial goals. That's why we take a team-oriented, fiduciary approach to financial planning, providing our clients with the guidance they need to make informed decisions about their financial future. Contact us today to learn more about how we can help you achieve your financial goals.