Lohr

What We Do

Lohr & Company provides comprehensive wealth management services to individuals and families in Charlottesville and surrounding areas. We specialize in retirement planning, wealth management, and generational wealth management. Our experienced team works with you to create a personalized financial plan that aligns with your unique goals, values, and risk tolerance.

Our Process: Simple and Effective

Our process is designed to be transparent and collaborative. We take the time to understand your individual needs and aspirations. We then develop a comprehensive plan that outlines your financial goals and steps to achieve them.

Step 1: Discovery & Fact-finding

• We learn about your current financial situation, goals, and risk tolerance.
• We discuss your financial habits and spending patterns.
• We assess your investments and retirement accounts.

Step 2: Strategy Development

• We create a personalized investment strategy based on your goals and risk tolerance.
• We address specific concerns like estate planning, tax optimization, and retirement planning.
• We provide clear and understandable recommendations with alternative options to consider.

Step 3: Implementation & Action

• We assign roles and responsibilities for executing your financial plan.
• We guide you through the implementation process and ensure you feel comfortable every step of the way.

Who We Serve

We work with individuals and families at different stages of their financial journeys. Our clients are:

• Retirees and pre-retirees: Planning for your post-career life and ensuring a secure financial future.
• Young professionals: Establishing strong financial habits and building wealth early on.
• Entrepreneurs: Protecting your business assets and planning for the future.
• Families: Balancing your financial goals with the needs of your loved ones.

Our Mission

Our mission is to empower you to make wise financial decisions and achieve your long-term goals. We are committed to providing:

• Personalized and attentive service
• Transparent and clear communication
• A customized and comprehensive financial plan
• Ongoing support and guidance

Get Started Today

If you're ready to take control of your financial future, contact us to schedule a consultation and learn how Lohr & Company can help you achieve your financial goals.