Fiduciary Wealth Manager in Richmond, VA
Guiding Your Financial Journey with Expertise and Integrity
At Vernon Management Group, we provide comprehensive financial planning and investment management services tailored to your unique goals. As fee-only fiduciary advisors, your best interests are always our priority.
Book Your Complimentary ConsultationYour Trusted Partner in Financial Success
We are dedicated to understanding your aspirations and crafting strategies that help you achieve them. Our client-first approach as financial advisors in Henrico, VA ensures your best interests are always our priority.
Personalized Financial Strategies
Tailored financial planning that reflects your individual needs and long-term financial goals.
Proactive Investment Management
Our financial professionals monitor and adjust your portfolio diversification to keep your plan on track.
Transparent, Fee-Only Advice
Objective personalized financial advice free from commission-based conflicts.
Our Commitment: Fiduciary & Fee-Only
Our financial advisory firm prides itself on transparency and unwavering client focus.
We Are Fiduciaries
At Vernon Management Group, acting as fiduciaries means we are legally, ethically, and financially committed to prioritizing your financial well-being. This role drives us to focus on your needs with steadfast integrity, ensuring you receive clear guidance, beneficial decision-making, and the highest asset and financial management standards.
We Are Fee-Only
Some wealth management firms earn hidden kick-backs by steering clients into high-cost investment products. At Vernon, we approach client investments differently. We’re fee-only wealth advisors, so we never accept third-party incentives.
Serving a Diverse Clientele in Richmond, Virginia & Beyond
Vernon Management Group is proudly headquartered in Henrico, Virginia, a thriving suburb of Richmond that serves as the foundation of our operations. From our office, we combine deep local Virginia roots with a nationwide reach, providing trusted asset management solutions with secure, modern technologies.
Small Business Owners
Managing a small business is endless work, so let Vernon take over financial planning so that you can focus on what you do best. While you secure the health of your business, we'll guide you to financial freedom in the future.
Families & Individuals
Ensure you can maintain financial health for the short and long term with our tailored financial management and planning services. Our collaborative financial planning can help you build your financial freedom while navigating market downturns.
Pre-Retirees & Retirees
Thoughtful retirement planning is just as important in retirement as it is early on. We'll help you identify retirement income planning that keeps you comfortable throughout your golden years.
Professionals
If you're a busy working professional, our financial services team can remove the stress and time-consuming nature of investment management. Vernon Management Group will focus on your financial security while you do what you do best.
Our Comprehensive Financial Services
Our financial advisory firm prides itself on transparency and unwavering client focus.
Investment Management
Tailored investment strategies designed to grow and protect your wealth and are aligned with your goals and risk tolerance.
Retirement & Financial Planning
Comprehensive financial planning for financial confidence, retirement readiness, cash flow, taxes, insurance, and more.
Small Business Retirement Plans
Explore tailored financial solutions like 401(k)s, SEP IRAs, and SIMPLE IRAs to suit your company’s needs and benefit your team.
Secure Your Future, Attract Top Talent
A robust retirement plan helps employees save and gives you an edge in hiring and retention.
Ready to Take Control of Your Financial Future?
Let’s discuss how our expert financial planning and investment
advice can help you achieve your goals.
Vernon Management Group FAQ
Is There a Difference Between a Financial Advisor and a Wealth Manager?
Yes, there is a difference. A financial advisor focuses on specific financial needs, while a wealth manager takes a holistic approach. VMG is a fiduciary financial advisor, which means we are legally required to make financial decisions for you that align with your best interests.
How Is Vernon Management Group Compensated?
VMG is compensated through client fees from assets under management. You pay us to make the best decisions for you, so your satisfaction is our top priority. Our wealth planning strategies do not involve third-party interests or kickbacks.
Is It Worth Paying a Wealth Manager?
Well, we have an admitted bias, but yes. Backed by nearly 30 years of industry experience, we know we can help clients with risk mitigation, estate planning, navigating tax laws, avoiding under-saving for retirement, and identifying overspending. We recommend scheduling a consultation to find out how we can help you diversify and budget so that you can secure your legacy.
Who Is Your Custodian?
At Vernon Management Group, we mainly collaborate with Charles Schwab as our custodian, providing our clients with access to a wide range of robust and cost-effective financial products and services.