At Vernon Management Group, we are legally and ethically required to put your interests first. No commissions. No product sales. Just objective, personalized guidance from a family-run firm with nearly 30 years of experience serving Virginia families.
We are a fee-only fiduciary firm, which means we are compensated only by our clients and are legally bound to act in your best interest at all times. We don’t sell products. We don’t earn commissions. We provide independent, conflict-free financial guidance designed around your life, not a sales quota.
Based in Henrico, Virginia and serving clients nationwide, VMG has guided families, professionals, and retirees through every kind of market for nearly three decades.
A fiduciary is legally and ethically obligated to act in your best interest — not their own. Every recommendation we make is guided by one question: is this right for you? That’s not a marketing promise. It’s a legal standard we hold ourselves to every day.
We are paid only by you. Not by mutual fund companies. Not through hidden referral arrangements. Our fee structure is transparent and straightforward, so you always know exactly what you’re paying and exactly what you’re getting in return.
We offer a focused set of services designed to give clients complete confidence in their financial picture.
Disciplined, research-backed portfolio management tailored to your goals, time horizon, and actual risk tolerance. We actively monitor and adjust your investments so you don’t have to.
Comprehensive planning that addresses retirement readiness, cash flow, tax strategy, insurance, and estate considerations. Built around your life — not a generic template.
401(k), SEP IRA, and SIMPLE IRA solutions for business owners who want to offer competitive retirement benefits and plan for their own financial future.
We work best with individuals and families who are serious about their financial future and ready for a long-term relationship with an advisor who is genuinely invested in their success.
Building and protecting wealth across generations requires a strategy that evolves with your life. We help families navigate financial decisions with clarity and confidence.
Whether you’re approaching retirement or already in it, we help you build a plan that supports the life you’ve worked for — without outliving your assets.
Busy professionals need an advisor who stays proactive so they don’t have to. We manage your portfolio and financial plan so you can stay focused on your career.
Every client relationship starts with a conversation. From there, we build a clear, personalized plan and stay by your side as life and markets evolve.
We start by understanding your full financial picture: your goals, your concerns, your timeline, and what financial security means to you personally.
We analyze your situation and build a customized financial and investment plan designed specifically around your goals and risk tolerance.
We put your plan to work. We coordinate the details, make the moves, and manage the complexity so you don’t have to.
Life changes. Markets change. We revisit and adjust your plan regularly so it stays aligned with where you are and where you’re going.
Rusty Vernon founded VMG in 1996. That’s nearly three decades of guiding clients through bull markets, recessions, and everything in between. Experience you can trust.
VMG is led by Rusty and his two sons, Adam and Jacob. When you work with us, you’re not handed off to a junior associate. You work with the family — and we stay invested in your success for the long haul.
We’re headquartered in Henrico, VA and deeply connected to the Richmond community. We also serve clients across the country using secure technology and virtual meetings.
It means we are paid solely by our clients and never through commissions, product sales, or third-party referral fees. Our compensation is fully transparent and tied directly to serving you.
A fiduciary is legally required to act in your best interest at all times. Many financial advisors operate under a lesser ‘suitability’ standard, which only requires recommendations to be ‘suitable’ and not necessarily optimal for you. VMG holds itself to the higher fiduciary standard.
We work best with individuals and families who have $200,000 or more in investable assets. We’re happy to discuss your specific situation during a complimentary consultation.
Your assets are held by Charles Schwab, a leading independent custodian. VMG manages your investments on your behalf but never takes custody of your funds.
Yes. While we are rooted in the Richmond, Virginia area, we serve clients nationwide using secure digital technology and virtual meetings.
Schedule a complimentary consultation with the VMG team. We’ll listen first, then talk about what a plan designed around your life could look like.
