Vernon Management Group was founded in 1996 by Rusty Vernon with a simple conviction: families deserve objective financial guidance from an advisor who is legally bound to act in their interest, not one who earns commissions on the products they sell.
Nearly three decades later, that conviction still drives everything we do. VMG is still family-run. Still fee-only. Still a fiduciary. And still deeply committed to the clients who have trusted us with their financial futures.
Rusty Vernon started VMG in 1996 after recognizing a gap in the market: most financial advisory firms were built around product sales, not client outcomes. He set out to build something different. A fee-only, fiduciary firm where every recommendation was made with one question in mind: is this the right move for this client?
Over the years, VMG grew into a multi-generational practice. Rusty’s sons, Adam and Jacob, joined the firm and brought new capabilities, fresh perspective, and the same commitment to client-first service that has defined VMG since day one.
Today, VMG is headquartered in Henrico, Virginia, a community we know well and are proud to serve. We work with clients across the Richmond metro area and nationwide, combining the personal touch of a family-run firm with the reach and technology of a modern advisory practice.
When you work with VMG, you work with the family. You’re not handed off to a call center or a rotating roster of associates. You build a relationship with the people who are responsible for your financial future.
President & Chief Investment Officer
President & Chief Investment Officer
Rusty founded Vernon Management Group in 1996 and has spent nearly three decades guiding Virginia families through every kind of market: bull runs, recessions, and everything in between. As a Richmond native with deep roots in the community, he brings a level of local knowledge and long-term perspective that larger firms simply cannot replicate.
Rusty leads VMG’s investment strategy and oversees all client relationships, working alongside Adam and Jacob to deliver the level of personal service that has defined VMG for nearly 30 years.
Investment Advisor Representative
Investment Advisor Representative
Adam supports VMG’s portfolio development and comprehensive financial planning work, while also helping drive the day-to-day operations of the firm. He brings a diligent, client-centered approach to every relationship, with a focus on making sure each client’s plan reflects their specific goals and evolves with their life.
Investment Advisor Representative
Investment Advisor Representative
Jacob focuses on research, model portfolio implementation, retirement planning, and investment management. His work ensures that VMG’s investment process remains disciplined, well-researched, and aligned with each client’s strategy. Jacob is committed to helping clients grow and protect capital with care and long-term perspective.
We are legally and ethically required to act in your best interest at all times. This is not optional and it is not situational. It is the foundation of every decision we make on your behalf.
We are paid only by our clients. We never accept commissions, referral fees, or third-party compensation of any kind. Our interests are fully aligned with yours.
We do not believe in cookie-cutter portfolios or bucketed investment models. Every client receives a strategy built around their specific values, goals, and actual risk tolerance.
We measure our success by the strength of our client relationships, not transaction volume. Most of our clients have been with us for years, many for decades.That continuity is something we are proud of and committed to preserving.
We start by listening. We want to understand your complete financial picture, your goals, your concerns, and what financial security means to you personally.
We analyze your situation and build a tailored financial and investment plan. Not a template. A plan designed specifically around your life.
We coordinate the details and put your plan into action. We handle the complexity so you don’t have to.
We meet regularly to review your plan, discuss any changes in your life or goals, and make adjustments as needed. A plan is only as good as the attention paid to it over time.
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.
