- Locations
- Charlottesville, VA
Fee-Only Financial Planning in Charlottesville, VA
Your journey to financial clarity starts here in Charlottesville. Our independent financial advisors provide personalized wealth management, strategic tax planning, and investment guidance for individuals and families throughout Central Virginia.
- Your financial path
Build wealth with purpose
As your Charlottesville financial partner, we take time to understand your goals and values, creating strategies that align with your unique vision for the future. When you work with WealthCrossing, you benefit from:
Strategic tax planning integrated with investment management to keep more of your money working for you
Independent, fiduciary guidance focused solely on your best interests, not product sales
A collaborative team approach that coordinates all aspects of your financial life under one roof
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Help us get to know you.
- Client-centered solutions
Charlottesville wealth management services
Financial planning
We create clear financial roadmaps tailored to your life goals, helping you navigate important decisions about retirement, education funding, and legacy planning through thoughtful conversations and strategic guidance.
Investment management
Our team develops balanced investment portfolios focused on your specific needs and risk tolerance, monitoring market conditions and making strategic adjustments to help preserve and grow your wealth.
Tax strategies
Your dedicated advisors work year-round to reduce your tax burden, implementing efficient approaches for investments, retirement accounts, and wealth transfer plans.
- Trusted partners
Serving Charlottesville professionals and families
The Charlottesville community is home to successful professionals, business owners, and established families seeking trusted financial guidance. Our clients include pre- and post-retirees, entrepreneurs, and multi-generational families planning for the future.
While you focus on career success and family life, we help optimize your high income for both today and tomorrow. Our team develops strategies for managing equity compensation, maximizing retirement savings, and achieving your most important financial goals.
As you transition to retirement, we help create dependable income streams and navigate important decisions about Social Security, Medicare, and healthcare planning. Your investment strategy evolves with your changing lifestyle and goals.
For families focused on lasting impact, we implement tax-efficient wealth transfer strategies and establish meaningful charitable giving plans. Our advisors help you create and preserve a legacy that reflects your values.
- A client-focused team
Charlottesville personal financial advisors
Our Charlottesville team brings together dedicated advisors who work solely for you, not a large corporation. As fiduciaries, we provide objective guidance focused on your best interests, building lasting relationships through trust and clear communication.
- Regional reach
Serving Charlottesville and beyond
We serve clients throughout Central Virginia. Our connected team approach helps you receive consistent, smooth service in Charlottesville, Richmond, Northern Virginia, Virginia Beach, Middleburg, and beyond.
- A good place to start
Get in touch with a Charlottesville financial advisor today
What are your goals and how can we help? Let us know in the form below!