Explore Financial Advisors Serving Charlottesville, VA

Chase Investment Counsel is a Charlottesville-based wealth management firm offering personalized investment advisory services since 1957. Specializing in active portfolio management and long-term financial planning, we serve individuals and families through customized strategies that combine fundamental research with technical market analysis. Our client-centric approach focuses on transparent fee structures and direct access to experienced investment professionals.

Marotta On Money is a fee-only fiduciary financial advisory firm offering comprehensive wealth management services including investment planning, tax optimization, retirement analysis, and intergenerational wealth transfer. We serve clients locally in Charlottesville, VA, and across the United States through personalized asset allocation strategies and transparent reporting. Our commitment to fiduciary excellence ensures clients receive unbiased advice aligned with their long-term financial goals.

Lohr & Company & Company provides personalized financial planning and retirement services in Central Virginia. With over 30 years of experience, we help clients build secure financial futures through customized retirement plans and wealth management strategies. Our client-centric approach emphasizes transparency, ethical guidance, and long-term partnerships.

Foxhaven Asset Management specializes in long-term strategic investment management, focusing on equities and private investments. We serve clients seeking disciplined, fundamentals-driven portfolio growth through expertise in telecommunications, media, consumer sectors, and industrials. Our approach combines rigorous analysis with ethical standards to deliver sustainable returns.