At Old Dominion, we believe that financial wellness plays a crucial role in bringing balance to your life or business as a whole. By helping you approach your monetary concerns and goals with confidence, we want to give you a more positive outlook not only on your finances, but on the rest of your life.
Our passion is found in giving people financial confidence about their finances. To accomplish this, we ensure that we understand who you are, where you’ve come from and where you want to go. The more we understand you, the more effective our planning will be.
We want you to experience:
At Old Dominion, we combine the personal approach of a family-owned business with the powerful, industry-leading resources you would expect in a larger firm. You can be confident knowing that we will draw on our decades of experience to ensure that you are receiving the careful planning you deserve.
A feeling of security is key whenever you decide to partner with a financial planner. To this end, we’re here to tell you that our #1 concern is that you are taken care of. We are passionate about helping you, not selling a product. For over thirty years, individuals like you have entrusted us with their planning needs and have experienced the security of having a trusted partner.
To us, you’re not just another client — you deserve support that is thoughtful, caring and prompt. We find our satisfaction in making sure your needs are taken care, which is why our team is always ready to respond to your thoughts and concerns. No matter what twists and turns life may take, you can depend on us.
Meet Our Team
You can consider us a part of your team. The customized planning advise you receive from us comes from a genuine desire to see you succeed. As a family-owned firm, we understand the importance of honesty, respect and hard work.
Who We Serve
Our team provides a range of powerful strategies and resources for individuals and business owners in all phases of life. But whether you’re a business owner or retiree, you can always expect to be treated with the high level of service and care that we subscribe to.
We're ready to be your team.
Our team would be happy to take the first step in getting to know you better. From there, we can partner with you to help you pursue your long-term goals.