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About us

RVA Wealth Management is an independent firm that takes a personalized approach to financial planning and wealth management that incorporates each client’s goals, assets and risk tolerance. Our in-house expertise is complemented by extensive market research enabling us to provide our clients with comprehensive and integrated investment management services.

Our Team

Your purpose is our passion


Our credentialed advisors have over 60 years of combined experience in the financial services industry, including 5 years working together as a team. In our office we pride ourselves on ethics, morals and family values. We combine those with our skills, education and experience to help meet our client’s financial goals and objectives.


Our Process

Success starts with a strategy.

We believe a strong planning process is the best way to create a pathway to success. At RVA Wealth Management we use a goal-focused planning process. If you don’t have a target, you can’t hit it. Another key feature of our financial planning process is that it is a true collaborative effort. 

We help our clients prepare thoughtfully, invest wisely and give generously.

At RVA Wealth Management we believe a strategy that looks beyond the day-to-day distractions of the financial markets and instead focuses on your long-term objectives is how planning should be done. 

Our Services

Contact RVAWM


We offer a complimentary consultation for all prospective clients to learn more about our firm and how we can help you define and reach your financial goals.

RVA Wealth Management

4050 Innslake Dr., Suite 155

Glen Allen, VA 23060
 Office: 804-497-2100

Fax: 804-612-3705

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RVA Wealth Management LLC ©2009 All rights reserved.

Securities: Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), which is an affiliate of Kestra IS. RVA Wealth Management is a member of Fusion Advisor Network, a platform of Kestra IS. Kestra IS and Kestra AS are not affiliated with RVA Wealth Management nor any other entities listed on this site. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures

This site is published for residents of the United States only. Registered representatives of Kestra IS and investment advisor representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 737-443-2582.

Any web site links referenced on this site are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

©2015 All rights reserved.