Your purpose is our passion.

As founder and retirement planning specialist at RVA Wealth Management, David focuses on asset protection and growth, helping his clients to manage income flow and enjoy their retirement years. David has worked in the financial services...

Whether 10 years away from retirement, or 10 years into it, everyone wonders, “Will I have enough?” Mike Smith is a Certified Financial Planner and wealth manager with the skills to help clients answer this question with anticipation...

Achieving successful outcomes in retirement takes careful planning and thoughtful design. A financial planning process that is intentional, transparent, and disciplined helps individuals and families work toward their life goals while...

John works with RVA Wealth Management’s Advisors in developing, monitoring and tracking clients’ financial plans. John got his start in Chicago in the late 1980s and has over four decades of experience in the financial services industry...

Kevin Mautte is a CERTIFIED FINANCIAL PLANNER® serving clients in the Greater Richmond Region of Virginia. He specializes in providing comprehensive financial planning with an emphasis on clear, easy-to-understand financial education and...

Financial planning should give clients the confidence to make informed decisions about their financial future. Jared believes that this comes from having a comprehensive, customized plan that connects the different pieces of a client’s...

As a Certified Financial Planner with over 25 years of experience, I am committed to helping our clients and families achieve their desired financial outcomes. I believe comprehensive financial planning is the foundation for building...

Robbie believes that exceptional client service begins with thoughtful planning, strong organization, and attention to detail behind the scenes. Since co-founding RVA Wealth Management with her husband, David, 16 years ago, she has...

Caroline has been a valued member of our team since 2021, supporting client communications, service requests, and account processing. Many of our clients have come to know her through her dedication to delivering exceptional service and...

For Andrea, the relationship always comes first. Understanding a client’s life and goals matters just as much as understanding their portfolio. As Operations and Client Service Coordinator, Andrea handles client service and all the...