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What You
Need

When You
Need It.

 

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What We Do

 
  • Help our clients define their financial goals and create attainable plans.
  • Serve our clients in a personal, professional and confidential manner, providing them with wealth management and financial planning services of the highest caliber.
  • Emphasize fundamental, long-term values and strategies that help clients stay focused and not be distracted by short-term fluctuations.
  • Minimize both the risk and the costs of investing.
  • Provide our clients with timely and comprehensive reports designed to inform them of their progress toward their financial objectives. These and other documents are available to clients 24/7.
  • Relieve our clients of as much of the work and worry in managing their accounts as they choose.

Financial Counselors of Virginia, Inc. is a Registered Investment Advisor headquartered in Portsmouth, VA. We provide fee-only financial planning services and investment advice to clients all over the Commonwealth and to several who have moved to far reaches of the world. We avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies; we do not sell any financial products. 
Please click here for a clarifying presentation from FCVA on the differences in brokers and RIAs.
You also may click here to download a brochure published by the Coalition on Investment Education describing the different types of services available and how you may choose the one most appropriate for your situation.

From their Private Virtual Office, our clients can access many of their documents, both financial and personal at any time day or night. Clients have access to our research and advice on the specific investments we recommend as well as opinions and articles from others that we think are important enough for our clients to read if they choose. Clients can post questions to their FCVA Advisor at any time. Those questions will be answered promptly and the dialogue remains as a permanent part of the Private Virtual Office for later reference. We are the only locally owned and operated professional Registered Investment Advisor that offers such a sophisticated and useful client tool. You can navigate to our Client's Corner page to take a demonstration tour of our Client Private Virtual Office.

We specialize in pre and post retirement planning, but we also work with people of all ages from all walks of life. You can engage us either on a one-time basis, on retainer or as needed. You receive personal attention. Whether you are building assets for the future— or seeking to protect, enjoy, and pass on those you already have— Financial Counselors of Virginia is ready to help with sound, professional advice.

Your financial objectives may include:

  • Creating and preserving personal wealth
  • Establishing charitable legacies
  • Maximizing wealth transfer
  • Minimizing the risk of financial catastrophe
  • Protection against inflation
  • Providing for a child's education
  • Reducing tax burdens
  • Increasing your peace of mind

Our services to help you reach your goals include:

  • Retirement planning strategies
  • Asset and investment management
  • Advice on employee stock options
  • Analysis of insurance needs
  • Cash-flow expense planning
  • College funding strategies
  • Estate planning guidance
  • Long-range and life-style planning
  • Lump-sum distribution advice
  • Superior Client Reporting and Document Retention
  • A second opinion on current financial planning and investments
You deserve to work with a wealth manager who places your interests first. We do not attempt to outperform some arbitrary market index as proof of our worth, rather, we strive to:

    "Make sure you have what you need

when you need it."           

If this makes sense to you, call, write, e-mail or come see us. We can help.

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You can contact us here and we also encourage you to tell a friend about us.

   355 Crawford Street
   Suite 802
   Portsmouth, VA 23704
   757 399 7499
   info@FCVA.net

Financial Counselors of VA is an independent Registered Investment Advisor based in Portsmouth, VA, providing
fee-only financial planning services and investment management advice to individuals and families since 1985.

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Copyright 2005-2007 by Financial Counselors of Virginia, Inc. All rights reserved.