Experienced, independent financial coach who partners with motivated individuals, couples & families to develop good financial habits so they can experience a more stable future & care-free life!
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I'm retired Navy. My dad taught me at an early age about the power of compound interest. What a powerful tool. Much more important than timing the market, picking stocks, or chasing returns. I am a huge proponent of saving and investing. I have been doing it for over 20 years. And I think I do it pretty well. Some folks ask me, "When is a good time to invest?" Now! It's always a good time to invest in your future. The better question would be, "What's an appropriate investment for my risk tolerance and time horizon?" I can help answer those questions for you. I offer my clients a few things to consider when choosing a financial advisor: 1. I don't have any special tools, tricks or programs that the competition doesn't. 2. It's imperative that you understand the value of a financial advisor. 3. It's imperative that you understand the cost of a financial advisor. 4. All things being equal, it's the relationship with your advisor that is most important. And now I work with people like you. I can help you understand the math, navigate the choppy waters, speak your language, protect your estate, and most importantly, build a relationship that will last the rest of your life. Fortunately for you, I love working with people. I pride myself on exceptional communication, open relationships and a positive spin on life.
Administrative and management consulting services focused on business credit education, funding readiness, and financial strategy support. No lending, no debt collection, no credit repair.
You can InTrust us to help ensure your financial picture is working smarter, so you can enjoy life and play harder. We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals, families and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Our financial management process is based on a commitment both to provide superior financial management services and to improve the quality of life for our clients. We believe that our clients deserve the highest level of service and we work every day to meet those expectations. As part of our effort to provide you with quality service, we have an agreement with Fidelity Clearing & Custody Solutions, A Fidelity Investments Company, to provide trade execution, clearing, and related services for your brokerage account. We also offer various insurance products with a wide range of insurance carriers in order to help our clients meet their needs. Securities offered through LaSalle St. Securities, LLC (LSS), a Broker/Dealer and member FINRA/SIPC. Investment Advisory services offered through LaSalle St. Investment Advisors, LLC (LSIA), a Registered Investment Advisor affiliated with LSS. InTrust Financial Management is not affiliated with LSS or LSIA.
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Employee owned and headquartered in Richmond, Virginia, with offices throughout the mid-Atlantic, Davenport offers a range of wealth management and financial advisory services, including traditional brokerage services, professional money management, financial planning, market research and public finance services. Since Davenport's founding in 1863, the relationships we have with our clients have remained our most valuable asset. We strive to strengthen those relationships by delivering value and serving clients in a manner worthy of their trust.
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We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.
Compton Wealth Advisory Group is a multigenerational wealth planning firm located in Virginia Beach, Virginia. We've proudly served the holistic financial needs of high-net worth individuals and their families since 2009. As a boutique, independent firm -- our purpose, values and focus are what set us apart. Our unbiased advice, purposeful guidance and tailored strategies are designed to support your best interests so you can achieve your goals. At Compton Wealth Advisory Group - we're here for you, your family and your future. As an RIA, we are held to the fiduciary standard of care. Because when you succeed, so do we. Call today to learn more. Our team looks forward to working with your family.
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