Charlottesville, VA

26 Garrett St Suite A Charlottesville, VA 22902


Daniel Thornton


Wealth Advisor

Carrie Reeves,


Operations Associate

Our Team's Work Statement

Daniel Thornton

Wealth Advisor

Life is complicated, and financial decisions can seem overwhelming. Our role is to help simplify the lives of busy people. How do we do that? We listen; we want to understand our client’s current goals and future dreams. That understanding, combined with our expertise, experience, and high fiduciary standards, allows us to build financial plans and investment strategies upon which our clients can confidently rely.

Contact Us

Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.

This field is for validation purposes and should be left unchanged.

We live and work near you

Abingdon, VA

955 West Main St. Abingdon, VA 24210

(276) 628-5910

Rockville, MD

11400 Rockville Pike Suite 500, Rockville, MD 20852

(301) 984-4461

Charlottesville, VA

26 Garrett St. Suite A, Charlottesville, VA 22902

(434) 226-2651

Greater Boston, MA

One Kelley Square #208, Worcester, MA 01610

(508) 719-8510

Twin Cities, MN

9490 Compass Pointe Road Woodbury, MN 55129

(651) 401-1670

Huntington, WV

218 13th St. Huntington, WV 25701

(304) 697-7083