Charlottesville, VA

126 Garrett Street, Suite B Charlottesville, VA 22902


Daniel Thornton


Wealth Advisor

Carrie Reeves,


Client Services Manager

Gary Aiken


Chief Investment Officer

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.

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