Why should I choose Virginia Asset Group?

We combine world-class financial expertise with friendly, neighborhood service and individualized planning. Our team of professionals brings over 175 years of combined experience in the financial services industry, and provides access to a complete range of brokerage services. We’re dedicated to helping our clients achieve their financial aspirations, and giving them some needed peace of mind.

What’s your overall investment philosophy?

Through our experience, we’ve found a conservative, balanced, value-based approach with minimal portfolio turnover yields the best results. We’ve established a solid track record of increasing our clients’ income levels through this manner. However, we structure each portfolio according to the needs and preferences of each client.

Do you work with small businesses?

Yes. We help many small companies with important matters such as health insurance, employee compensation plans, key-person insurance, and buy-sell agreements. These are critical issues that can protect your business, increase your employee retention rates, or attract better-qualified candidates.

Do I need to have a minimum asset size to be a client?

No. We enjoy working with individuals from all asset levels, and at all stages of life.

What happens when I met with you for the first time?

During our initial meeting, we’ll just get to know you. We’ll talk about your financial needs and goals, and learn about your overall situation. We’ll discuss our financial philosophies, and see if they align with yours. Afterward, we can schedule follow-up meetings to explore possible options in detail, and then implement the best ones for you.

Do you charge for these initial meetings?

Absolutely not. These meetings are designed to simply to understand your situation, and explore suitable strategies to meet your financial aspirations.

How do you charge for your services?

Once we’ve executed our plans, we usually work on a fee or a commission basis, whichever is more favorable to you.

Can we meet at my home or office?

Yes. We understand our clients often have hectic schedules, and try to be as flexible as possible.

How often do you meet with clients?

Unlike some financial services firms, we take an active interest in our clients’ well-being. This means we continuously review each account, and will notify you when adjustments may be necessary. Of course, you can always call us at any time.

What are your office hours?

Monday-Friday from 8:30 a.m. – 5 p.m. But, we can schedule meetings by appointment outside of regular hours, and talk at your home or office.

Do I need an appointment?

Yes. Doing so ensures we can devote our attention to you, and talk in a relaxed manner – as opposed to rushing through the process.

What should I do if I have more questions?

Just use our contact form or call our office at 757-747-2556, and we’ll be happy to assist you.