About Virginia Asset Group

Virginia Asset Group has been serving clients since 2004 with a relationship-driven approach to financial planning. With offices across Virginia and the Outer Banks, the firm works with individuals, families, business owners, and retirees who want thoughtful guidance, local access, and a planning relationship built to grow over time.

Our Story

Virginia Asset Group was built on the belief that good financial guidance starts with understanding the person behind the plan. Since opening in 2004, the firm has focused on helping individuals, families, business owners, and retirees make decisions with more clarity, confidence, and personal attention.

Over time, that approach has grown into a multi-office firm serving clients across Virginia and the Outer Banks. Even as the firm has expanded, the goal has remained the same: build long-term planning relationships, provide thoughtful guidance, and help clients move forward with a clearer path and stronger support.

Our approach

A Personalized Approach Built Around Real Life

Virginia Asset Group believes planning should be practical, personal, and adaptable. Some clients come with one urgent question. Others want a broader long-term relationship. In either case, the process starts with listening, understanding priorities, and helping clients make decisions that fit the bigger picture of their lives.

Leadership That Shapes the Client Experience

Virginia Asset Group’s leadership team helps guide the firm’s culture, client relationships, and long-term direction. Their shared focus is simple: thoughtful planning, strong communication, and a client experience built on trust.

Darin M. Ely

Chief Executive Officer

Emily R. Robbins

President, CRPS®

Richard Ferraro

COO / Executive Vice President

Emily J. Capps

Chief Financial Officer | LPL Registered Admin

Wendy Ann Ely

Vice President of Strategy & Engagement

Sheri L. Baker

AVP / Client Service Manager

Aaron C. Roman

Executive Vice President / Business Development Officer

Investing In The Communities We Serve

Virginia Asset Group believes strong communities matter. From volunteer leadership to regional recognition, our team is committed to giving back across Virginia and the Outer Banks.

Serving Clients Across Virginia And The Outer Banks

With offices across Virginia and the Outer Banks, Virginia Asset Group offers local access backed by a connected advisory team and a consistent client experience.