Business Details
Your Trusted Financial Planning Partner in Virginia Beach
Virginia Asset Group is dedicated to helping clients manage financial risk and pursue long-term financial security through personalized solutions. Our team of experienced professionals works closely with individuals, families, and organizations to develop tailored wealth management strategies. We prioritize understanding each client's unique goals, values, and circumstances before recommending financial plans. Our services encompass investment management, retirement planning, estate planning, insurance solutions, and comprehensive financial guidance. As an independent firm, we provide unbiased advice free from third-party influence, focusing solely on clients' best interests. Our proactive approach includes regular portfolio reviews and open communication to adapt strategies as clients' needs evolve.We serve diverse client segments, including executives, business owners, and nonprofit organizations, with a commitment to exceptional service and multi-generational financial security. Our affiliation with LPL Financial provides access to robust resources while maintaining our independent, client-centric philosophy. Through decades of combined experience, we deliver expertise in navigating complex financial landscapes and creating actionable plans. Our dedication to continuous learning ensures clients benefit from current market insights and innovative solutions. We measure success by our clients' ability to achieve their financial aspirations with confidence and peace of mind.
Services
Financial Planning
Retirement Planning
Estate Planning
Insurance Services
Investment Management
Highlights and features
- We offer personalized investment plans tailored to individual financial objectives
- Our independent advisory model ensures unbiased, objective financial guidance
- Team includes certified professionals with decades of combined industry experience
- Proactive approach with regular portfolio reviews and strategy adjustments
- Specialized services for executives, business owners, and nonprofit organizations
Services
Financial Planning
Our financial planning service creates customized roadmaps for clients' financial futures by analyzing current resources, goals, and risk tolerance. We develop comprehensive strategies covering investment allocation, tax efficiency, and wealth preservation. Clients receive ongoing guidance to adapt plans as life circumstances and market conditions change.
Retirement Planning
This service focuses on creating sustainable income streams for retirement through strategic investment allocation and withdrawal planning. We help clients optimize Social Security benefits, manage retirement accounts, and implement tax-efficient distribution strategies. Our approach ensures financial security throughout retirement years with regular portfolio adjustments.
Estate Planning
Our estate planning service ensures clients' wishes are fulfilled through structured asset distribution strategies. We coordinate with legal professionals to create wills, trusts, and power of attorney documents. The service addresses tax implications and provides mechanisms for multi-generational wealth preservation while maintaining liquidity for beneficiaries.
Insurance Services
We offer comprehensive insurance solutions including life, disability, and long-term care coverage. Our approach focuses on protecting income streams and assets while incorporating tax advantages. We provide both traditional and innovative insurance products with expedited underwriting options for clients with unique risk profiles.
Investment Management
This service delivers tailored investment solutions through both managed accounts and diversified fund selections. We implement strategic asset allocation based on individual risk tolerance and financial goals. The service includes regular performance reviews, rebalancing, and access to specialized investment vehicles through our industry partnerships.
People
Darin M. Ely
Chief Executive Officer
With extensive industry experience, Darin leads Virginia Asset Group's strategic direction while maintaining active client relationships. He specializes in developing comprehensive financial solutions and ensuring the firm's adherence to highest service standards.
Emily R. Robbins
President
Emily oversees daily operations and client service delivery. Her expertise in retirement planning and investment strategies helps clients achieve long-term financial goals through personalized advisory services and proactive portfolio management.
Richard Ferraro
COO/Executive Vice President
Richard manages operational efficiency and investment research. He ensures clients receive timely market insights and that all financial strategies align with current economic conditions and regulatory requirements.
Wendy Ann Ely
Vice President of Strategy & Engagement
Wendy develops client engagement strategies and community outreach programs. She focuses on enhancing client experience through educational initiatives and innovative communication platforms that improve financial literacy.
Jim Gravgaard
Corporate Vice President
Jim specializes in insurance solutions and risk management strategies. He helps clients protect assets through customized insurance portfolios while providing guidance on tax-efficient wealth preservation techniques.
Questions
What financial services do you specialize in?
We specialize in comprehensive financial planning, retirement strategies, estate planning, insurance solutions, and investment management tailored to individual client needs.
Are you affiliated with any financial institutions?
We operate independently and partner with LPL Financial for securities and advisory services while maintaining our own client-focused approach.
How do you determine appropriate investment strategies?
We create personalized investment plans based on your financial goals, risk tolerance, time horizon, and current financial situation through detailed consultations.
Do you work with specific client types?
We serve individuals, families, executives, business owners, and nonprofit organizations with customized financial solutions for each client segment.
How are your financial advisors compensated?
Our compensation structure includes transparent fee-based and commission-based options, always prioritizing clients' best interests without hidden charges.
What areas do you serve?
We primarily serve Virginia including Virginia Beach, Richmond, and Williamsburg, plus Lancaster, Ohio through our multiple office locations.
