$550MM AUM | $4MM GDC in
Virginia Beach, VA
Virginia Asset Group is an award winning investment firm with over 10 “Best Financial Planning” awards from multiple publications. Our group consists of 14 seasoned. Financial advisors, a dedicated life and health insurance division, 5 experienced support staff, and a full time marketing officer (Public Relations & Community Outreach Coordinator) who enjoy the professional look and feel of a wirehouse while experiencing the freedom of being a true independent advisor. In all markets throughout Virginia, with the current exception of South Hampton Roads, we are able to connect an advisor to a bank branch through a joint venture we have with a strong community bank. We have a full-time marketing coordinator whose goal is to drive leads to our advisors in all markets. Our advisors own their book of business but benefit in multiple ways by the size and scale of the group. We assist one another and enjoy each others successes. Our leadership team provides the overall management of the company (staffing, technology, lead generation, advertising, marketing, etc.) so that advisors are free to produce and work with their clients on their own terms. Our full benefits package is as good as you will find as it is through the Virginia Bankers Association (multiple health choices, life, disability, dental, vision, retirement). We offer a thorough 3 month transition package to assure your best choices of immediate success and a marketing plan to assist with your long term success. Our most successful advisors offer a training program for those wishing to learn best practices. Each advisor is free to build their business as they feel to be best for their clients and we recognize that the financial services industry is not "one size fits all". Our approach has worked extremely well for our advisors and we are continuing to expand, whether by one financial advisor or by merger or acquisition with a team. Even if you are looking to grow via merger/acquisition yourself, let's talk and see if we can help one another. Whether at a wirehouse, bank, or independent, it's worth having a discussion to see if your current situation may be improved by taking advantage of our combined resources. I am confident you will find that the opportunity here is worth pursuing.
Our main office is located in the Lynnhaven area of Virginia Beach. We have additional offices in Nags Head, NC, White Stone, VA, Williamsburg, VA; several in the Richmond Region, and Ashland, VA.