OUR LOCATIONS

Charlottesville Office

Our Charlottesville office gives individuals, families, and business owners in Central Virginia a local place to talk through the financial decisions that shape their lives. Whether you are planning for retirement, navigating tax and estate questions, preparing for a business transition, or looking for a more coordinated approach to your wealth, our team is here to listen, understand your goals, and help you move forward with clarity and confidence.

414 East Market Street
Charlottesville, VA 22902

Monday–Friday
8:30 AM – 4:30 PM

(540) 712-0288

MEET THE TEAM

Meet Our Charlottesville Team

  • Seth Liskey

    FOUNDER & CEO | CERTIFIED FINANCIAL PLANNER® | CERTIFIED EXIT PLANNING ADVISOR®

    Learn More

  • Laurie Maddox

    FINANCIAL ADVISOR | CERTIFIED EXIT PLANNING ADVISOR®

    Read Bio

PARKING INFORMATION

Visit us at our Charlottesville Office.

We recommend allowing a few extra minutes before your appointment to find parking and make your way inside.

Get Directions