Wealth management guidance tailored for Richmond, VA professionals and business owners.

Wealth Management, Built Around You in Richmond, VA

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A personalized approach to wealth management for individuals and families in Richmond, VA.

When financial decisions become more complex, having a clear strategy matters. In Richmond, VA, we work with executives, business owners, and professionals to bring structure to investment, tax, and retirement planning. Our approach focuses on coordination—so each decision supports your long-term goals. The result is a more confident path forward, with clarity around what comes next.

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Peace of mind financial planning! If you are looking for someone who thoughtfully listens to your wants and needs then start working with Dustin. Every question I ask receives a fully thought out response with no "gray areas".
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– mark, happy client
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Plan the Life After Work

Retirement planning in Richmond, VA focuses on turning your savings into a structured, tax-efficient income strategy you can rely on.

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A Legacy Designed With Purpose

Legacy planning in Richmond, VA helps ensure your wealth is transferred intentionally while aligning your estate strategy with your financial plan.

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Keep More of What You Earn

Tax planning in Richmond, VA focuses on coordinating investment, income, and retirement decisions to help reduce unnecessary tax exposure.

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Clarity and Control Over Where Your Money Goes

Cash flow planning in Richmond, VA helps you align income, spending, and saving decisions with your long-term financial goals.

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Protecting What You’ve Built—and the People Who Depend on It

Risk management in Richmond, VA helps protect your financial plan by identifying potential risks and ensuring the right safeguards are in place.

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Meet Dustin & Mike
Your Team at Ascent Financial Group
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A Boutique Wealth Management Firm in Richmond, VA

Ascent Financial Group is a boutique wealth management firm serving individuals and families in Richmond, VA. Founded in 2020, our firm was built to provide a more personalized, planning-first approach to financial advice. Every advisor holds the CFP® certification, and our team brings an average of 16 years of industry experience. With a 99% client retention rate in 2025, we are structured for long-term relationships built on trust, clarity, and consistency.

We’ve answered a few common questions to help you better understand how our process works and what to expect.

common faqs

Frequently Asked Questions

What does a wealth management firm actually do in Richmond, VA? A wealth management firm helps coordinate your investments, tax strategy, retirement planning, and long-term financial decisions into one structured plan so everything works together toward your goals.

How do I know if I’m a good fit for a financial advisor in Richmond, VA? Most clients we work with have growing financial complexity and want coordinated guidance across investments, taxes, and retirement rather than managing each piece separately.

What happens after I reach out to a financial advisor in Richmond, VA? We begin with an initial conversation to understand your goals, followed by a structured review of your financial picture to determine if there’s a strong fit for ongoing planning.