Award Winning Fiduciary Advisors
Retirement Planning
Built Around Your
Best Interests.
For more than 30 years, we've helped Virginians approach retirement with greater clarity, confidence, and peace of mind. As an independent fiduciary advisory firm, we are legally obligated to put your interests first.
30+
Years Experience
800+
Retirees Guided
Voted “Best of Richmond”
by the readers of the Richmond Times-Dispatch
Featured on
NEWSabcFOX
Comprehensive Planning For
Every Stage Of Retirement
Integrated strategies. Fiduciary advice. A plan built around your life.
Financial Planning
Retirement income planning, social security strategies and financial guidance.
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Investment Management
Tax-aware portfolio management aligned with your retirement goals.
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Tax Advice
Strategies designed to help reduce unnecessary tax burdens.
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Estate Planning
Protect your legacy and create a clear plan for future generations.
Learn MoreThe VERPA Difference
Retirement Advice Built Around Your Goals, Not Product Sales
As fiduciary advisors, we are legally obligated to act in your best interest. No sales quotas. No proprietary products. Just objective financial guidance tailored to your retirement goals.
Why Clients Choose a Fiduciary Advisor
Traditional Advisor
Focused on selling financial products
Compensation may depend on commissions
May operate under sales quotas
Limited scope of retirement planning
VERPA Fiduciary
Focused on providing objective advice
Transparent fee-based structure
Recommendations aligned with your goals
Comprehensive retirement and wealth planning
Every recommendation is made with your goals and interests first.
Independent guidance without sales quotas, product pressure, or hidden incentives.
Clear, straightforward fees with complete transparency at every stage.
Customized retirement plans built around your goals, lifestyle, and needs.
Helping you understand financial decisions through clear, honest guidance.
Over 800 retirees guided with confidence through three decades.
Our Advisors
Meet The Team Behind
Your Retirement Plan
Retirement planning is personal. Get to know the experienced professionals who help individuals and families across Virginia make informed financial decisions with confidence.
Author of More Retirement Smarts: Plan Well and Retire Well
Thomas P. Marshall, MBA, MDiv, President
A well-known financial educator, Thomas P. Marshall is President of Virginia Estate and Retirement Planning Advisors, Inc., an independent, fee-based financial planning and investment advisory firm. His expertise is helping retirees and those soon to retire avoid common, costly financial mistakes.
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Todd Kuimjian, CPA, CFA, Director of Tax Planning
An entrepreneurial executive who possesses a unique combination of skill sets that include business strategy, corporate finance, and accounting, Todd's strong interpersonal skills compliment deep technical expertise.
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James Driggs, JD, Director of Estate Planning
As a principal of Harvey & Driggs PLC, Jim Driggs is the go-to resource for all estate planning needs for VERPA clients.
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B. Praveen Bunyan, Director of Client Relations, Chaplain
As an ordained minister, Praveen brings a unique perspective to Virginia Estate and Retirement Planning Advisors, Inc. After more than 20 years in ministry and countless hours of counseling, Praveen observed that most of life's problems are caused by the misunderstanding of money among couples.
View Full ProfileComplimentary Retirement Tax Review
Could You Be Paying More Tax Than Necessary?
Retirement taxes can have a significant impact on your long-term financial security. Let our team review your most recent tax return and identify opportunities that may help improve tax efficiency.
CPA-Led Review
Personalized Recommendations
Retirement-Focused Analysis
No Obligation
Client Experiences
Trusted By Clients Across Virginia
Our success is measured by the confidence and peace of mind our clients experience throughout retirement.
Five-star client experiences from people who have trusted VERPA with their retirement and financial planning.
The testimonial(s) presented herein are provided by clients of Virginia Estate and Retirement Planning Advisors, Inc. These clients have not been compensated, directly or indirectly, for their testimonial or endorsement of VERPA or its services.
The experiences and opinions expressed in the testimonials are those of the individual clients and may not be representative of the experiences of all clients. There is no guarantee that all clients will have similar experiences or results. Testimonials are not indicative of future performance or success. Past performance is not a guarantee of future results. Investing involves risk, including the potential loss of principal.
In The News
Financial Guidance
Recognized Across Virginia
VERPA advisors have shared retirement, tax, and financial planning insights through leading local television and media outlets.
ABC News Washington, DC
Tom Marshall on financial planning
NBC TV Roanoke — Our Blue Ridge
Tom Marshall on retirement planning
CBS Virginia This Morning
Tom Marshall on retirement planning
Ready To Plan With Confidence?
Speak with an independent fiduciary advisor and get answers to your retirement, investment, and tax planning questions.
Serving Communities Across Virginia
Local Advisors.
Statewide Reach.
Meet with our advisors in person at one of our Virginia offices or connect virtually from wherever you call home.
Guidance Wherever You Call Home
Other Virginia & Massachusetts Offices
Start Planning For Retirement With Greater Confidence
Speak with a fiduciary advisor who will take the time to understand your goals and answer your questions.
