Experienced Advisors
Work with advisors who understand your financial goals and life priorities.
Our Locations
Charlottesville, VA Office.
Our Charlottesville office is here to help you create a confident financial future. Meet with a local advisor and receive personalized guidance for retirement, investments, tax strategies, and estate planning.
30+
Years Experience
800+
Retirees Guided
7+
Locations
Visit Us
We're Conveniently Located in Charlottesville.
Meet with our advisors in person at one of our Virginia offices or connect virtually from wherever you call home.
Get DirectionsCharlottesville, VA
Historic Swan Tavern Office, 302 Park Street, Suite 202
Charlottesville, VA 22902
Call Our Team
(804) 205-5081What To Expect
Personalized Guidance. Local Expertise.
When you visit our Charlottesville office, you can expect a welcoming experience and a team committed to helping you reach your financial goals.
Comprehensive Planning
Retirement, investments, tax strategies, and estate planning—all under one roof.
Local Relationship
Meet with a nearby advisor or connect virtually from wherever you call home.
Fiduciary Commitment
We act in your best interest with transparent, objective recommendations.
Meet Our Advisors
Experienced. Credentialed.
Fiduciaries You Can Trust.
Our advisors bring advanced education, professional designations and real-world experience to help you make confident financial decisions for today and tomorrow.
Thomas P. Marshall
President
MBAMDiv
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.
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Todd Kuimjian
Director of Tax Planning
CPACFA
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
Director of Estate Planning
JDUniversity of Richmond
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..
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Ready To Build A Retirement Strategy?
Whether you're planning for retirement, managing investments, or looking for a second opinion, our team is here to help.
