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Richmond Office

Our Richmond wealth management office provides national firm resources with personalized local service designed to help you achieve your financial objectives.

Contact Richmond Office
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Richmond Office: 7204 Glen Forest Drive Suite 308 Richmond, VA 23226

M-F 8:30 AM - 5:00 PM

Contact Richmond Office

7204 Glen Forest Drive Suite 308 Richmond, VA 23226

M-F 8:30 AM - 5:00 PM

We Know Richmond

As the capital of Virginia and a dynamic Mid‑Atlantic business hub, Richmond is home to government leaders, financial professionals, healthcare executives, and families with deep generational ties to the region. Our team understands Richmond’s financial landscape—from professionals in law, finance, and healthcare to business owners and multi‑generational families navigating growth and transition. Whether you’re seeking tax‑efficient investment strategies, preparing for retirement, or preserving and transferring wealth across generations, our Richmond financial advisors provide thoughtful, personalized guidance grounded in local insight and supported by Cerity Partners’ national resources.

Wealth Management Services in Richmond

Our Richmond financial advisors provide comprehensive wealth management that integrates investment strategies, tax planning, estate planning, and risk management solutions.

Contact Richmond Office

Wealth Management  >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions  >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning  >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning  >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management  >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation  >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in Richmond

Backed by national resources and local insight, our Richmond advisors deliver tailored solutions to help you grow, protect, and enjoy your wealth.

Meet Our Full Richmond Team

Our Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

May 11, 2026 - The April jobs report showed steady unemployment at 4.3% and solid payroll growth, suggesting the labor market is stabilizing toward more hiring, which gives the…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: May 2026 Economic and Market Outlook

May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q2 2026 Market & Economic Outlook

May 5, 2026 - Join our Investment Office for a review of the key market trends we witnessed in the first quarter and our outlook for what may lie…

Additional Nearby Offices

Lansdowne

19415 Deerfield Avenue
Suite 204
Lansdowne, VA 20176

Our Lansdowne wealth management office serves clients in the Washington, DC metro area with the personalized attention of a local team supported by a national firm’s comprehensive capabilities.

Contact Lansdowne Office

Norfolk

150 W. Main Street, Suite 1500

Norfolk, VA 23510

Our Norfolk wealth management practice combines national firm capabilities with dedicated local service tailored to your financial goals.

Contact Norfolk Office

Reston

1900 Campus Commons Drive, Suite 500

Reston, VA 20191

Our Reston wealth management office provides national firm resources with personalized local service designed to help you achieve your financial objectives.

Contact Reston Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Richmond Office

Our Richmond office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Richmond Office

7204 Glen Forest Drive

Suite 308

Richmond, VA 23226

Contact Our Richmond Office

Call Us: (212) 202-1810

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