Our firm was founded in 2015 by Anthony Arcuri, a U.S. Army veteran who has helped clients with their financial planning needs for more than 25 years. The collaborative approach followed by Anthony and team members helps us uncover details about your personal financial situation. We’re happy to meet with you in person at our Charlottesville office, at your home, or through a video chat or phone call.

Anthony J. Arcuri

Founder and Financial Advisor

Jacob Fleming

Financial Planning Coordinator

Colin Pan

Investment Analyst/Client Experience Associate

Lisa Shiflett

Director of Operations/Client Experience Associate

Candi Stevens

Marketing Manager/Client Experience Associate

Stephanie Lovria

Client Services Associate

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