wiseradvisor

Thomas Marshall
Virginia Estate and Retirement Planning Advisors, Inc.

Tel: (804) 205-5081
4870 Sadler Rd
Suite 300
Glen Allen, VA 23060

Tax Advice, Estate Planning, Investment Advice

Virginia Estate and Retirement Planning Advisors, Inc. | Financial Advisor in Glen Allen ,VA

About Virginia Estate and Retirement Planning Advisors, Inc.

At Virginia Estate and Retirement Planning Advisors, Inc., we embrace our role as a fiduciary, a responsibility that means we must always act with your best interest in mind. As a fiduciary, we are different from traditional financial advisors who are brokers. It's a distinction we are proud of and that benefits you:

* Unlike a broker, we are not licensed to sell you securities. * We are a Registered Investment Advisor and only sell you our advice. * You need not worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interest we have in serving you. * We are an independent, privately owned firm with deep roots in the community. * We don't have a huge marketing budget and rely on referrals from our clients to grow our business, so we are directly motivated to please every client we serve. * As an independent advisory, we choose financial products and services that are best suited for you unbiased by the demands and sales quotas that could be imposed by a corporate parent. * Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs. * You receive personal attention and advice from professionals who come to know you.


General Information

Firm Start Year:   2004
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab, Folio Institutional
States Licensed in:   Virginia
Number of Years with Current Firm:   15
Work Experience:   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. Tom has advised over 800 retirees and pre-retirees, including past employees of the U.S. Government, Wyeth Pharmaceuticals, DuPont, CSX Corporation, Dominion Resources, Capital One Financial Corporation, and many others. He has been assisting investors for over 20 years.

Tom was recently voted "Best Local Financial Planner" by the readers of Style Weekly and in the past has been voted "Best Financial Planner" by the readers of Virginia Living magazine.
I work with the following types of clients:   Businesses, Individual Investors


Services

Investment Types:   Stocks, Mutual Funds, Bonds, Alternative Investments, Insurance, Annuities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, At your home, At your office, Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Health

Firm Information

Firm's Number of Clients:   120
Assets Managed by Firm:   $50,000,000
Assets Managed by Advisor:   $50,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Hourly, Flat Fee, Based on Assets
Additional Details on Charges:   Charges are based on work needed by client. All fees are negotiable.
Minimum Fee Charged for Managed Accounts:   $2,500
Minimum Fee Charged for Hourly Planning Accounts:   $150
Minimum Fee Charged for Flat Fee Accounts:   $300


Board Positions

Organization:  American Cancer Society  Atlanta, GA
Position :  Member

Education

Master of Business Administration - Finance  Vanderbilt University - Nashville, TN
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Master of Divinity - Divinity  Virginia Union University - Richmond, VA
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Bachelor of Arts  Virginia Military Institute - Lexington, VA
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Faqs

  • Do you have a customer satisfaction or refund policy? Our clients are only billed after all work is done. Clients can cancel at any time for any reason and receive a complete refund.
  • What are your qualifications? What is your education background? MBA, Vanderbilt University Over 20 years experience working with clients. Visit http://www.myverpa.com/teamtommarshall.html for more info.

Disclosures

www.myverpa.com

Thomas Marshall

Thomas Marshall

MBA

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. Tom has advised over 800 retirees and pre-retirees, including past employees of the U.S. Government, Wyeth Pharmaceuticals, DuPont, CSX Corporation, Dominion Resources, Capital One Financial Corporation, and many others. He has been assisting investors for over 20 years.

Tom earned his Master of Business Administration degree from Vanderbilt University and graduated with Distinction from the Virginia Military Institute where he was commissioned in the United States Army, Corps of Engineers.

Tom is also an ordained minister and currently serves in an advisory capacity to several overseas charities including Channel of Blessing, a 501(c)3 non-profit, dedicated to Christian education, pastoral training, alleviation of poverty, and womens rights in India. He is also a member of the Nationwide Gift Planning Advisor Council (NGPAC) for the American Cancer Society. Tom holds a Master of Divinity degree from Virginia Union University.

Tom has lectured widely on financial topics and is a former lecturer at Vanderbilt University and the University of Richmond. He is also the author of Retirement Smarts: Plan Well, Retire Well, an easy to read retirement planning guide available on Amazon. com. Tom and his wife Cassie have two sons and live in Richmond.

Recently the readers of Style Weekly magazine voted Tom and his team the "Best Local Financial Planners".

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Ashland Aylett
Beaverdam Bumpass
Chester Chesterfield
Crozier Doswell
Glen Allen Goochland
Gum Spring Hanover
Henrico Maidens
Manakin Sabot Manquin
Mechanicsville Midlothian
Milford Montpelier
Moseley Oilville
Powhatan Quinton
Richmond Rockville
Ruther Glen Sandston
Sandy Hook Staples Mill

Awards & Recognitions

Best Local Financial Planner - Style Weekly
(2019)

Voted "Best Local Financial Planner" by the readers of Style Weekly magazine.


Best Financial Planner - Virginia Living
(2015)

Voted "Best Financial Planner" by the readers of Virginia Living magazine.


Best Financial Planner - Virginia Living
(2014)

Voted "Best Financial Planner" by the readers of Virginia Living magazine.

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