ACG is a privately held and independent wealth management firm based in Richmond, Virginia. We are a boutique firm with global reach, bringing expertise in investment management, qualified plans, tax strategy and TPA services. As a seasoned team of creative thinkers, analytical doers and action-driven experts, we specialize in the complexity of modern wealth management. Bringing an impactful level of financial acuity to clients’ lives is our passion and expertise – and we draw from over 30 years of hands-on experience as an independent firm.
Through ebbs and flows in investment markets, political cycles, economic trends, and tax-law changes, we help clients strategically align their financial present and future within a world constantly in motion. By drawing from our actuarial background when building financial strategies, ACG is uniquely equipped to help clients find answers amid complexity.
We believe educated perspectives are the foundation of successful financial planning. As our client, you’ll receive informed guidance and strategies from ACG Advisors who hold a wide range of professional designations, including:
- Chartered Financial Analyst (CFA®)
- Certified Financial Planner® (CFP®)
- Accredited Investment Fiduciary® (AIF®)
- Enrolled Actuary (EA)
- Member, Society of Pension Actuaries (MSPA)
- Fellow of the Society of Actuaries (FSA)
- Chartered Life Underwriter® (CLU®)
- Accredited Estate Planner® (AEP®)
- Attorney (JD)
While ACG brings you a broad team of consultants, we also know that comprehensive consulting requires unhindered collaboration with other members of your financial team: legal, accounting and banking professionals. In fact, many of our clients come to us because we’ve been recommended by their trusted accountants, attorneys, board members or bankers. We enjoy collaborating and working with your other professional advisors to strategically create the financial path you desire.