Looking for Financial Planner and tax expert in Richmond, VA
Hello BP folks,
I'm in search of a financial planner/adviser and tax expert in the Richmond, VA area. I teach personal finance to organizations and we are scaling big enough that I need to add to my team. These two members would be referral only partners, but need them listed as part of my team. Some small co-speaking engagements in the future may happen as well. But for now, we really need a consistent name to send clients.
Thank you and look forward to meeting and growing our businesses together!
@Shane Woodman I’m in Richmond use Bill Pilc for taxes.
Hey @Shane Woodman - I would be happy to talk with you about helping with this if you are open to someone that isn't local to Richmond. However, if you want someone specifically located in Richmond, I can also connect you with a few other fee-only financial planners I know there. Feel free to send me a message if you would like.
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Financial Advisor
- Refocus Financial
