Fiduciary Financial Advisor in Virginia

There are so many things to look for when you are evaluating or looking to work with a financial advisor.  The key difference’s among financial advisors is the way that they are compensated and whether they are a fiduciary advisor.  Kravitz Group Holdings, is a fee-only compensation type of financial advisor.  Fee-only advisors represent a small portion of all financial advisors. They do not work or sell products for any commissions.  They do not ever receive commissions either directly or indirectly from any product and/or providers.  Typically, a fee-only financial advisor will charge a percentage of your assets under management, fixed fee per year and/or financial planning fees.  This is the type of financial advisor that Kravitz Group Holdings is; we are a Fee-Only Fiduciary Financial Advisor.

As a fee-only fiduciary financial advisor. we sell advice and not products.

Why Use A Fiduciary Financial Advisor?

Personalized Financial Planning and Investment Portfolio Management

Kravitz Group Holdings, provides a dedicated Registered Investment Advisor Representative that offers highly personalized advice for individuals and families at all stages of life. 

CLIENT FOCUS

As a fiduciary financial advisor, we are committed to working in your best interests; providing you with the leadership you need to make sound financial investment decisions. This includes looking at all aspects of your financial life. We’ll start by learning what matters most to you as well as what your goals are and what the timeline is to achieve them. At Kravitz Group Holdings, we understand that financial health is about more than just money; it’s about quality of life and financial freedom.

We provide world-class financial advisor and investment portfolio management services, enhanced by comprehensive financial planning, to help you grow and preserve your wealth.  Our holistic fee-only services cover topics like financial planning, portfolio management and retirement plan consulting.

OUR FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES

Our financial planning services are personalized comprehensive and tailored to your unique needs.  We consider whole life and circumstantial needs, creating a strategic plan for you to meet each important life event goal you identify with us; while also developing and facilitating a plan to assist you in meeting your retirement income expectations.  We specialize in asset management, investment advisory, retirement planning and whole life financial planning. At our independent RIA, we take a holistic approach to your financial and wealth management, working closely with you to identify your goals and chart a course to achieving them. We draw on our vast expertise’s in analyzing assets for investment; collecting information, performing research, reviewing financials and/or filings, designing portfolios, and comprehensive financial planning. We help develop and implement a customized plan that’s based on you and fits your unique needs.  

As with any profession, not all financial advisors are created equally.  You want to look at where your money is going to be held, where it’s going to be invested, who is the custodian for the money, means of communication, how often will you be meeting with your financial advisor, etc..?  Are they going to be helping you to reach your goals and discussing your financial goals with you, or just managing your portfolio?

At Kravitz Group Holdings, a dedicated fiduciary financial advisor will work with you to create, implement, and monitor a plan that encompasses your full financial picture; collaborating with you on adjustments as your needs or goals evolve.  Our investment advisor representative will help you efficiently and effectively implement actions to reach your financial goals.