1640 Huguenot Road, Midlothian, VA 23113 | (804) 323-1886
ACG Is Now Part of NFP and Wealthspire Advisors
Our name might be changing, but we’re more dedicated than ever to bringing you the personal service you know and trust from the same team you’ve worked with for over 40 years. We’ll continue to deliver the excellent, specialized service you’ve come to expect — only now with the breadth of resources, reach, and capabilities of a national organization.
Financial Guidance to Help You Make Sound Decisions
Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.
Our Services Include:
- Integrated Financial Planning: We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
- Tax-Efficient Strategies: Make the most out of your wealth by limiting tax liabilities whenever possible
- Succession Planning: Ensure that you effectively manage your business assets without requiring your direct involvement
- Estate and Legacy Planning: Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
- Philanthropic Giving: Develop meaningful strategies to support the organizations that are important to you and your family
- TPA and retirement services offered through NFP. Learn more about NFP here.
GET IN TOUCH TODAY
Richmond Wealthspire Team
Julie Grove
Assistant Vice President, Client Service
Julie joined the team through the acquisition of ACG Wealth...
Dylan Mills
Senior Marketing Coordinator
Dylan joined the team through the acquisition of ACG Wealth...
Bobby Moyer, CFA®, CFP®, CAIA®
Senior Vice President
Bobby joined the team through the acquisition of ACG Wealth...
Jake Scott
Senior Advisor Associate
Jake joined the team through the acquisition of ACG Wealth...
Jillian Ward, IACCP®
Senior Associate, Compliance
Jillian joined the team through the acquisition of ACG Wealth...
Sandy Wiggins, CFP®, AIF®
Managing Director
Sandy and his team joined Wealthspire through the acquisition of...
Richmond NFP Team
Learn more about the NFP Richmond team.
Amie Leonard
Specialist (Investments)
Bradley Beausoleil, QKA
Vice President
David Kupstas, FSA, EA, MSPA
Actuary
Denise Lavoie
Office Manager
Faron Miller, CFP®, AIF®
Advisor
John McKenna
Specialist (Investments)
Jordan Koenig
Plan Administrator
Kimberly-Eve D’Amico
Assistant Vice President, Field Controller
Leslie Latham
Senior Plan Administrator
Melba Getty
Specialist
Susan Reeves
Senior Plan Administrator
In the Community
Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.
