Old Dominion Asset Management, Inc. - Glen Allen, Virginia

Old Dominion Asset Management, Inc.: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Old Dominion Asset Management, Inc. presents itself as a dedicated service provider. Located at 301 Concourse Blvd, Glen Allen, VA 23059, and reachable at 8048580045, Old Dominion Asset Management offers a personalized approach to wealth management. Their website, olddominionasset.com, serves as a central hub for accessing information and scheduling consultations. Currently, the company has 0 reviews on Google My Business, indicating a limited public feedback record at this time, and the average opinion stands at 0/5. This does not detract from the core services offered, but it does highlight an opportunity for the firm to actively cultivate a stronger online presence and demonstrate its value proposition more comprehensively.

Specialties and Services

Old Dominion Asset Management specializes primarily in financial planning. This encompasses a broad range of services designed to help clients achieve their financial goals. These services typically include:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
• Investment Management: Constructing and managing diversified investment portfolios tailored to individual risk tolerance and financial objectives.
• Estate Planning: Assisting clients in creating comprehensive estate plans to protect their assets and ensure their wishes are carried out.
• Education Planning: Providing guidance on saving for college and other educational expenses.
• Tax Planning: Offering strategies to minimize tax liabilities and maximize after-tax returns.

The firm’s approach emphasizes a collaborative partnership with clients, taking the time to understand their unique circumstances, values, and aspirations. They operate under the philosophy that financial planning is not simply about managing investments, but about building a holistic financial roadmap for the future.

Location and Accessibility

The physical location at 301 Concourse Blvd in Glen Allen, Virginia, provides a professional and convenient setting for client meetings. Notably, the office is equipped to accommodate individuals with disabilities, boasting a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. This commitment to accessibility demonstrates a dedication to serving a diverse clientele. Furthermore, the facility includes standard restrooms for all visitors. It is highly recommended to schedule an appointment in advance to ensure dedicated attention and personalized service.

Points of Interest and Recommendations

Beyond the core services, Old Dominion Asset Management offers several key features designed to enhance the client experience:

• Appointments Recommended: Due to the individualized nature of their services, appointments are strongly encouraged. This allows the team to thoroughly assess client needs and develop a tailored strategy.
• Accessibility Features: The comprehensive accessibility features ensure that clients of all abilities can comfortably and confidently engage with the firm.
• Professional Environment: The office is designed to foster a comfortable and productive environment for both clients and staff.

Company Background and Philosophy

While specific details regarding the firm’s history and founding are not extensively publicized, Old Dominion Asset Management appears to be a privately held company with a long-standing commitment to client service. Their website, although currently lacking in detailed historical information, showcases a professional and well-designed interface, indicating a focus on modern client engagement. The firm likely operates under a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. This is a crucial consideration when selecting a financial planner, ensuring that the firm’s recommendations align with the client’s goals and objectives. A deeper investigation into the firm’s regulatory filings and affiliations would further solidify this assessment. The emphasis on personalized service and accessibility suggests a client-centric approach, prioritizing the building of long-term relationships based on trust and mutual understanding. The lack of online reviews currently presents a challenge, but the firm’s commitment to accessibility and the core services offered – particularly financial planning – make it a potentially valuable resource for individuals seeking expert guidance.

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"summary": "Old Dominion Asset Management provides personalized financial planning services, including retirement and investment management, with a commitment to accessibility and client-focused guidance. Currently, it lacks significant online reviews.",
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