Old Dominion Capital Management (ODCM), based in Charlottesville, Virginia – also with an office in Arlington -- is a boutique wealth management firm, founded in 1989, that offers a full suite of financial planning and investment services.
Why Old Dominion Capital Management?
ODCM’s Certified Financial Planners™ (CFP®s) are nimble and responsive. While we have access to Wall Street resources and partner with Charles Schwab, we’re still small enough to develop long-term personal relationships with our clients. We take the time to get to know our clients so we can develop tailored plans that meet their retirement and investment goals.
We’ll help you stay on top of all aspects of your financial planning, make adjustments to your plan as the markets, your priorities and circumstances change to ensure you are on course to achieve your goals. And we will coordinate with other professionals within your network -- such as CPAs, attorneys, mortgage brokers, and insurance agents – to keep you on track and quickly and efficiently resolve any issues that may arise. As a fiduciary, we are held to the highest possible legal standards, which means we’ll never suggest financial products you may not need –nor do we receive any compensation for client referrals.
We use a team-based approach to ensure that every client has access to all areas of expertise available. Although each client has a dedicated advisor who manages his/her account and serves as his/her primary point of contact, all ODCM advisors work together to leverage the experience of the entire team.
Making important life decisions shouldn’t be done alone. We’re here to help and give you the peace of mind that comes with knowing your financial matters are in good hands.
Pro Bono Financial Planning Services
We’ve partnered with the Foundation for Financial Planning to offer free financial advice and planning for those who qualify. Their programs include one-on-one interactions or small, interactive workshop settings to help those who may not be able to afford financial and/or retirement planning services. Visit their website to learn more: https://www.cfpvolunteermatch.org/volunteers