The Art of Retiring
Fee only investing and planning from your prime years through retirement.
Our experience with Sentara has been fantastic. Will Allen literally spent our first two hour+ meetings just getting to know us personally, and vice versa. We are going on 2 years now with Will and very happy with his recommendations, results and proactive communications. Our retirement and tax planning with Jonathan have been excellent. We’re in good hands with the Sentara team.
- Scot & Laurel McLeod,
Client Review
Market Insights
IN THE MEDIA
Featured Articles
See what the big names in the media are saying about Sentara Capital.
OUR TIERS
Curated growth for your future
Ascent
Build Your Foundation
Put competing priorities in order and build a saving and investing plan around the life you want.
Horizon
Prepare for What's Next
Determine what retirement will cost, what your income will cover, and what your portfolio will need to provide.
Summit
Manage What You Built
Coordinate your spending, investments, Social Security, taxes, healthcare, and legacy decisions throughout retirement.
Your Money. Your Future. Our Loyalty.
You worked hard to build this. As a fee-only fiduciary, we are required to put your interests first, and we are paid by you rather than by anyone selling a product. That is the whole arrangement.
