Market Insights
IN THE MEDIA
Articles & Interviews
Read and hear our take on investing, retirement, and financial planning in conversations with the financial media.
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OUR PATHS
A plan for where you are in life
Ascent
Build Your Foundation
Balance today’s priorities with tomorrow’s goals. Build a saving and investing plan around your income, family, and the life you want.
Horizon
Prepare for Retirement
Understand what retirement will cost, what your income will cover, and what your portfolio needs to provide. Bring investments and tax planning together before you retire.
Summit
Make Your Money Work in Retirement
Coordinate spending, investments, Social Security, taxes, and legacy decisions. Keep your plan current as your life and needs change.
Independent Advice. Working for You.
We’re paid by our clients, not through commissions on financial products. As a fee-only fiduciary, we put your interests first when managing your investments and helping you plan for retirement.
Technology
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