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Financial Planning

Financial, Estate & Tax Planning

Old Dominion Capital Management, Inc. believes that we can best serve our clients by delivering integrated investment management and financial planning in a seamless, comprehensive service. To that end, we analyze client resources, opportunities, needs, and desires to help you make informed decisions on how to best utilize your personal resources. We also evaluate other key areas that have a direct impact on your family’s financial situation. Our areas of expertise include:

  • Retirement Planning
  • Education Planning
  • Asset Management and Tax Planning
  • Risk Management (Life Insurance, Disability, Long Term Care)
  • Estate Planning
  • Executive Compensation and Stock Options
  • Small Business Planning
  • Charitable Giving
  • As your personal advisors, we will also work closely with your accountants and attorneys to ensure they have the information they need to do the best job for you. By taking the time to understand every aspect of your financial needs and developing long-term relationships, we strive to be your central and most valued source for financial advice.

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    P: 434-977-1550 | F: 434-977-8431 |
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