Blue Ridge Financial Partners

Serving the Greater Roanoke Valley and Southwest Virginia

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Blue Ridge Financial Partners has had a presence in Central and Southwestern Virginia for many years, assisting individuals and small business owners in our communities with their financial concerns. We understand the benefits of working with our clients to develop a unique strategy designed to fit their goals and aspirations. We bring a collective 100+ years of financial services experience to the table, and through a consultative, team approach, we can help clients prepare for and navigate life's events. These may include risk management, retirement planning, estate planning strategies, and overall cash flow management.

The strength of Blue Ridge Financial Partners is our team mentality- clients can feel comfortable and confident in our service as even working with an individual advisor at BRFP, they know a strong team is behind them. This strength is demonstrated though the specific interests, knowledge and experiences from our individual team members; we have specialists in a variety of financial services, which enhances our overall level of service to our clients. We strive to build high trust and life-long relationships with the clients we are blessed to serve.

As residents of the Roanoke Valley and Central Virginia, we not only represent the community where we reside, but also, we know what the individuals in our community need. This helps us when guiding our clients through financial planning, as we know the changes in the market and what people need to feel comfortable moving forward with their futures.

We look forward to soon having the privilege of meeting you to see how our team may be able to assist you, and your family or business.

*Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial
planning¹

Wealth
management

Estate planning
strategies

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

We are here for you

To understand your situation – The most important work we do is getting to know who you are.
To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.

We work alongside you

To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.

We evolve with you

To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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¹Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.