Meet the Team

At our firm, we have the client—and only the client—in mind.

Our firm was founded in 2015 by Anthony Arcuri, a U.S. Army veteran who has helped clients with their financial planning needs for more than 25 years. The collaborative approach followed by Anthony and team members helps us uncover details about your personal financial situation. We’re happy to meet with you in person at our Charlottesville office, at your home, or through a video chat or phone call.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.