Financial Planners in Glen Allen

True North Advisors

4551 Cox Road Suite 215, Glen Allen

Mon 9AM - 4PM

“I had a great experience working with Charlotte and the team. They were extremely professional and took the time to thoroughly review my income, expenses, and overall financial picture.

What I appreciated most was the level of trust and comfort Charlotte created. She made thoughtful recommendations without ever making me feel pressured, and I was able to be completely open about where I currently stand financially without feeling judged.

She also took the time to reassure me that I’m doing a good job, which meant more to me than she probably realizes. I left the experience feeling informed, encouraged, and confident about my next steps. Thank you, Charlotte and team!”

Strathmore Capital Advisors

5231 Hickory Park Dr A, Glen Allen

Mon 9AM - 5PM

“I can’t say enough about the outstanding tax service I received from Strathmore and David Bardin. The communication alone was on a level I’ve never experienced before — clear, proactive, and consistently reassuring. The turnaround time was phenomenal, and the quality of the work was exceptional. After reviewing my past returns, David even identified additional deductions from the last three years that had been missed.

This was truly above‑and‑beyond service, and I’m incredibly grateful. I am so happy to be involved with Strathmore Capital Advisors.”

Kotini & Kotini

2400 Old Brick Road, Glen Allen

Mon 9AM - 3PM

“Kotini and Kotini is a highly professional and knowledgeable firm. The team is thorough, efficient, and always puts clients first. Special thanks to Daquan for his exceptional skills.”

RVA Wealth Management

4510 Cox Rd Ste 201, Glen Allen

Mon 9AM - 5PM