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City: Roanoke

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Augusta Capital, LLC
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location iconRoanoke, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconRoanoke, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Augusta Capital, LLC is an independent, fee-only registered investment advisor based in Roanoke, Virginia founded in 2021. Augusta Capital, LLC offer...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Bundy Group
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location iconRoanoke, Virginia
company size
Company size:  1-10
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location iconRoanoke, Virginia
company size
Company size:  1-10
Bundy Group is a boutique investment bank specializing in representing clients in the lower middle market ($100 million or less in revenues). Bundy Gr...
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Dixon, Hubard, Feinour & Brown
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location iconRoanoke, Virginia
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location iconRoanoke, Virginia
Dixon, Hubard, Feinour & Brown is a investment management firm based in Roanoke, United States. Dixon, Hubard, Feinour & Brown provides multi-family office inst...
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services
Institutional Services
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Fee-Only Financial Planning, L.C.
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location iconRoanoke, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconRoanoke, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Fee-Only Financial Planning, L.C. is a comprehensive financial planning firm that provides holistic planning services based in Roanoke, VA.
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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HCO Private Wealth
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location iconRoanoke, Virginia
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location iconRoanoke, Virginia
HCO Private Wealth is a investment management firm based in Roanoke, United States. HCO Private Wealth provides multi-family office institutional services servi...
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Institutional Services
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New Republic Savings Bank
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location iconRoanoke Rapids, North Carolina
company size
Company size:  11-50
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location iconRoanoke Rapids, North Carolina
company size
Company size:  11-50
New Republic Bank is a locally owned bank. It is a full-service financial institution committed to the growth of the community it serves in north east...
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Account Services
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Taylor Financial Group, Inc.
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location iconRoanoke, Virginia
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location iconRoanoke, Virginia
Taylor Financial Group, Inc. is a investment management firm based in Roanoke, United States. Taylor Financial Group, Inc. provides multi-family office institut...
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Institutional Services
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Valley Wealth Group
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location iconRoanoke, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconRoanoke, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Valley Wealth Group is a wealth management advisory firm based in Roanoke, Virginia founded in 2015. Valley Wealth Group provides financial and retire...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Virginia Capital Strategies
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location iconRoanoke, Virginia
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location iconRoanoke, Virginia
Virginia Capital Strategies is a investment management firm based in Roanoke, United States. Virginia Capital Strategies provides multi-family office institutio...
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