Advice Before Products
We do not earn commissions from selling investment or insurance products.
About VERPA
Retirement Planning Built Around Your Best Interests
For more than three decades, we've helped Virginians navigate retirement with confidence through objective, fee-based financial guidance. No product sales. No hidden agendas. Just advice designed around your goals.
30+
Years Experience
800+
Retirees Guided
7+
Locations
We Sell Advice, Not Products
As a Registered Investment Advisor, our role is to provide objective financial guidance that helps you make informed retirement decisions, not sell financial products.
Our Fiduciary Commitment
A Higher Standard Of Financial Advice
Being a fiduciary isn't a marketing claim. It's a legal responsibility to put your interests first.
Independent Guidance
Recommendations built around your needs, not corporate incentives.
Transparent Fees
Clear fee structures displayed with no hidden surprises.
Conflict Disclosure
We openly disclose potential conflicts and operate with transparency.
Community Rooted
A locally owned Virginia firm serving families throughout the Commonwealth.
Long-Term Relationships
Personalized guidance from professionals who take the time to understand your goals.
Who We Help
Supporting Virginians Through Every Stage Of Retirement
Whether you're preparing for retirement, transitioning into it, or planning your legacy, we help simplify important financial decisions.
Schedule ConsultationApproaching Retirement
Create a retirement income strategy before leaving the workforce.
Recently Retired
Build confidence through sustainable income and tax-efficient planning.
Business Owners
Align retirement, tax, and wealth strategies into one comprehensive plan.
Families & Legacy Planners
Protect assets and prepare for future generations.
Our Advisors
Meet The Team Behind Your Retirement Plan
Retirement planning is personal. Get to know the experienced professionals who help individuals and families across Virginia make informed financial decisions with confidence.
Thomas P. Marshall, President, MBA – Vanderbilt University
A well-known financial educator, Thomas P. Marshall is President of Virginia Estate and Retirement Planning Advisors, Inc., an independent, fee-based financial planning and investment advisory firm. His expertise is helping retirees and those soon to retire avoid common, costly financial mistakes.
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Todd Kuimjian, CPA, CFA, Director of Tax Planning
An entrepreneurial executive who possesses a unique combination of skill sets that include business strategy, corporate finance, and accounting, Todd's strong interpersonal skills compliment deep technical expertise.
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James Driggs, JD, Director of Estate Planning
As a principal of Harvey & Driggs PLC, Jim Driggs is the go-to resource for all estate planning needs for VERPA clients.
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B. Praveen Bunyan, Director of Client Relations, Chaplain
As an ordained minister, Praveen brings a unique perspective to Virginia Estate and Retirement Planning Advisors, Inc. After more than 20 years in ministry and countless hours of counseling, Praveen observed that most of life's problems are caused by the misunderstanding of money among couples.
View Full ProfileOur Locations
Serving Families Across Virginia
Meet with a fiduciary advisor at one of our convenient Virginia office locations.
Find Your Nearest Office
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Ready To Plan Retirement With Confidence?
Whether you're seeking a second opinion, preparing for retirement, or reviewing your financial strategy, we're here to help.
