Virginia Estate and Retirement Planning Advisors, Inc.

In The News

Insights That Inform. Guidance You Can Trust.

Tom Marshall and the VERPA team share their expertise on retirement, investing, taxes, and estate planning—helping individuals and families make smarter financial decisions.

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Media Recognition

Featured Across National & Regional Media

Featured on

NBCCBS
NEWS
abcFOX
Portrait of Thomas P. Marshall

Advisor Spotlight

Leadership. Vision. Purpose.
Thomas P. Marshall

Tom founded VERPA with a simple belief: an educated investor is our best client. His leadership is rooted in transparency, independence, and a lifelong commitment to helping families retire with confidence.

  • President
  • MBA
  • MDiv
  • Vanderbilt University
  • Virginia Union University
  • Virginia Military Institute
  • Author of More Retirement Smarts: Plan Well and Retire Well
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In The News

Financial Guidance Recognized Across Virginia

VERPA advisors have shared retirement, tax, and financial planning insights through leading local and national media outlets.

Winner

The Best Local Financial Services Firm

Virginia Estate & Retirement Planning Advisors, Inc.

Categories Won

Winner: The Best Local Financial Services Firm

Awards & Recognition

Voted Richmond's Best Financial Services Firm for 2025

Thank You

Thank You, Richmond.

Every recognition we've received is a reflection of the trust our clients place in us and the dedication of our team. We're grateful for the opportunity to continue serving individuals and families throughout every stage of retirement planning.

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Community Recognition

Recognized By The Community We Serve

We're honored to be consistently recognized by the Richmond community for our commitment to independent fiduciary advice, trusted financial guidance, and exceptional client service. These awards reflect the relationships we've built and the confidence our clients continue to place in us.

2025

Best Local Financial Services Firm

Awarded By: Richmond Times-Dispatch Readers

Proudly voted 2025 Best Local Financial Services Firm by the Richmond Times-Dispatch, recognizing our commitment to helping families achieve retirement confidence.

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2024

Best Local Financial Planner

Awarded By: Richmond Times-Dispatch Readers

Thomas P. Marshall was named Best Local Financial Planner, while VERPA earned Best Local Financial Services Firm in Richmond's 2024 awards.

2023

Best Local Financial Planner

Awarded By: Richmond Times-Dispatch Readers

Thomas P. Marshall was again named Best Local Financial Planner, recognizing his continued leadership and confidence in retirement planning.

2020–2021

Best Local Financial Planner

Awarded By: Richmond Times-Dispatch Readers

Thomas P. Marshall was voted Best Local Financial Planner in the Richmond Times-Dispatch readers poll for 2020–2021.

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2020

Best Local Financial Planner

Awarded By: Style Weekly Readers

For the second consecutive year, Style Weekly readers recognized Tom Marshall as Best Local Financial Planner, honoring our trusted, personalized financial guidance.

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2019

Best Local Financial Planner

Awarded By: Style Weekly Readers

VERPA received Style Weekly's Best Local Financial Planner award, beginning a long tradition of trusted financial guidance and community recognition.

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Community Impact

Supporting the Fight Against Cancer, Together.

The American Cancer Society recognized Thomas P. Marshall, Virginia Estate and Retirement Planning Advisors, and our clients and staff for their continued support in the fight against cancer. Together, we're proud to continue making a meaningful difference in our community.

Recognized By

American Cancer Society

Honoring

Thomas P. Marshall, VERPA, Clients & Staff

Thomas P. Marshall receiving a community recognition award

Ready To Plan Retirement With Confidence?

Speak with a fiduciary advisor who will take the time to understand your goals and answer your questions.

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