Voted "Best of Richmond" by the Readers of the Richmond Times-Dispatch
Multiple Virginia Locations
Our Team
Our team combines decades of experience, advanced credentials and a fiduciary commitment to help you navigate every important financial decision.
30+
Years Experience
800+
Retirees Guided
7+
Locations
As fiduciary advisors, we are legally and ethically bound to put your interests first. We offer independent, fee-based guidance so you can retire with clarity and confidence.
Meet Our Advisors
Our advisors bring advanced education, professional designations and real world experience to help you make confident financial decisions for today and tomorrow.
Author of More Retirement Smarts: Plan Well and Retire Well
President
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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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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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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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 ProfileWhy Trust Us
Best of Richmond winner, 9 out of the last 10 years.
Over 30 years of experience guiding Virginia retirees.
Legally bound to act in your best interest, always.
As seen on ABC, NBC, CBS and in major publications.
Independent, local and committed to our Virginia communities.
Advisor Spotlight
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.
Our Fiduciary Commitment
Unlike Wall Street firms and insurance companies that sell products, we offer objective advice tailored to your needs. As independent advisors, we provide transparent guidance with no conflicts of interest.
We only sell advice and not any kind of products.
We build plans designed around your goals.
We have no sales quotas or commissions.
We help you make confident, informed decisions.
We provide full transparency and conflict disclosure.
We are with you through every stage of retirement.
Start The Conversation
Whether you're seeking a second opinion, preparing for retirement, or reviewing your financial strategy, we're here to help.
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