Financial Dynamics & Associates

EST. AUM
$100,000,000

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Firm Details

Metro area Richmond
CRD Number
Website financialdynamicsrva.com
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Overview

Financial Dynamics & Associates, Inc. is a Midlothian, Virginia-based independent, fee-based, fiduciary financial planning and wealth management firm founded in 1988, serving pre-retirees, retirees, and work-optional individuals and families primarily across the greater Richmond metropolitan area. The firm delivers six integrated wealth management disciplines — financial planning, investment management, retirement income planning, risk management, estate planning, and tax planning — through a proprietary Complete Planning Review (CPR) process developed by founder and Principal Isaac Wright, CFP®, ChFC®. Advisory services are offered as IARs of J.W. Cole Advisors, Inc. (JWCA), a Registered Investment Adviser, with Financial Dynamics and JWCA operating as unaffiliated entities. The firm's team of four credentialed financial planners and five operations staff brings collectively over 50 years of combined industry experience, including backgrounds in military service, private banking, and wealth management. Isaac Wright has authored the book Navigate Your Way to a Secure Retirement and is a recognized regional media contributor across ABC, CBS, NBC, WRVA, Kiplinger, and Showcase Richmond.

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See in Dakota

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See in Dakota

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See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Financial Dynamics & Associates

Platform Details

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