Business Details
33 Years
experience
Your Trusted Financial Partner for Retirement Planning
Lohr & Company & Company has been dedicated to empowering individuals and families in Central Virginia with comprehensive financial planning and wealth management solutions since 1993. Founded by Greg Lohr & Company & Company, our firm combines decades of industry expertise with a personalized approach to help clients navigate retirement planning, income strategies, and generational wealth preservation. Our team of certified professionals prioritizes fiduciary responsibility, ensuring every recommendation aligns with clients' long-term goals.We specialize in simplifying complex financial decisions through innovative frameworks like The Four Buckets Retirement Income Strategy, which provides clarity and confidence in managing retirement assets. With offices in Charlottesville and Madison, VA, we maintain a boutique-style practice focused on building lifelong trust through transparency, integrity, and tailored service. Our commitment extends beyond transactionswe aim to be trusted partners in securing our clients' financial legacies.
Services
Retirement Planning
Wealth Management
Generational Wealth Planning
Retirement Income Strategy
Financial Consulting
Details
- Year established: 1993
Highlights and features
- We operate as fiduciary advisors legally bound to act in your best interest
- Our Four Buckets Retirement Income Strategy simplifies complex financial decisions
- Three decades of experience serving Central Virginia's retirement planning needs
- Boutique firm offering personalized service without one-size-fits-all solutions
- Multi-generational team combines legacy expertise with modern investment tools
What people say
Genuine care
Financial peace
Consistent integrity
Personalized service
Stress-free planning
Services
Retirement Planning
Our retirement planning services help clients transition from career to retirement with confidence. We analyze financial readiness, healthcare needs, and income allocation while addressing tax implications. With customized roadmaps, we prepare clients for market volatility and unexpected expenses. Our approach ensures sustainable income streams that support desired retirement lifestyles.
Wealth Management
Comprehensive wealth management combines investment oversight, tax optimization, and risk assessment. We align portfolios with long-term goals while maintaining flexibility for life changes. Services include estate planning coordination and multi-generational wealth transfer strategies. Our holistic approach ensures financial security across market cycles.
Generational Wealth Planning
This service focuses on preserving family wealth through tax-efficient transfers and trust management. We help clients establish charitable giving frameworks and succession plans. Our strategies balance current financial needs with future generations' security. We emphasize legal compliance and family communication for smooth transitions.
Retirement Income Strategy
The Four Buckets Retirement Income Strategy organizes assets into cash reserves, earned income, secure income, and growth buckets. This visual framework clarifies fund allocation while balancing stability and growth potential. The approach provides monthly income predictability while maintaining investment flexibility for changing needs.
Financial Consulting
Our consulting services address major life transitions like business sales or inheritance management. We provide specialized guidance for divorce settlements and estate liquidation. The team offers second-opinion reviews and portfolio analysis. Services focus on minimizing financial stress during pivotal life moments through strategic planning.
People
Greg Lohr
Managing Partner
Founder with 30+ years in financial planning, former electrical engineer turned CFP, specializes in retirement transitions. Holds MBA from College of William & Mary. Combines technical precision with client-focused philosophy.
Ethan Lohr
Partner
Second-generation advisor trained by Greg, focuses on retirement lifestyle planning. Graduated from James Madison University, implements modern investment tools while maintaining personal service standards. Manages client transitions into retirement.
Stephanie
Relationship Manager
Client service specialist since 2003, coordinates client interactions and financial documentation. Ensures seamless communication between clients and advisors. Focuses on building long-term trust through consistent support.
Janet Lohr
Finance Manager
Business operations leader since firm inception, manages financial infrastructure and strategic growth. Balances firm expansion with maintaining boutique service quality. Active in community financial education initiatives.
Sam
Marketing Advisor
Marketing strategist with Virginia nonprofit experience, communicates firm values through client education materials. Focuses on transparent representation of services and community engagement initiatives.
Questions
What makes Lohr & Company & Company & Company different from other financial advisors?
As fiduciary advisors with 30+ years local experience, we combine personalized service with our proprietary Four Buckets Retirement Income Strategy. Our family-owned firm prioritizes long-term relationships over transactional interactions.
Are you legally required to act in my best interest?
Yes, as CERTIFIED FINANCIAL PLANNER professionals registered with Commonwealth Financial Network, we operate under strict fiduciary standards requiring all recommendations to prioritize client interests above all else.
What fee structures do you offer?
We use flexible fee-based models including asset management fees, planning retainers, and commission-based products. Our structure adapts to client preferences without hidden charges or mandatory minimums.
Do I need a minimum investment to work with you?
We don't enforce strict minimums, focusing instead on creating appropriate strategies for each client's situation. Most clients find value in our services when managing portfolios exceeding $250,000.
How often will we meet to review my financial plan?
We recommend quarterly portfolio reviews and annual comprehensive plan updates. Additional meetings are available anytime major life changes occur or market conditions shift significantly.
Can you help with retirement planning if I live outside Virginia?
While we primarily serve Virginia residents, our team works with clients across states where we maintain proper licensing. Consultations determine if we can effectively meet your specific regulatory and financial needs.
Reviews (1)
Jason M.
Jul 29, 2019
Report
If you're looking for sound and solid financial advice, look no further. These folks are top notch from the start. Greg and Ethan (father and son) make a great team. I voice the feelings of many by saying that our family is thankful for the thoughtful, wise and caring service that Lohr & co provides.
