Business Details
Trusted Financial Advisers in Virginia Beach
Focus Asset Management is dedicated to providing investment management and strategic wealth planning to individual, trust, estate, institutional clients, and 401(k) plans. Our primary focus is delivering unbiased opinions designed to achieve long-term investment results through a team approach grounded in trust, integrity, and respect. We prioritize understanding each client's unique needs and life goals, simplifying complex financial decisions to help them pursue their objectives. Our evidence-based investment strategies leverage 60 years of academic research, emphasizing cost efficiency, tax optimization, and diversified portfolios tailored to individual circumstances. We specialize in retirement planning, estate and income tax strategies, business succession planning, and risk management, collaborating with external experts to ensure comprehensive solutions.Our commitment to education empowers clients to make informed decisions, while our integrated wealth management process coordinates all aspects of financial life to align with personal aspirations. With decades of combined experience, our certified professionals provide personalized guidance for both individual and business clients, focusing on long-term financial security. We maintain transparency in all communications, ensuring clients retain control over their assets while benefiting from our expertise in navigating market complexities. Our approach prioritizes client relationships over transactional interactions, fostering trust through consistent, client-centric advice.
Services
Investment Planning
Wealth Management
Estate Tax Planning
Business Services
Risk Management
Highlights and features
- We offer decades of combined experience in financial advisory services.
- Our evidence-based investment strategies leverage 60 years of academic research.
- We provide personalized, comprehensive wealth management solutions.
- Our team includes certified public accountants with specialized expertise.
- We maintain transparent, client-centric communication throughout the process.
What people say
Personalized strategies
Expert guidance
Transparent communication
Comprehensive solutions
Long-term focus
Services
Investment Planning
Customized investment strategies based on 60+ years of academic research. We create diversified, tax-efficient portfolios tailored to individual risk profiles and financial goals. Our evidence-based approach minimizes costs while maximizing long-term returns through regular portfolio reviews and adjustments.
Wealth Management
Comprehensive wealth management integrating retirement planning, education funding, and financial independence strategies. Our team coordinates all aspects of your financial picture to align with life goals, providing stress reduction through structured, personalized guidance and ongoing support.
Estate Tax Planning
Strategic income and estate tax planning services that extend beyond annual filings. We develop customized strategies for asset protection, intergenerational wealth transfer, and charitable giving through collaboration with estate attorneys and tax professionals to maximize client control over assets.
Business Services
Specialized solutions for business owners including succession planning, retirement plan implementation, and liquidity management. We help establish 401(k) plans, cash balance plans, and exit strategies while ensuring compliance with regulatory requirements and deadlines.
Risk Management
Comprehensive risk assessment and mitigation strategies that integrate with overall financial plans. We analyze insurance options including life, long-term care, and annuities to identify solutions that protect assets and support financial goals without direct product sales.
People
Gene McNiff
President and Treasurer
Certified Public Accountant with expertise in accounting and compliance. Member of AICPA and Virginia professional associations, bringing technical financial knowledge to investment and business advisory services.
Lawton Baker
Vice President and Secretary
CPA with extensive experience in financial advisory services. Combines accounting expertise with strategic planning capabilities to deliver comprehensive solutions for individual and business clients.
Carole Howland
CPA
Specializes in accounting and IT compliance. Provides technical expertise in financial systems and regulatory requirements, supporting both individual and corporate client advisory services.
Casey Bedtelyon
CPA
Experienced financial advisor with membership in AICPA and Virginia accounting organizations. Focuses on delivering personalized solutions through comprehensive financial analysis and planning.
Will Meredith
CPA
Combines business administration and management expertise with financial advisory services. Provides strategic guidance for clients seeking long-term financial security and business succession planning.
Questions
What services does Focus Asset Management offer?
We provide investment planning, wealth management, estate tax strategies, business succession planning, and risk management tailored to individual and institutional needs.
How does your investment approach work?
Our evidence-based strategy uses 60+ years of academic research to create diversified, cost-efficient portfolios aligned with client goals and risk tolerance.
Do you work with business owners?
Yes, we specialize in retirement plans, succession strategies, and liquidity management for business owners seeking long-term financial security.
What areas do you serve?
While based in Virginia Beach, we serve clients nationwide through personalized financial advisory services.
How are you compensated?
We maintain transparent fee structures discussed upfront, ensuring no hidden costs in our advisory services.
Can you help with tax planning?
Yes, we integrate income tax strategies with estate planning and charitable giving through collaboration with tax professionals.
Reviews (1)
Rachel Plumley
Aug 31, 2019
Report
Mr. Baker is a wise and experienced investor. I am extremely pleased with his guidance and how he handles my money.
