About Us

Our Story

Signature Family Wealth Advisors
addresses every facet of your financial life in an integrated, personal way.

We're exceptional at taking the worry out of your life.

A better way.

When we started in 1994, we knew there was something missing from the way successful individuals and families could manage their wealth. Investments, income, taxes, philanthropy, and estate planning were all silos. Clients needed to work with an army of brokers, attorneys and accountants to figure out how all the pieces should come together. We knew we could offer a higher level of service and coordination of activities to our clients. The firm is located and oriented intentionally outside Wall Street. We are actively plugged-in to leading markets and exchanges around the world. We take a holistic and long-term oriented approach to wealth management.

Simplify.

With offices in Charlottesville, Hampton Roads, and Richmond, Signature Family Wealth Advisors is a firm of investment, tax, and planning professionals. We are focused on one goal: reducing the complexity of managing wealth by offering integrated, comprehensive, bespoke solutions that address every facet of our clients’ financial lives.

The Right Size.

Signature has more than $3.3 billion in assets under management and our dedicated team of 38 employees serves fewer than 170 client families. We offer the intellectual and financial scale of a much larger firm, coupled with the luxury of having the time, energy, and mandate to think very deeply about each clients’ needs.

Serving Clients.

Since day one, Signature has been an independent, fee-only firm; the only compensation we receive is from our clients. Because we are not paid commissions on any product or service we provide, our advice is free of bias and is focused solely on your best interests. The only item on Signature’s agenda is serving you.

The Right Relationship.

Signature’s expertise, creativity, and dedication to our clients have translated into long-standing relationships, many of which span generations. We have long-standing relationships with our employees, too; most of them make their career out of working at Signature.

Our Values

NO. 1

Be giving with your time and gracious with your attention.

NO. 2

Getting to know clients is the beginning of any enduring relationship.

NO. 3

Listen closely while others speak, and think carefully before speaking yourself.

NO. 4

Thoughtful advice is the thread that is woven into a family’s long-term wealth and prosperity.

WE CRAFT RELATIONSHIPS THAT SPAN FROM COAST-TO-COAST.

No matter where you may be located we are here to help.