Tonya Kern

Concentric Wealth Partners, located in Glen Allen, VA, is dedicated to providing a comprehensive and interconnected approach to wealth management, ensuring that clients are placed at the center of their financial planning. Their experienced team focuses on tailored solutions for high-income earning professionals, business owners, and individuals preparing for retirement, delivering structured processes, analytical insights, and personalized guidance. As part of Raymond James, Concentric Wealth Partners emphasizes trusted partnerships with clients to help them achieve their best financial futures. With a focus on nurturing wealth and managing sudden financial changes, they offer a range of services designed to build and preserve client assets effectively. Generated from the website

BDC Capital Management is an independent fee-only firm based in Glen Allen, VA, with over thirty years of experience serving clients with a values-based approach to financial planning. Specializing in investment management, strategic tax planning, retirement planning, and estate planning, they aim to align portfolios with clients' beliefs and long-term goals. With a team of CERTIFIED FINANCIAL PLANNER professionals and a commitment to putting client interests first, BDC Capital Management offers personalized financial guidance that prioritizes relationships over transactions. Their Biblically Responsible Investing approach ensures that clients' finances are managed in line with their values and beliefs.Generated from the website

Oyster Consulting LLC, based in Glen Allen, VA, specializes in providing comprehensive consulting, outsourcing, and technology solutions tailored for the wealth management industry. Their expert team offers guidance on navigating complex regulatory challenges, enhancing business operations, and optimizing strategies for long-term growth. With a focus on integrating compliance processes and leveraging industry expertise, Oyster Consulting empowers broker-dealers, investment advisors, and exchanges to streamline operations and meet evolving regulatory demands. Their innovative platform, Oyster Solutions, offers a cohesive toolset designed to simplify compliance management and elevate user experience. Generated from the website