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Our Services

Founded in 1983 in Richmond, VA, Greenwood Financial Group is a full-service financial services firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients.

Our independence enables us to establish working relationships with a number of industry-leading financial firms whose products we leverage to create customized solutions for our clients. We recommend only those products and services that can be tailored to suit our clients unique needs.

Our highly experienced and educated team of advisers provides comprehensive financial planning services, including:

Retirement Planning

Make the most of your employer-sponsored retirement plans and IRAs by determining how much you need to retire comfortably. Our team can manage your retirement assets prior to, and during, retirement.

Tax Management *

Looking for ways to help reduce your current and future tax burden? Let us refer you to a qualified tax specialist.

Estate Planning *

Our team can assist with helping you define your estate planning goals and also refer you to the appropriate people to implement your plan.

Risk Management

We will review your existing insurance policies and recommend policy changes when appropriate to ensure you are protected.

Education Funding

Our team can recommend investment and accumulation strategies to help you pay for your childrens’ education.

Investment Planning

We will work with you to determine your risk tolerance and appropriate investment vehicles to help you achieve your financial dreams.

Employee and Executive Benefits

We have access to a robust offering of health, life, and disability plans for businesses, as well as retirement plans.

Individual Insurance

We can access a variety of insurance offerings to help clients meet their insurance needs, including health, life, disability, homeowners, auto, boat and more.

* Neither Cambridge Investment Research, Inc. nor its representatives offer tax or legal advice. Please consult your tax advisory or attorney for guidance.