Thomas P. Marshall
President, MBA – Vanderbilt University
Thomas P. Marshall founded VERPA to give Virginia families clear, independent retirement guidance centered on their best interests.
View Full Profile →Award Winning Fiduciary Advisors
Retirement Planning
Built Around Your
Best Interests.
For more than 30 years, we’ve helped Virginians approach retirement with greater clarity, confidence, and peace of mind. As an independent fiduciary advisory firm, we are legally obligated to put your interests first.
30+Years Experience
800+Retirees Guided
Voted “Best of Richmond”by the readers of the Richmond Times-Dispatch
BEST OF
RICHMONDBEST FINANCIAL
PLANNER
RICHMONDBEST FINANCIAL
PLANNER
Comprehensive Planning For
Every Stage Of Retirement
Integrated strategies. Fiduciary advice. A plan built around your life.
Financial Planning
Retirement income planning, Social Security strategies and financial guidance.
Investment Management
Tax-aware portfolio management aligned with your retirement goals.
Tax Advice
Strategies designed to help reduce unnecessary tax burdens.
Estate Planning
Protect your legacy and create a clear plan for future generations.
The VERPA Difference
Retirement Advice Built Around Your Goals,
Not Product Sales
As fiduciary advisors, we are legally obligated to act in your best interest. No sales quotas. No proprietary products. Just objective financial guidance tailored to your retirement goals.
Why Clients Choose a Fiduciary Advisor
VERPA Fiduciary AdvisorTraditional Product-Based Advisor
✓Legally obligated to put your interests first×May recommend products that pay commissions
✓Transparent, fee-based advice×Fees and incentives may be difficult to identify
✓Coordinated retirement, tax and investment planning×Advice may focus on a single product or account
✓Personalized strategy built around your life×Standardized solutions and proprietary products
Every recommendation is made with your goals and interests first.
Independent guidance without sales quotas, product pressure, or hidden incentives.
Clear, straightforward fees with complete transparency at every stage.
Customized retirement plans built around your goals, lifestyle, and needs.
Helping you understand financial decisions through clear, honest guidance.
Over 800 retirees guided with confidence through three decades.
Our Advisors
Meet The Team Behind
Your Retirement Plan
Retirement planning is personal. Get to know the experienced professionals who help individuals and families across Virginia make informed financial decisions with confidence.
Todd Kuimjian
CPA, CFA, Director of Tax Planning
Todd brings deep tax and investment experience to the firm’s integrated retirement planning process.
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James Driggs
JD, Director of Estate Planning
James helps clients connect their financial decisions with thoughtful estate and legacy planning.
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B. Praveen Bunyan
Director of Client Relations, Chaplain
Praveen supports clients with care, clarity, and a commitment to long-term relationships.
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Could You Be Paying More Tax Than Necessary?
Retirement taxes can have a significant impact on your long-term financial security. Let our team review your most recent tax return and identify opportunities that may help improve tax efficiency.
Client Experiences
Trusted By Clients Across Virginia
Our success is measured by the confidence and peace of mind our clients experience throughout retirement.
★★★★★
“The team took the time to explain every part of our retirement plan. We feel more confident and prepared for the years ahead.”
VERPA Client★★★★★
“Professional, knowledgeable, and always focused on what is best for our family. Their guidance has been invaluable.”
VERPA ClientTestimonials reflect individual client experiences and may not represent the experience of every client. Testimonials are not indicative of future performance or success.
In The News
Financial Guidance
Recognized Across Virginia
VERPA advisors have shared retirement, tax, and financial planning insights through leading local television and media outlets.
ABC 8News
Retirement Planning Insights
NBC 12
Financial Guidance For Virginia Families
CBS 6
Tax Planning In Retirement
Ready To Plan With Confidence?
Speak with an independent fiduciary advisor and get answers to your retirement, investment, and tax planning questions.
Start A Conversation →Serving Communities Across Virginia
Local Advisors.
Statewide Reach.
Meet with our advisors in person at one of our Virginia offices or connect virtually from wherever you call home.
Start The Conversation
Start Planning For Retirement With Greater Confidence
Speak with a fiduciary advisor who will take the time to understand your goals and answer your questions.