Financial Advisor in Charlottesville, VA

Our Process

Discovery

We start by getting to know you—your financial situation, goals, risk tolerance, and financial habits.

Ideas

Once we understand your situation, we’ll recommend the best next steps for your financial plan. We’ll present everything clearly, allowing you to ask questions or suggest changes before moving forward to the final step.

Action

A plan is only as good as its execution. In this final phase, we’ll assign roles and responsibilities to bring your financial plan to life. It’s a team effort!

At Lohr & Company, we understand the concerns you face as you plan for your retirement and enter one of life’s greatest transitions— and we want to partner with you.

Our financial services are designed with you in mind.

As trusted financial advisors in Charlottesville, VA, we guide clients in making informed financial decisions to achieve their long-term goals. With 30+ years of experience in financial planning and a disciplined investment approach, we’re here to help you build a secure financial future.

From retirement planning to investment management and more, we invite you to discover the many services we offer to help you along your journey.

Upcoming Events

October 31

The Four Buckets Retirement Income Strategy^®

Virtual Zoom Webinar

Thursday,

October 31st, 2024

at 12:00 - 1:00 PM EST

Testimonials

“We’ve been clients of Lohr & Company since 2015 and have been quite pleased with all aspects of our relationship. At our initial meeting with Greg he did not ask how much money we wished to invest, but rather what we wanted to do in the future. He wanted us to be comfortable with his investing strategy and provided us a list of his clients and encouraged us to contact them. We knew a number of his clients and they were open and frank in response to our questions. After further meetings with Greg, he proposed an investment vehicle that both my wife and I were confident would meet our needs. Since that initial investment, we have relied on Greg’s advice for additional investments as well as withdrawals and other financial planning activities. In every instance, we have felt that Greg has had our best interests at heart. We recommend Lohr & Company without reservation.”

-Bill and Marise Craig (current clients)

The statement was provided 7/1/22 by William Craig who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“My husband and I have been working with Greg for several years and have found him to be very knowledgeable and professional. He is always happy to answer any questions that we might have with easy to understand explanations.

Greg and Stephanie are very honest and dedicated to helping their customers. They are a pleasure to work with. We highly recommend financial planning with Lohr and Co.”

-Sue Jarrell (current clients)

The statement was provided 8/2/22 by Sue Jarrell who is a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“Sharp financial insight combined with a generous, family-friendly feel.”

-Chris Atwell (current clients)

"The statement was provided 08/11/22 by Chris Atwell, a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For addition reviews, search us wherever local businesses are reviewed."

The entire Lohr team is the absolute best at what they do. It’s rare to have professionals care so personally about their clients. And Lohr & Company truly looks after our needs and best interests. We are extremely happy to be working with them.

-Jay and Rebecca Smith (current clients)

The statement was provided 2/15/23 by Jay Smith who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Around six years ago we were introduced to Greg Lohr (referred to us by my daughter). We were impressed with his sincerity to help us with our financial future. I was getting ready to retire and wanted to make sure I would be okay financially. Many thanks to Lohr & Company, my husband and I are both retired and doing wonderful. Greg and his team are so compassionate and kind, we love doing business with them.

-Colleen and Bob Mocarski (current clients)

The statement was provided 1/31/23 by Colleen Mocarski who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

I highly recommend Greg and Ethan! They have gone above and beyond to meet with me and advise me in my finances. They are both very approachable, and I am always able to reach a real person when I have a question or a need arises. They keep me well informed of what I need to know about my accounts, and have handled my investments responsibly.

-Wendy Davis (current clients)

The statement was provided 2/15/23 by Wendy Davis who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Lohr & Company is a trusted financial partner, and has proudly served Charlottesville since 1993.