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

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.

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!

Upcoming Events

Thursday, December 5, 2024

Why Add Alternative Investments?

Virtual Zoom Webinar
Thursday, December 5, 2024 | 1PM - 2PM EST

An investment class that was once exclusive to endowments and other institutional investors is becoming more accessible to everyday investors. Explore how alternatives could complement your portfolio for growth.

Client Testimonials

*These testimonials were provided by real clients. Their statements may not be representative of the experience of others and are not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

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