YOUR ADVISORS
An unwavering client-first focus.
We intentionally work with a limited number of clients to ensure we can deliver on our promises. We are grounded in a family culture that prioritizes your needs and interests above all else. Trust is paramount – the foundation of any healthy relationship, including that of client and advisor. We work diligently to earn and maintain your trust and confidence.
As your advisors, we make it our business to liberate you from the burden of financial management and give you the time and mind space to focus on living the life you want.
When looking for an advisor, you want someone who:
Learns your story and personally knows you to understand your best interests
Relies on research to design and refine investment portfolios that are in line with your financial life
Offers advice in a patient and straightforward manner, taking an honest, non-sales approach
Communicates with you proactively and consistently
We are keenly aware that our success is your success.
You are our client. You inspire us.
We respect you and are fortunate to work with you.
When you want professional guidance, we stand ready to help you.
YOUR ADVISORS
Todd Sturman, CFP®, AIF®
Wealth Advisor
Todd works closely with individuals and families, serving them as a trusted partner to address all of their wealth planning needs. After graduating from the University of Virginia, Todd gained experience with MFS Investment Management, Mellon Private Asset Management (now BNY Mellon), and American Express Financial Advisors (now Ameriprise Financial.) In 2003, he founded his independent practice and has been directly serving clients since then. Todd is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®).
Todd was raised in Kennebunk, Maine and he married his college sweetheart, Suzanne. After living in the Boston area for many years, in 2011 Todd and Suzanne moved to Charlottesville where they live today with their three children. When he isn’t working, Todd enjoys sports, cooking, travelling, adventures with his family, and time with friends. Todd takes pride in being active in the community, giving his time and resources to a handful of non-profit organizations, including ReadyKids, for which Todd served as a board member for six years.
Phone: 434-201-2255
Email: todd@sturmanwealth.com
Todd Sturman, CFP®, AIF®
Wealth Advisor
Todd works closely with individuals and families, serving them as a trusted partner to address all of their wealth planning needs. After graduating from the University of Virginia, Todd gained experience with MFS Investment Management, Mellon Private Asset Management (now BNY Mellon), and American Express Financial Advisors (now Ameriprise Financial.) In 2003, he founded his independent practice and has been directly serving clients since then. Todd is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®).
Todd was raised in Kennebunk, Maine and he married his college sweetheart, Suzanne. After living in the Boston area for many years, in 2011 Todd and Suzanne moved to Charlottesville where they live today with their three children. When he isn’t working, Todd enjoys sports, cooking, travelling, adventures with his family, and time with friends. Todd takes pride in being active in the community, giving his time and resources to a handful of non-profit organizations, including ReadyKids, for which Todd serves on the board.
Phone: 434-817-8023
Email: todd@sturmanwealth.com
