CLIENT LOGIN

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.

At Sturman Wealth 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.

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 works closely with individuals and families, serving them as a trusted partner to address all of their wealth planning needs.

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

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

Todd works closely with individuals and families, serving them as a trusted partner to address all of their wealth planning needs.

Crawford Ulmer

Client Services Associate

Crawford supports Todd in all aspects of serving clients. Crawford graduated from the University of Virginia’s McIntire School of Commerce in 2017 with concentrations in finance and accounting. Before joining the team in May 2017, he completed several internships in accounting, corporate finance (at a Fortune 500 company), and financial planning. Crawford is currently completing the coursework for the CERTIFIED FINANCIAL PLANNER (CFP®) exam. He grew up in Crozet, Virginia and currently lives in Charlottesville. In his free time, he likes to read, play golf, and hang out with friends.

Phone: 434-817-8024
Email: crawford@sturmanwealth.com

Crawford supports Todd in all aspects of serving clients.