Comprehensive Wealth Management

Meet Our Team

As fiduciaries, our financial advisors are committed to providing transparent investment advice aligned with your best interests.

About Us

Patina Wealth is an independent and fee-only Registered Investment Advisor serving the Crozet/Charlottesville and Richmond areas, and clients virtually. Being independent and fee-only ensures that our firm acts as a fiduciary for our clients - always putting client interests ahead of our own.

OUR PROMISE TO YOU

100% fiduciary responsibility
No commissions
No hidden or excessive fees
No ulterior motives
No conflicting loyalties

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John Mumper and Sam Harris, Financial Advisors

Why a Fiduciary?

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