Registered Investment Advisors with offices in Crozet and Richmond

Serving as a Fiduciary for our clients since our inception.

Sam Harris

Crozet/Charlottesville
Sam@PatinaWealth.com
(434) 282-4284

John Mumper

Richmond
John@PatinaWealth.com
(804) 380-1050

 

Patina Wealth is an independent and fee-only Registered Investment Advisor serving the Crozet/Charlottesville and Richmond areas. Being independent and fee-only ensures that our firm acts as a fiduciary for our clients - always putting client interests ahead of our own. With Patina Wealth, you can always count on objective and transparent investment advice.

 

OUR PROMISE TO YOU

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

 

OUR SERVICES

WHY A FIDUCIARY

WHO WE ARE