Rather than fall prey to Wall Street speculations or the hot stocks of the moment, we combine a research-driven investment process with personalized advice to deliver comprehensive financial solutions.
Our mission is to help clients make wise financial decisions and work toward their long-term goals, combining our experience in financial planning with our disciplined approach to investing.
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“We’ve been clients of Lohr & Company since 2015 and have been quite pleased with all aspects of our relationship. At our initial meeting with Greg he did not ask how much money we wished to invest, but rather what we wanted to do in the future. He wanted us to be comfortable with his investing strategy and provided us a list of his clients and encouraged us to contact them. We knew a number of his clients and they were open and frank in response to our questions. After further meetings with Greg, he proposed an investment vehicle that both my wife and I were confident would meet our needs. Since that initial investment, we have relied on Greg’s advice for additional investments as well as withdrawals and other financial planning activities. In every instance, we have felt that Greg has had our best interests at heart. We recommend Lohr & Company without reservation.”
The statement was provided 7/1/22 by William Craig who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“My husband and I have been working with Greg for several years and have found him to be very knowledgeable and professional. He is always happy to answer any questions that we might have with easy to understand explanations.
Greg and Stephanie are very honest and dedicated to helping their customers. They are a pleasure to work with. We highly recommend financial planning with Lohr and Co.”
The statement was provided 8/2/22 by Sue Jarrell who is a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Sharp financial insight combined with a generous, family-friendly feel.”
"The statement was provided 08/11/22 by Chris Atwell, a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For addition reviews, search us wherever local businesses are reviewed."
Greg, Ethan and their families have lived in Charlottesville for the past 25 years. Once, a quiet town, with a state-renowned university, the Charlottesville area is one of the fastest growing regions in the state. Similarly, the University of Virginia has since become one of the top public universities in the nation. Part of the influx into Albemarle County is driven by retirees looking for an area that values culture, entertainment and top medical care combined with a slower pace of life. Charlottesville checks those boxes. Lohr & Company specifically serves this retiree demographic with their retirement planning and wealth management needs.
Centrally-located, Charlottesville makes it easy for Greg and Ethan to meet clients in their other office locations in Madison, Virginia and Staunton, Virginia.
The financial advisors at Lohr & Company can help you figure out how much you’ll need throughout your retirement and provide a strategy to help you get there. Our financial advisors offer these services for individuals and families in or nearing retirement: comprehensive financial planning and disciplined investment management using our well-known 4 Buckets Income Strategy.
To speak to one of our financial advisors at Lohr & Company, schedule a consultation today.
From East: Follow I-64 W to US-250 W. Take exit 124 from I-64 W. Follow US-250 W and E High St to destination.
From West: Follow I-64 E to exit 114. Follow US-250 E to Park St in Charlottesville. Take the Park St exit.
From North: Follow US-29 S. turn left onto Hydraulic Rd. turn left onto US-250 E/US-250 BYP E. Take Park St. exit.
From South: Follow US-29 N. Continue onto US-250 E. Take Park St. exit.
The 4 Buckets Strategy Super Guide can help you answer critical questions including whether or not you’re truly ready to retire, how to determine the amount of annual retirement income you’ll need, and deciding where that retirement income will come from.
Why partner with Lohr for your financial planning and other advice needs?
There is a vast universe of investment vehicles and account types to know and understand when preparing for retirement such as individual retirement accounts (IRAs), 401(k)s, high-yield savings accounts, real estate property, money market accounts (MMA), and fixed annuities. What does all of this mean? What should you consider and what should you avoid? On top of that there are tax laws, required minimum distributions, penalties, inflation, and other risks to consider. Not to mention establishing how your investment portfolio and savings accounts play into your overall retirement income plan.
Partnering with Lohr & Company takes the guesswork out of managing your retirement income streams. Our 4 Buckets Income Strategy is a simple, yet strategically designed concept to maximize the efficiency of your retirement income plan. The strategy is designed to show where and how your income needs are being met in retirement and incorporates research-backed investment principles and tax efficiency, giving you the confidence you need to enjoy the retirement years of your life.
You have worked hard to accumulate the wealth that you have. To ensure that your legacy exists far beyond your lifetime, you’ll want to incorporate estate planning and generational wealth management into your existing retirement plan.
At Lohr & Company, we are able to incorporate considerations for generational wealth planning as part of our financial planning. Our advisors are also able to work with your existing estate lawyers and tax advisors to create an effective and efficient estate plan that considers probate expenses and tax implications.
You can’t escape inflation in today’s news. Rising prices are all around us. If you’re approaching or in retirement, that can be a big concern.
Most of us have lived through economic downturns before, and many remember the Great Recession’s impact. When you’re young, recessions can be difficult, but you
By Greg Lohr, MBA and Ethan Lohr, CFP® Think bear markets are all bad? Think again. While seeing your account value drop in an economic
