You’ve worked hard to reach this point. Now, let’s plan what’s next.

At Lohr & Company, we understand the goals, questions, and concerns you face as you plan for your retirement— and we want to partner with you.

Our financial services are designed with you in mind.

As trusted financial advisors in Central Virginia, we guide clients in making informed financial decisions to achieve their long-term goals. With more than 30 years of experience in financial planning and wealth management we’re here to help you build a secure financial future.

Three people with serious expressions sitting at a table in a room with beige walls, abstract artwork, a black clock, and a lamp, engaged in a serious discussion.

Positioned to serve you now and into the future.

While virtual interactions are a nice convenience, it’s still important to be together. Our office locations in both Charlottesville, VA and Madison, VA make that happen.

Row of historic brick townhouses with black shutters, small front stairs, leafless trees, a black lamppost, and a brick-paved street.
A classic white two-story house with black shutters, a porch, and an American flag hanging from a pole, surrounded by green trees and a well-maintained lawn.

READ OUR MOST RECENT BLOG POST:

Golden geometric bear sculpture next to a colorful bar chart on a pink background.
Smiling man in a suit standing in front of a brick wall.

How Retirees Can Respond to Market Volatility with Confidence

Client Testimonials

  • A middle-aged man in a black suit, white shirt, and a yellow striped tie standing in front of a brick wall.

    Michael T.

    “Lohr & Company has been taking care of our family’s financial future for almost 20 years. We appreciate so much the care and stewardship that we receive from this company. It has been amazing through the years to see our retirement plan come into focus. Lohr & Company custom builds a retirement plan that will fit your financial ability and need without the stress and confusion that bigger firms bring. All questions are answered instantly, and we have never felt compelled to move into something that is not fully understood. No pressure or gimmicks, just solid advice and outstanding management. The attention Lohr & Company has given our needs financially and spiritually has been one of the greatest blessings of our lives.

    Thank you, Greg, Stephanie and Ethan.”

  • A man and woman in wetsuits holding surfboards at the beach, smiling and looking at each other.

    Teresa P.

    “We recently retired and were looking for a knowledgeable financial advisor to help us manage our 401k assets and plan the best path forward for long term growth and future savings. We interviewed a number of advisors both in and out of state and really felt a connection with Greg Lohr. Greg has a personable and easy going approach, and he spent a considerable amount of time asking/answering questions and listening to the plans we had for our upcoming retirement adventures. From there he designed a plan that we really liked and adopted.

    Doing business with Greg, Ethan and Stephanie makes us feel like we have a financial partner on our side for the long term, and we couldn’t be happier with our decision.”

  • A smiling older man with gray hair and a beard sitting on a blue park bench in a green park, wearing a blue and black jacket and a black backpack.

    Brian W.

    “I cannot have imagined planning my retirement without Lohr & Company. I was terrified and excited at the same time.  Ethan walked me through the process and changed my mind on several things for the best and I cannot thank them enough; amazing. 10 thumbs up.”

  • A smiling older woman with gray, wavy hair, wearing a bright orange top and white pants, against a light blue background

    Conally G.

    “Greg Lohr and his team possess industry knowledge and genuine care. They have spent years building the kind of business that can be passed down to the next generation (hence, Greg’s son, Ethan, continues to exercise increasing degrees of responsibility). And this legacy commitment has implications: winning and keeping generations of clients demands consistent intelligence but also ongoing integrity. And it’s that very combination of success and integrity which breeds ongoing trust in clients, me included.

    To put it more succinctly, Greg and his team are financially sharp, personally involved, and consistently ethical. That’s hard to beat.”

  • A joyful woman with blonde hair smiling outdoors with sunlight filtering through trees.

    Julie S.

    “I have worked with Greg and Stephanie for over 25 years. He started me on my journey for wealth management and long term planning and I am forever thankful for him. He made recommendations around life insurance and investments that have brought me through raising children, saving for retirement, creating generational wealth, and more. I trust the practice to make sound investment recommendations to help me make the most on my investments.

    Working with Lohr & Co feels like an extension of family.”

*These testimonials were provided by real clients. Their statements may not be representative of the experience of others and are not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Join Our Newsletter