Retirement Should Be Simple.

We’ll Help You Keep It That Way.

MADISON, VA • LOHR & COMPANY WEALTH MANAGEMENT AND FINANCIAL ADVISING • EST. 1993

Retirement in Madison, VA

There’s something special about Madison—its quiet charm, scenic beauty, and slower pace that make it an ideal place to enjoy retirement. After years of hard work, you finally have the time to take it all in. We want to help make that happen.

Two cyclists riding on a paved path through open grassy field under a partly cloudy sky.
Front porch with two wooden Adirondack chairs, pillows, a small rug, potted plants, and outdoor lighting fixtures.
Vineyard with rows of grapevines and clusters of green grapes hanging from the leaves.
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Practical Planning for a Retirement You Can Enjoy

Three people sitting on a porch chatting; two men and a woman, enjoying a sunny day with trees and a lawn in the background.

We’ve been helping hardworking individuals and families in Madison, VA plan for retirement for over 30 years. Whether you’re getting ready to retire or already there, we’re here to provide steady, straightforward guidance to help you make the most of what you’ve saved. From retirement income planning to investment oversight and beyond, our services are built to support your real-life goals—so you can spend doing what matters most.

Two men in suits smiling outdoors in front of a brick building.

Our Story in Madison, VA

Greg Lohr, founding partner, grew up spending weekends on the family farm in Madison, VA. For the family, it was a sweet, peaceful escape — and it still is today.

After establishing a base in Charlottesville, Lohr & Company added a Madison office to serve retirees in a place where our roots run deep.

A white two-story house with black shutters, a front porch, and an American flag, surrounded by green trees and lawn.

Our Madison Office Location

Walking with you through retirement means being there when you need us – whether it’s for in-depth financial planning or a simple hello.

Our Madison office should feel like home — that’s because it was. The Madison office was the childhood home of Greg’s grandfather and is located just beside the local library on Main Street.

Client Testimonials

  • I am very satisfied with Lohr & Company everyone is very helpful and they try to look out for your best interest. I would highly recommend them.

    Danny A.

    Madison, VA

  • Love working with Greg and Stephanie in the Madison office! Greg spent a great deal of time reviewing my options and selecting the plan that worked best for my situation, while Stephanie worked behind the scenes to set everything up. Despite abundant complications with my previous employer, including delay after delay, Greg and Stephanie worked diligently with me to set up my annuity to start in 2025! Thank you for your patience, guidance, and grace throughout this challenging process! I look forward to continuing our work together...

    Donna J

    Gordonsville, VA

  • The wonderful people at Lohr & Co. are exceptional. They take time to answer questions and concerns. At times they reach out just to find out how I'm doing. I feel at peace having them take care of my financial needs.

    Jean G.

    Culpeper, VA

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*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.

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