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Home > Business & Finance > Marshall Groom
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Marshall Groom
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This expert is currently unavailable for sessions. We apologize for any inconvenience caused.
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Expert in:
Business & Finance
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Rating:
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Languages:
English
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Independent, Fee-Only Comprehensive Financial Planning and Investment Management Services
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Degrees
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BBA Finance, JD, CFP
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My Expert Service
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Groom Financial Advisory (GFA) is a fee-only, registered investment advisory firm offering financial planning and investment management services. Both services are fee-only without the sale of financial products. Financial planning is provided on an hourly basis with no account minimums or net worth requirements making this important service available to people from all walks of life. Investment management includes the design, implementation and ongoing monitoring of the investment portfolio.
GFA advisors work solely for their clients: as Fee-Only advisors, all potential conflicts of interest regarding compensation are removed.
We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Groom Financial Advisory can help you along the way.
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Experience & Qualifications
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14+ years experience in estate and financial planning
CERTIFIED FINANCIAL PLANNER practitioner
Registered Investment Adviser in Virginia
Member, Virginia State Bar, Section on Trusts and Estates
Member, National Association of Personal Financial Advisors (NAPFA)
Member, Financial Planning Association of Central Virginia
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Available Modes Of Communication
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email/chat
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Contact
Marshall Groom
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