Virginia Wealth Advisors has been named to the Forbes 2025 Best-In-State Wealth Management Teams list.
“Congratulations to Virginia Wealth Advisors on receiving this prestigious recognition. This honor reflects their dedication to delivering outstanding wealth management advice and exceptional client service. It also underscores how Janney’s combination of resources, personalized support, and a collaborative culture empowers advisors to elevate their practices and achieve success. We’re proud to support them,” said Kevin Reed, President of the Firm’s Private Client Group.
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information about any awards referenced, including relevant criteria, please visit janney.com/awards-disclosures.
ABOUT VIRGINIA WEALTH ADVISORS
With over 70 years of combined industry experience, Michael Gochenour, Mary Bryant Via, and Matthew C. Robinson have the perspective to give you comprehensive and customized financial advice. Our team takes time to understand your goals and develop a tailored financial plan, along with personalized investment strategies to help you accumulate, grow, manage, preserve, and transfer your wealth.
Our financial advisory practice is strengthened by Jacqueline Blosser, Sharon Krantz, and Constance Roach, who deliver extraordinary client service by providing personal attention and prompt execution to client needs. Our collective depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide quality guidance and execute financial solutions for every stage of life.
With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.
Janney Montgomery Scott LLC is an integral part of the nation’s financial history, having held the second oldest membership on the New York Stock Exchange. Through this unique perspective, we have seen our industry—and our clients—evolve. We have adapted to meet the challenges presented by change while adhering to the core principles of our founders—and our client commitment: service, trust and integrity. We rank as a top-tier, full-range
firm, providing financial services, investment banking and municipal and public finance services. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth. Janney Montgomery Scott LLC is a member of the New York Stock Exchange, Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.