Financial Advisors
Trusted Financial Advisors Serving Central Virginia Since 1993 · Charlottesville, VA
Published in partnership with Lohr & Company
Book online anytime
| Mon | 9:00 AM – 5:00 PM |
| Tue | 9:00 AM – 5:00 PM |
| Wed | 9:00 AM – 5:00 PM |
| Thu | 9:00 AM – 5:00 PM |
| Fri | 9:00 AM – 5:00 PM |
| Sat | Closed |
| Sun | Closed |
Lohr & Company was founded in 1993 by Greg Lohr with a mission to provide personalized, client-centered financial planning to families and individuals in Central Virginia. What began as a solo practice has grown into a multi-generational advisory firm, with Greg's son Ethan Lohr now serving as a principal advisor alongside longtime team member Stephanie. This family-based approach reflects the firm's commitment to building long-term relationships that span decades and generations — many clients have worked with Lohr & Company for 20+ years, trusting the team to guide them through every stage of their financial journey.
The firm specializes in retirement planning, wealth management, investment strategy, and tax-efficient financial planning. Lohr & Company's advisors take the time to understand each client's unique goals, risk tolerance, and life circumstances, then craft customized financial plans designed to provide clarity and confidence. Unlike large financial institutions, Lohr & Company offers a boutique experience where clients receive direct access to their advisors, unhurried consultations, and transparent guidance without high-pressure sales tactics. Services include retirement income planning, portfolio management, estate planning coordination, life insurance analysis, and long-term wealth strategies tailored to individual needs.
Lohr & Company operates from two convenient locations: a primary office at 230 Court Square in downtown Charlottesville, and a secondary office in Madison, VA. While the firm embraces technology for virtual meetings when needed, they prioritize in-person relationships and face-to-face planning sessions. The team's approach is rooted in integrity, accessibility, and stewardship — clients consistently describe feeling like they're working with an extension of their own family. With a perfect 5.0-star rating on Google and decades of client testimonials highlighting trust, competence, and care, Lohr & Company has earned a reputation as one of the most respected financial advisory firms in the Charlottesville area.
The firm's philosophy centers on education and empowerment. Greg, Ethan, and Stephanie believe clients make better financial decisions when they fully understand their options, so they prioritize clear explanations, patient question-answering, and ongoing communication. Whether you're planning for retirement, managing a 401(k) rollover, coordinating life insurance, or building generational wealth, Lohr & Company takes a holistic view of your financial life and designs strategies that align with your values and aspirations. Their multi-decade track record and commitment to ethical, fee-based advisory services make them a trusted partner for Central Virginia residents seeking confident, well-informed financial planning.
Greg Lohr — Over 30 years of experience in financial planning and wealth management
Best for: Individuals approaching retirement, retirees managing investment portfolios, families coordinating estate and life insurance planning, professionals navigating 401(k) rollovers, multi-generational families seeking long-term wealth strategies
Service area: Charlottesville, VA, Madison, VA, and surrounding Central Virginia communities including Albemarle County and Madison County
Why choose Lohr & Company: Unlike large national financial firms, Lohr & Company offers a boutique, family-based advisory experience with direct access to experienced advisors who have served many clients for 20+ years. Their multi-generational structure (founder Greg Lohr now working alongside his son Ethan) and perfect 5.0-star rating reflect a rare combination of longevity, integrity, and personalized service that clients describe as an extension of their own family.
Multi-Generational Family Firm: Founded by Greg Lohr in 1993, now led alongside his son Ethan — a legacy approach that reflects the firm's commitment to long-term client relationships spanning decades.
Over 30 Years of Local Experience: Since 1993, Lohr & Company has been serving Central Virginia families with personalized financial planning, earning a perfect 5.0-star rating and deep community trust.
Client-First, No-Pressure Approach: Clients describe unhurried consultations, transparent advice, and zero high-pressure tactics — every strategy is fully explained and tailored to individual goals.
Two Convenient Central Virginia Locations: Offices in downtown Charlottesville (Court Square) and Madison, VA, with a focus on in-person relationships while offering virtual meetings when convenient.
| Service | Details | Starting Price |
|---|---|---|
| 401(k) Rollover & IRA Management | Expert guidance on rolling over employer retirement plans into IRAs with personalized strategies for tax efficiency and growth. | |
| Wealth Management | Personalized wealth management and investment strategies designed for retirement planning and long-term financial security. | |
| Retirement Planning | Personalized retirement planning to transition from accumulation to sustainable income and long-term security. |
Who are the advisors at Lohr & Company?
Lohr & Company is led by founder Greg Lohr, who started the firm in 1993 and has over 30 years of experience in financial planning. His son, Ethan Lohr, now serves as a principal advisor, and the team includes longtime advisor Stephanie. This multi-generational approach ensures continuity, deep expertise, and long-term client relationships. Many clients have worked with the firm for 20+ years, trusting the team through multiple life stages and market cycles.
What services does Lohr & Company provide?
Lohr & Company specializes in retirement planning, wealth management, investment strategy, tax-efficient financial planning, 401(k) rollovers, life insurance analysis, estate planning coordination, and generational wealth strategies. They take a holistic, personalized approach — each client receives a custom-built financial plan based on their goals, risk tolerance, timeline, and values. The firm serves individuals, families, and retirees throughout Central Virginia.
How much does Lohr & Company charge?
Lohr & Company operates as a fee-based advisory firm, meaning compensation is structured around the services provided rather than commissions on product sales. Specific fee structures are tailored to each client's situation and are discussed transparently during initial consultations. The firm emphasizes clear communication about costs, with no hidden fees or high-pressure sales tactics. Contact the office at (434) 260-6742 or via their website to schedule a consultation and discuss fee details.
What can I expect during my first meeting?
Your first meeting with Lohr & Company is a relaxed, unhurried consultation designed to understand your financial goals, current situation, and concerns. The team will ask questions about your retirement timeline, income, assets, risk tolerance, and long-term aspirations. They'll explain their approach, answer all your questions, and outline how they can help. Clients consistently describe the experience as pressure-free, educational, and personalized. There's no obligation — the goal is to determine if the firm is a good fit for your needs.
Who is Lohr & Company best for?
Lohr & Company is ideal for individuals and families in Central Virginia who are approaching retirement, navigating a 401(k) rollover, managing investments, or seeking long-term wealth management and estate planning guidance. The firm excels at serving clients who value personal relationships, clear communication, and a no-pressure advisory experience. Many clients are retirees or pre-retirees who want a trusted partner to help them transition from wealth accumulation to retirement income planning. The firm also serves younger clients building generational wealth and families coordinating life insurance and estate strategies.
How do I schedule a consultation?
You can schedule a consultation by calling the Charlottesville office at (434) 260-6742, or by visiting www.lohrandcompany.com and clicking 'Get In Touch' to submit a contact form. The firm offers both in-person meetings (at their Charlottesville or Madison offices) and virtual consultations for clients who prefer remote interactions. Office hours are Monday–Friday, 9:00 AM – 5:00 PM.
Does Lohr & Company only serve clients in Charlottesville?
While Lohr & Company is based in Charlottesville and Madison, VA, they serve clients throughout Central Virginia and can accommodate virtual meetings for clients outside the immediate area. Their two office locations make in-person meetings convenient for residents of Charlottesville, Albemarle County, Madison County, and surrounding communities.
What makes Lohr & Company different from larger financial firms?
Clients describe Lohr & Company as offering a boutique, family-based experience that contrasts sharply with large national firms. The team prioritizes long-term relationships over transactions, with many clients working with the firm for 20+ years. You'll work directly with experienced advisors (Greg, Ethan, or Stephanie) rather than being passed between junior staff. The firm emphasizes education, transparency, and personalized planning — no cookie-cutter strategies or high-pressure sales. Their multi-generational structure and perfect 5.0-star rating reflect a commitment to integrity and client care that sets them apart.
“Twenty five years ago Greg Lohr of Lohr and Company helped my husband plan our future. He sold us a long term care policy and our annuity. I'am so grateful for him and his connection to our community. His advice and his guidance through the years have been a blessing from God. He is truly a man who cares about the welfare of his clients and their families.”
— Frances Cooley, Google Review
“We were looking for a financial planner closer to home as my wife prepares to retire and I plan to follow in a few years. Friends recommended Greg Lohr, and after just two meetings, we knew he was a good fit for us. Greg’s Four Buckets method helped us clearly understand how our finances would support us into retirement. He explained everything in a way that was easy to understand and gave us confidence as we move forward. Greg and his assistant Stephanie are professional, efficient, and communicate quickly and clearly. We feel very secure having Lohr & Company manage our finances and highly recommend them!”
— Mike Hester, Google Review
“We've worked with Greg Lohr for over 30 years and now with his son Ethan as well. They've guided us through life insurance and retirement planning with care, professionalism and always the best interests of our family in mind. We trust Lohr & Company completely and truly enjoy our time with them. Great care from great people. We are blessed to have them in our lives.”
— Rebecca Swett, Google Review
“Greg Lohr was referred to us as we were seeking a financial advisor. When coming of retirement age, we honestly didn't know what to do next with our money. Greg met with us several times, talked about how the process works to move money and reassured us that it was safe to retire and have a steady income for many years to come. He walked us through every step, and we never felt alone in the process. He will meet as often as needed and answer any questions you may have from the beginning & forward. We highly recommend Greg & his team to anyone seeking information on financial advice!”
— J G, Google Review
“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.”
— Teresa Pond, Google Review
Book online: Get In Touch →
Phone: (434) 260-6742
Address: 230 Court Square Ste. 201, Charlottesville, VA 22902 (Get directions)
Website: lohrandcompany.com/?utm_source=+google&utm_medium=+gmb&utm_campaign=+webbutton&utm_id=gmb
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