Private Wealth Management & Financial Planning in Richmond

local knowledge. all in-house.

About the Richmond Team

The Richmond Team provides collaborative, relationship-driven financial planning and advice for entrepreneurs, executives, and families across the Richmond and Orlando areas and throughout the United States. Led by Senior Wealth Advisors Chad Faulkenberry, CFP® and Angela Lessor, the team is known for its ability to simplify complex financial decisions and align wealth strategies with what matters most to each client. With a strong foundation in holistic planning, disciplined investment management, and ongoing guidance, the team works closely with clients to help them navigate life’s milestones and opportunities with confidence. Supported by a deep planning bench and a shared commitment to attentive service, the Richmond Team partners with clients to define success on their own terms and build plans designed to evolve over time.