Payne, Thomas

Silvercrest Asset Management Group is an independent, employee-owned, registered investment advisory firm that provides asset management and family office services to families, endowments, foundations and institutional investors. It offers equity, fixed income, outsourced and alternative investments services. The firm specializes in portfolio construction, risk management and diversification. Silvercrest Asset Management Group offers a range of family office services that includes bill paying, accounting, domestic employee payroll management, medical insurance administration and other similar personal accounting services. In addition, it offers its investment advisory clients a range of concierge services. Headquartered in New York, N.Y., Silvercrest Asset Management Group maintains a location in Charlottesville, Va.

Kaelber Billmyer Kaelber LLC is a CPA firm located in Charlottesville, VA, specializing in accounting, tax, and business consulting services. The firm is dedicated to providing quality service to its clients while maintaining a welcoming atmosphere for its team members. With a focus on excellence and work-life balance, the firm is open to new relationships but currently has limited capacity to engage new clients. They particularly prioritize responsiveness for individuals seeking tax assistance related to decedent estates during peak busy seasons. Generated from the website

Marotta Wealth Management is a team of fee-only financial advisors based in Charlottesville, VA. They are dedicated fiduciaries who prioritize their clients' financial goals and provide comprehensive financial planning services. Their clientele consists of small business owners, university professors, and super-savers who prefer to delegate their financial management to a team of professionals. With a focus on customer service, Marotta Wealth Management offers a range of services including cash flow management, asset allocation design, portfolio management, tax planning, estate review, and retirement savings analysis. They pride themselves on being a trusted and reliable partner in helping clients achieve their financial objectives.Generated from the website