Advice & Investments

Financial Planning & Investments to help you achieve your financial goals.

Your Goals.  Your Plan & Portfolio.  Your Journey.

As a valued member of our credit union, you have access to advice and investment services from our team of dedicated financial advisors. From your first investment through retirement, we are here to help regardless of your level of wealth. We adhere to the fiduciary standard of care, meaning our advisors are required to act in your best interests.

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Speak with an Advisor

Speak with a member of the investments team today or schedule a complimentary appointment!

You can receive:

  • Advice & guidance from a dedicated financial advisor
  • Investment portfolio based on your goals, time horizon, and risk tolerance
  • Periodic check-ins to review your financial situation & investments
  • Online portal & mobile app to view your investment plan & portfolio

 What can we help you with?

  • Retirement Journey
  • Investing to Retire
  • Retiring Soon
  • Already Retired
Rollover: 401(k) / Pension / TSP / 403(b) / 457
  • Life Milestones
  • Invest Inheritance
  • Major Purchase Savings
  • Job Change
  • Education
  • Selling a Property

  • Create Will or Trust
  • Earn More on Savings
  • Emergency Fund
  • Earn Income / Higher Yield %
  • Short-Term Investing
  • Long-Term Investing
  • Family Events
  • Marriage / Divorce
  • Minor / Custodial
  • Account
Passing of Loved One
  • Special Needs Child
  • Charitable Giving

Financial Advice

Your advisor can help you define your goals and analyze your options to develop and implement a personalized financial strategy.

  • Starting an Emergency Fund​
  • Retirement Planning
  • 401(k); IRA;  Social Security
  • Create a Will or Trust
  • Education / College Planning​
  • Insurance Analysis

Investments

Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.​

  • Managed Portfolios
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Stocks, Bonds
  • Cash Management
  • Portfolio Reviews
  • Annuities

How Your Money is Managed

Your goals - your portfolio. Investments that fit your investor type.

  • Financial advisors build a portfolio based on your goal(s), risk tolerance, time horizon, priorities, and values.
  • Our Investment Team actively manages your portfolio, keeping inline with objectives, considering macro economic events and market conditions - making adjustments as needed.
  • Automated rebalancing & dividend reinvestment.
  • Adjust and update as your life events or goals change. 

Complete Access with Your Investor Portal

Stay on track with 24 / 7 access to an all in one financial dashboard where you can easily view & track your goals and investments from desktop or mobile.

  • View balance, performance, and holdings
  • Access account statements & tax forms
  • Transfer funds - schedule deposits and withdrawals
  • Review your net worth, financial planning dashboard, track goal progress

Create a Trust or Will

Detail how you'd like to care for your loved ones. Designed for your unique lift situation, customized by you. With a straightforward interface and contextual help, you'll be guided through through the creation of a comprehensive estate plan.

Create all of the documents you need, including: a will; trust; durable power of attorney; healthcare directive; guardianship designation; and even a pet trust.

Click here to learn more about Trust & Will services.

Meet Your Financial Advisor Team

Our financial advisors are available via phone, email, and video conference. If you need assistance scheduling a meeting you may come to the branch and one of our team members will assist you. 

Michael McDermott

[email protected]
(804) 508-7876

Schedule a Call

Evan Kulak

[email protected]
(202) 780-4150

Schedule a Call

 Want to Invest on Your Own?

If you want to be hands-on with your investments, you can build your own portfolio with our Do-It-Yourself direct trading platform. You can do your own research and make the decisions which investments are right for you - from stock to bonds, mutual funds, commodities, and more. Select and manage your own investments at your own pace.

If you would like advice on managing your investment portfolio, our financial advisors are here to help. 

Disclosures

Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Advantage Financial FCU are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.