About Us

Multiple perspectives.
Focused on you.

Our Journey

Built so you can
benefit from all of us.

Many financial advisors work alone. But we’re a different kind of team. A team that actually collaborates on every client.

It started with Jonathan Chasen and Crystal Martin in 2014, intentionally bringing together advisors and professionals who’d discuss client situations rather than just manage their own books. Over the years, we’ve added complementary experience: portfolio design, comprehensive planning, income strategies, and operations leadership. And in 2021, John Smith merged his 26-year Charlottesville practice with ours, deepening our local roots.

The result is something special. When you work with us, your advisor has an entire team behind them.

What guides us when no one’s watching.

We Talk About You (In a Good Way)

Our entire team discusses your situation. We pool perspectives, challenge assumptions, and find solutions that one person might miss. When we say we collaborate, we mean we literally won’t stop talking about how to help you.

Behavior Matters as Much as Returns

Markets go up and down. The real challenge is helping you stay calm and committed during the downs. We coach you through difficult moments so you can stick with strategies designed for your long-term goals.

Everyone Deserves Respect

All people deserve financial advice from providers who respect them, regardless of their background, experiences, family structure, or beliefs. We’re a safe space for all clients.

Planning Requires Flexibility

Job transitions, inheritances, divorce, retirement. Your life changes and your plan needs to adapt as your circumstances evolve. We build strategies that can adjust with you.

Both Active and Passive Strategies Belong

We don’t believe in choosing one investment approach over another. Passive funds can provide efficiency. Individual stocks can help you stay grounded during volatility. Both have a place in your portfolio.

Meet Our Team

The people discussing
your financial life.

Advisors with CFAs and CFP® credentials. Planning specialists and operations professionals. Community volunteers. What brings us together is a shared belief that your financial life deserves more than one person’s perspective. We listen carefully, challenge each other’s thinking, and work together to help you make confident decisions.

About &Partners.

We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.

Read More About &Partners

Your financial journey deserves a team.

We’ll listen to your story, collaborate on solutions, and build a plan designed around your goals.

Let’s Get Started
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