WHO WE ARE
A tight-knit advisory team focused on your wealth management goals
Headquartered in Richmond, Virginia, Founders Grove Wealth Partners is dedicated to helping you and your family transform wealth into meaningful and abundant lives.
WHO WE ARE
Where deep industry knowledge meets an entrepreneurial spirit
Created by a collaborative team of seasoned financial experts, Founders Grove brings together decades of combined experience and industry credentials with the innovative, can-do spirit of a younger team.
In fact, founders Jeremiah Winters and Kate Atwood are more than Certified Financial Planners™. They each hold advanced designations that enable them to offer specialized expertise to help clients navigate even the most complex financial landscapes.
Strong relationships matter
We believe that true wealth management isn’t transactional. It’s personal. We strive to build genuine, lasting relationships to protect and grow your wealth for generations. We’re here for you, remembering birthdays and celebrating your milestones. And we’re always ready to act at a moment’s notice when you need us most.
Defined by gratitude
Everyone at Founders Grove believes that wealth is not simply about accumulation. It’s about appreciation. And celebrating rich, fulfilling lives. We’re here to help you live abundantly, turning wealth into a legacy of joy, generosity and positive impact. Because what’s important to you is important to us.
Putting your interests first
As independent fiduciaries, we’re not beholden to the business motivations of a larger institution. Instead, we put your best interests first, every step, every decision. Our independence allows us to work nimbly, adapting to rapidly evolving market conditions with advanced tools and tailored solutions.