Charles Atwill (CFP®)

Charles Atwill focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

AFCG works on a fee-only basis with individuals, families, business owners, trusts, and non-profit organizations in the following areas:
  • Development of retirement savings and withdrawal strategies
  • Investment management for capital appreciation, distribution/income, and legacy/inter-generational transfer objectives
  • Cash flow-based, comprehensive financial planning including household budgeting, asset allocation and investments, risk management and insurance, tax planning, and estate planning
  • Business Exit Strategy and Business Process Optimization

Additional Information

Charlie Atwill is a Certified Financial Planner™ practitioner with over 17 years of experience advising clients. He has been quoted and interviewed by a variety of print, electronic, and broadcast media outlets including The Wall Street Journal and Newsmax.

He is a member and past co-president of the Financial Planning Association of Central Virginia and past Chair of the Finance Committee of the Legal Information Network for Cancer (LINC). Through LINC, AFCG provides pro bono financial planning services for cancer patients and their families.
 
Charlie and his family currently live in Goochland, VA.

NAPFA Start Date

December 21, 2011

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This Office

7202 Glen Forest Drive Suite 101 Richmond, VA 23226-3776 Phone: (804) 672-0040 Fax: (804) 672-2006