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ENGAGEMENT. TRUST. TRANSPARENCY. Financial planning to improve your lifestyle...
it's what we do!

Our mission is to help improve the lives of our clients and impact our community through engagement, trust, and transparency.

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“I have been with Financial Dynamics for 2 years and find them to be honest and savvy investment consultants. Always ready to lend assistance.”

Del K.

“What would I do without Ricky. Thank you for always being there for me and my many questions. You are the best.”

Karen L.

“Financial Dynamics & Associates, Inc. is GREAT.”

Jack G.

“The staff at Financial Dynamics are friendly, courteous, and hospitable. They are very easy to talk with and value your opinions and decisions. If you need assistance in other areas, they can point you in the right direction and offer very good contacts.”

Phil P.

"As always thank you so much for caring for our little nest egg, allowing us to retire early!!"

Christy F.

"Thank both you and Isaac. You have always been a wonderful source of information and help when we have needed it."

Tonya M.

"I have been part of the Financial Dynamics family for a number of years. It gives me quite a lot of comfort having you manage my account and to know that you have my best interest in mind. I appreciate the competence, honesty and professionalism that I have experienced throughout the years. Your services are a very valuable part of my life, otherwise I think I would be lost in the sea of finance and money management, especially since we must weather the current state of affairs in the world and our economy.
You have my utmost admiration in having the knowledge to manage a company such as yours and the friendliness that accompany it. A thousand thanks to all of Financial Dynamics and all of your hard work."

Joe A.

All of the endorsements and/or client testimonials posted on this website are unpaid and unsolicited. The experiences and views shared by the reviewers do not necessarily represent the perspectives of all clients. Any reviewer discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

What does the term “Financial Planning” mean for me?

It used to be that a “financial planner” was someone who simply managed your investments. Times have changed and at Financial Dynamics & Associates, we think that our clients deserve more. We provide financial planning services for all of life’s needs including retirement, investments, taxes, estate, and insurance.

Located in Midlothian, Virginia, we serve the greater Richmond metro area and partner with individuals and families to create customized financial and lifestyle plans that help them feel confident about living life to its fullest.

Get Started in

4 Easy Steps

We understand that our clients are busy people! Between careers, family, and service, they just don't have a lot of time left over. That is why we made the steps to work with us straightforward and simple.

01. SCHEDULE

Simply reach out and schedule a time to discuss your situation. We want to learn about your financial goals and concerns. There is no homework prior to our conversation.

02. ENVISION

We’ll meet in-person to talk about your financial situation in detail. We'll explore how we can help you achieve your goals and the next steps for moving forward.

03. STRATEGY

We’ll collaboratively review your overall financial and lifestyle plan to help you streamline goals, cover areas for improvement, and simplify your finances.

04. IMPLEMENT

Working together, we will help implement your financial and lifestyle plan. We will create a customized contact schedule to make sure your plan and lifestyle stay on track.

You Can Also Call Or Text Us 804.777.9999

 

 

As Seen On

Kiplinger
NBC 12
WRVA

Welcome to Wright Money Tips! Join Isaac Wright, CFP®, ChFC® and his guests for a monthly podcast as they discuss current topics pertaining to personal finance and lifestyle planning. You may recognize Isaac through his radio show on WRVA that ran close to 10 years. He has also been a past contributor to various media outlets including CBS, The Richmond Times Dispatch, and Kiplinger just to name a few. Take a listen and subscribe today to receive notifications on new episodes, our custom newsletter, and even upcoming events!

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Ready to Take The Next Step?

For more information about our comprehensive financial planning and investment management services, schedule a complimentary call today.

You Can Also Call Or Text Us 804.777.9999