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How We Work

At Old Dominion Asset Management, Inc. we are Wealth Managers. This means we believe that relationships are the key to successful planning. We follow a strict discipline by using a wealth formula to help grow this relationship with our clients:


Investment Counseling

  • Monitor Markets
  • Diversification
  • Regular meeting and updates
  • Risk Tolerance
  • Management Plan
  • Discretionary/ Nondiscretionary management

Relationship Management

  • Life changes
  • Family
  • Goals/Objectives
  • Annual Meeting

Insurance Planning

  • Needs analysis
  • Retirement needs
  • Legacy Planning
  • Business Continuation


  • Estate Analysis
  • Wills, Powers of Attorney, Beneficiaries, Medical Directives Review
  • Trust Planning and Distribution
  • Retirement Income Planning
  • Asset Distribution

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