Lohr & Company is a financial planner in Charlottesville, VA. The firm specializes in retirement planning, wealth management, estate planning, tax planning, and investment management. Serving individuals and families in Charlottesville and Madison, Virginia, the firm focuses on helping clients transition from saving to spending with confidence.
Since its founding in 1993, Lohr & Company has provided more than 30 years of experience in financial planning. The firm utilizes a structured approach known as The Four Buckets Retirement Income Strategy® to bring clarity and coordination to financial planning. This framework is designed to help clients turn accumulated savings into a reliable, usable income by managing cash reserves and various earned income sources. Managing Partner Greg Lohr, who holds an MBA in finance, leads the team with a focus on helping clients achieve peace of mind regarding their financial future.
Lohr & Company is located on Court Square in Charlottesville.
The firm is recognized for its long-standing history of serving the Charlottesville area and its commitment to helping clients make informed financial decisions. With decades of experience, the team is known for providing thoughtful advising and a personalized approach to wealth management.
Lohr & Company provides expert retirement and wealth management services to the families and individuals of Charlottesville.
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