Todd Larkin is passionate about providing clients with sound investment advice that empowers them to make informed decisions for themselves and their families. Todd emphasizes financial awareness and education, striving to help clients understand complex financial situations today while positioning the next generation to continue their legacy tomorrow. His deep industry knowledge, credentials as a Retirement Income Certified Professional®, and nearly 20 years of experience have formed him into a seasoned, well-rounded advisor who is agile in a wide array of financial strategies.
Todd works with success-oriented individuals and families of all ages and life stages. He values working with multiple generations within families to help them build, manage, preserve, and transfer their wealth. He applies a comprehensive methodology that’s customized to each client, including everything from retirement planning, investment and portfolio design, and legacy planning to insurance reviews, wealth accumulation, and distribution strategies. Todd believes in a client-first approach and takes pride in providing responsive, reliable service with a personal touch.
Todd earned his B.A. in Finance with an Economics Minor from James Madison University. He went on to earn his MBA from Virginia Commonwealth University.
A Virginia native, Todd grew up in Williamsburg, earned both of his degrees at Virginia universities, and has called Richmond home since 2004. He and his wife, Allison, have two young sons. Todd was a collegiate member of Alpha Kappa Psi, a business fraternity, and he continues to support nonprofits in his local community. Away from the office, Todd enjoys sports, especially cheering for JMU and VCU. He also plays golf, listens to live music, visits local restaurants and breweries, and spends time outdoors with family and friends.