Our Commitment to You
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
F. Tanner Fox, MBA, QPFC, RICP
Financial Advisor
Vice President - Investment Officer
Tanner Fox, MBA, RICP®, QPFC is a Richmond, Virginia-based Financial Advisor specializing in wealth management, retirement strategies, investment management, and comprehensive planning for affluent individuals, families, business owners, and retirees.
As a Partner of the Upton Fox Farrar Wealth Management Group of Wells Fargo Advisors, Tanner helps clients develop personalized strategies to grow, preserve, and transfer wealth. His expertise includes retirement income planning, portfolio management, tax-efficient wealth strategies, estate planning coordination, business succession planning, and 401(k) retirement plans.
Tanner earned his MBA from the University of North Carolina Kenan-Flagler Business School and holds the RICP® and QPFC® professional designations. He is committed to helping clients achieve financial clarity, make confident decisions, and create lasting financial security for future generations.
Certificates
MBA, QPFC, RICP
Education
- Hampden-Sydney College
- Univeristy of North Carolina, Kenan-Flagler
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