We help you retire

By providing comprehensive retirement planning, investment management and tax planning for a flat fee

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Preparing to retire can be both exciting and nerve-racking at the same time.  At Manuka Financial, we help answer your questions and provide guidance on how to make your retirement transition successful.  So you can focus on all of the experiences you’ve been waiting years to enjoy.

We are:

  • Trustworthy – As a flat fee-only fiduciary, we always act in our client’s best interests.
  • Experienced – We’ve spent over a decade helping hundreds of families successfully retire.
  • Credentialed – We hold the CPA (Certified Public Accountant), PFS (Personal Financial Specialist), and CFP® (CERTIFIED FINANCIAL PLANNER™) designations, setting us apart from most other financial advisors.

Our services

Manuka Financial is a Richmond, VA flat fee-only financial advisory firm serving clients locally and virtually nationwide.  As a boutique firm, we intentionally work with a select number of individuals and families on an on-going basis so that we can remain committed to providing a high level of proactive service to each one.  It’s therefore very important to us that we’ll be a good fit.  And if for any reason it turns out we’re not, we’ll help you get to the right place.

Our Services

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