We help you retire For a flat fee

By providing comprehensive retirement planning, investment management and tax planning

Schedule A Call

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.  We intentionally limit the number of individuals and families we work with 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.

What is a flat fee financial advisor? Flat fee means we do not charge based on how much you have saved for retirement. For ongoing services, financial planning, tax planning, and investment management is the same $950 upfront plus $2,500 per quarter, whether we’re managing $1 million or $5 million for you. This helps us to minimize conflicts of interest, as we do not have any kind of financial incentive to recommend you rollover a retirement account or use investments to pay off a mortgage. Read our blog post about why we switched to flat fees here.

Our Services

proud member of:

What are you waiting for?