Founders Grove Wealth Partners

What Founders Grove Wealth Partners does

Founders Grove Wealth Partners is an SEC-registered investment adviser headquartered in Richmond, Virginia, founded in 2024 by Jeremiah Winters (CEO) and Kate Atwood (President). The firm operates as an independent fiduciary advisory practice serving high-net-worth individuals, families, and entrepreneurs, with a four-person team that also includes a Chief Operating Officer (Jen Thompson) and a Director of Client Experience (Abbey Sorensen). Its leadership team holds a dense cluster of advanced designations (CAP, CFP, CPWA, RICP, TPCP, CEPA, CRPC) covering portfolio management, retirement, exit planning, and risk, positioning the firm to handle complex, multi-disciplinary wealth engagements.

The firm's core offerings span five service lines: Wealth Management, Investment Strategies, Entrepreneurial Services, Risk Mitigation, and Legacy Planning. Entrepreneurial Services — covering exit strategy, succession planning, and integration of personal and business finances — is a differentiator versus traditional RIAs and targets business owners facing liquidity or transition events. The firm delivers these services through direct, relationship-based advisory engagements supported by a client portal (BDReporting with Charles Schwab integration) and a mobile app on iOS and Android. Technology is not proprietary; the firm leverages standard third-party RIA infrastructure for reporting, custody, and account access.

The revenue model is AUM-based advisory fees, recurring in nature, with pricing not publicly disclosed and contracts described as multi-year. The firm operates as a single-office, U.S.-domestic-only practice with no disclosed funding, no institutional backing, and no parent company. Its 13F filings disclose positions in NVIDIA, Cencora, and iShares Short Treasury Bond ETF, reflecting active equity and fixed-income allocation on behalf of client portfolios. Growth signals are limited to early-stage client acquisition and digital infrastructure deployment, with no disclosed headcount expansion, fundraising, or acquisition activity.

Name

Founders Grove Wealth Partners

Legal name

Founders Grove Wealth Partners

Website

https://fgwp.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Founders Grove Wealth Partners is a Richmond, Virginia-based SEC-registered investment adviser founded in 2024 that provides wealth management, investment, entrepreneurial, risk mitigation, and legacy planning services to high-net-worth individuals, families, and business owners.

Ownership category

akta.pro rank

Headquarters

HQ city

Richmond

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Advisory Fees (AUM-based): As an SEC registered investment adviser, Founders Grove Wealth Partners likely generates revenue through advisory fees based on assets under management (AUM). The firm provides comprehensive wealth management services including investment advisory, financial planning, and portfolio management.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Founders Grove Wealth Partners is an SEC registered investment adviser that delivers holistic wealth management, investment strategy, entrepreneurial services, risk mitigation, and multi-generational legacy planning to high-net-worth individuals, entrepreneurs, and families. Services are delivered by independent fiduciaries holding advanced designations (CAP, CFP, CPWA, RICP, TPCP, CEPA, CRPC) and are supported by a secure client portal and mobile app integrated with Charles Schwab.

Product overview

Founders Grove Wealth Partners offers a unified wealth management service with a core platform encompassing wealth management and investment strategies, supplemented by specialized modules for entrepreneurial services, risk mitigation, and legacy planning. The firm also provides a client portal and mobile application for digital access to accounts. All services are delivered through independent fiduciary advisors with advanced professional designations, operating from Richmond, Virginia as an SEC registered investment adviser.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Holistic wealth management covering all aspects of a client's financial life, integrating financial goals with personal values and life circumstances; for high-net-worth individuals, families, and entrepreneurs.
• Investment Strategies Tailored investment plans that align with clients' unique financial goals and risk tolerance, managed by independent fiduciaries.
• Entrepreneurial Services Specialized services including networking, partnerships, exit strategies, and integration of personal and business financial planning for business owners.
• Risk Mitigation Proactive identification and mitigation of risks—whether market, tax, or situation-specific—to protect client wealth.
• Legacy Planning Comprehensive strategies for multi-generational wealth transfer to ensure clients' financial legacies endure.
• Client Portal Secure online portal providing clients access to their account information, statements, and portfolio dashboards with login integration to Schwab.
• Founders Grove Mobile App Mobile application available on iOS and Android that lets clients access their financial accounts on the go.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: Large, nationally recognized RIA serving HNW individuals and business owners with comprehensive wealth, tax, and exit planning. Comparable to Founders Grove in target client (entrepreneurs/HNW) and holistic service model, but at vastly greater scale and geographic breadth.
• Mariner Wealth Advisors: National RIA providing wealth advisory, tax, estate, and exit planning services to HNW families and business owners. Directly comparable service mix to Founders Grove, including entrepreneur-focused planning, though operating at significantly larger AUM scale.
• Bessemer Trust: Specialist wealth and investment management firm serving ultra-high-net-worth families with multi-generational planning, trust, and legacy services. Comparable to Founders Grove's legacy planning focus and fiduciary model, but targeting a higher net-worth tier.
• Mercer Advisors: National RIA providing wealth management, financial planning, and tax services to HNW households, with explicit entrepreneur and business-owner offerings. Comparable service catalog and target market to Founders Grove, but at much larger scale.
• HighTower Advisors: Hybrid RIA platform supporting independent advisors serving HNW clients with wealth, investment, and business-owner advisory services. Comparable independent fiduciary model and HNW entrepreneur focus, though operating as a multi-advisor network.
• Carson Group: Advisor-focused wealth management platform serving HNW households and business owners through partner advisors, with strong emphasis on exit planning and legacy services. Comparable entrepreneur/HNW focus and multi-generational planning offering to Founders Grove.
• Edelman Financial Engines: Large independent RIA providing wealth planning, investment management, and financial coaching to HNW individuals nationwide. Comparable in independent advisory model and goal-based planning, but at substantially larger scale and with a broader client base than Founders Grove.
• Moneta Group: Independent RIA serving HNW individuals and business owners with comprehensive wealth, tax, estate, and exit planning services. Closely comparable target segment (HNW entrepreneurs) and holistic service model to Founders Grove.

Direct peers

• Aspiriant: Independent, fee-only RIA focused on HNW individuals, families, and entrepreneurs with holistic wealth planning, tax, and investment management. Closely comparable in independent fiduciary positioning, HNW/entrepreneur target segment, and holistic service model.

Emerging players

• Sanctuary Wealth: Network of independent, partner-owned RIAs serving HNW and ultra-HNW clients with wealth and investment advisory. Comparable in independent fiduciary structure and HNW client focus; provides a potential affiliation pathway for a small RIA like Founders Grove.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key highlights5 records

Customer concentration

• Xx.com/FoundersGroveWP
• YouTubeyoutube.com/@FoundersGroveWP
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/founders-grove-wealth-partners
• Instagraminstagram.com/foundersgrovewp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Founders Grove Wealth Partners