You're building your career, raising your family, helping your aging parents, and maybe even finding time to hit the gym. But there's that nagging feeling. Wealth management and financial planning is what we love to do, and it's what we do every day. Tull Financial Group is a fee-only advisory firm, and a proud member of NAPFA (National Association of Personal Financial Advisors).
We have a fiduciary duty to all clients and act solely in the best interest of our clients at all times. Partnering with our CERTIFIED FINANCIAL PLANNER professional and our team of skilled financial advisors can help you accomplish more with your hard-earned money, while you're living your already full life.
We have a fiduciary duty to all clients and act solely in the best interest of our clients at all times. Partnering with our CERTIFIED FINANCIAL PLANNER professional and our team of skilled financial advisors can help you accomplish more with your hard-earned money, while you're living your already full life.
Services
At the core of our investment approach to fund manager selection and asset allocation is diligent research. First, we use a tactical asset allocation approach that overweights asset classes when we believe they are priced at bargain levels. Second, our investments within asset classes are chosen based on our extremely thorough due diligence.
Registered Financial Consultant, Certified Senior Advisor, Director of Client Services & Engagement. Robert W. Tull, Jr. is founder, president, and CEO of Tull Financial Group, Inc., in Chesapeake, Virginia. With more than 30 years of financial planning experience in Hampton Roads and beyond, he focuses on the areas of investment management, and retirement and estate planning.
Often I am asked why I use the example of the flight path of a plane when speaking about someone's financial plan. My finance professor in college would often say, "if you don't know where you are going, any road will get you there." That statement has stayed with me throughout my career advising our.
We focus on what's important to you. There is no one-size-fits-all plan. Depending on your specific circumstances and stage in life, you may have different financial priorities and concerns. We are a "Fee-Only" firm. Our advisors are only compensated by fees paid directly by our clients. We receive no commissions, no third-party payments, and have no financial interest in any services or investment products we employ for our clients.
Our Financial Plans provide a clear, holistic, and objective view of your current financial situation as it relates to your goals. It also provides the variables to monitor as you work towards your goals. We focus on what's important to you. There is no one-size-fits-all plan. Depending on your specific circumstances and stage in life, you may have different financial priorities and concerns.
Reviews (3)
Rhonda Palser
Sep 06, 2021
Report
Joel Palser and I so value the process that TFG guided us through into his retirement. Their expertise addressed his clergy career finances and our health care future. When COVID hit, with the subsequent market swings, TFG demonstated what we call their ”gift of communication.” We’d say they listened to us from day one, led our portfolio into solid performance, and served our objectives thoroughly. We appreciate their constant informative contacts, from the interactive website tools, to regular YouTube, tweets, and personal emails. It’s a win-win; thanks TFG!
Lisa Roucek
Aug 27, 2021
Report
Mike Hoag
Jun 02, 2021
Report
Choosing the right financial planner is a major decision. The firm you select must be honest, knowledgeable, and trustworthy. Their client’s interest should be first and foremost.
After carefully considering many companies to advise us in our financial planning as we moved into retirement, Tull Financial Group stood out among all others.
Robin and his staff are consummate professionals. As a fiduciary, fee only, Certified Financial Planner (CFP), Tull Financial Group puts client needs first.
Since retaining Tull Financial Group as our financial advisor, we have been very pleased with the high
After carefully considering many companies to advise us in our financial planning as we moved into retirement, Tull Financial Group stood out among all others.
Robin and his staff are consummate professionals. As a fiduciary, fee only, Certified Financial Planner (CFP), Tull Financial Group puts client needs first.
Since retaining Tull Financial Group as our financial advisor, we have been very pleased with the high