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Business Financial Planning

Strategic Financial Planning for Growing Businesses

You’ve worked hard to build your company, and you deserve a business financial planner who understands the intricate challenges you face – a partner as dedicated to your mission as you are.

A strong financial planner shines a spotlight on the most advantageous opportunities available for your business to sustain growth, address risks, develop your succession strategy and reach your organization’s goals.

At Atlantic Union Bank, we provide the stability and sophistication you need in a local team dedicated to protecting your business. With deep expertise in investment strategy, risk management and more, we’ll help you adapt to changing markets and stay one step ahead.


Business Financial Planner – Service Overview

Explore the wide range of services and breadth of expertise our local financial advisors offer.

Developing a business succession plan ensures that your company continues to thrive, no matter what. Our CERTIFIED FINANCIAL PLANNER® (CFP®) professionals create a strategy that meets any circumstance you might face, such as:

  • A potential sale
  • Planned retirement of a leader or CEO
  • The sudden loss of an owner or executive
  • Transitioning to the next generation of ownership

Your financial planner becomes part of your trusted team, developing a clear blueprint to take advantage of the many benefits of a solid succession plan.

An investment management team builds a strategy to meet your investing needs. We work with your team to create an Investment Policy Statement (IPS) and customize your portfolio for your unique situation.

Our investment management services include:

  • Asset Management
  • Tax Planning
  • Business Protection

With expertise in managing a full range of portfolios and accounts, count on us to find the right financial vehicles to protect and grow your investments.

Gain a trusted partner to deliver a holistic approach for all your financial, estate and trust needs. We serve clients as their trustee, guardian or agent under a power of attorney.

Our Trust Officers average more than 20 years of experience, and our staff includes professionals who deliver the expertise to manage the full scope of your estate planning and trust requirements.

Working with a financial planner, you can create a plan to support organizations that align with your values.

Our team helps you:

  • Develop goals for your charitable giving initiatives
  • Identify charities to support
  • Consider the ramifications
  • Plan and execute charitable trusts, budgets and more

Work with our experienced professionals to develop and implement solutions that address potential risks and increase business resilience.

Your CFP® professional takes a full-picture approach to identify possible risks in your investment portfolio, market volatility, operational risks and more. We work with you to develop short- and long-term goals and offer the highest level of service. We’re on your team to answer every question and help you navigate any storm.

We implement the retirement plan that’s ideally suited to you and your business, whether you have a single employee or thousands.

At Atlantic Union Bank, we’ll help you:

  • Customize a plan to fit your corporate structure and needs
  • Provide guidance on plan development
  • Offer advice on contribution investment options
  • Conduct employee meetings on a schedule appropriate for your business
  • Consult on your selection of investment options
  • Provide resources for government reporting and record keeping
  • Thoroughly review your fiduciary responsibilities

Disclosures

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, wealth banking and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates and are subject to risks including the possible loss of principal.

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