ABOUT US
A PARTNERSHIP CULTURE
A WEALTH MANAGEMENT FIRM
Wealth management is at the core of what we do.
Financial Planning
Research and Portfolio Advisory Services
Performance Reporting
Investment Management
Estate and Life Insurance Strategies
Corporate Benefits and Retirement Plan Services
A COMMITMENT TO OUR ADVISORS AND THEIR CLIENTS
Independence
Open architecture
Hybrid BD/RIA
Employee owned
AS AN INDEPENDENT WEALTH MANAGEMENT FIRM, WE ARE COMMITTED TO GROWTH THROUGH:
Independent corporate governance to ensure stability and longevity
Experienced management team to support advisors and their clients
Delivering practice management solutions
Investing in technology and owning core factors of production to drive value
Institutional processes to creatively originate, structure and finance transactions
Offering full transition management capabilities
OUR HISTORY
- 2019
-
2018
Named to the Financial Times Top 300 Investment Advisers List
Moved corporate headquarters to East Byrd Street in Richmond, VA
Elected Wendy Rogers to the Board of Directors
Luxon Global Portfolios track record audited and verified by ACA Compliance Group
Luxon Global Portfolios added to Morningstar
Luxon Global Portfolios added to the Envestnet platform
Luxon Global Portfolios reach $400 Million in AUM
Internalized Compliance and Operations
-
2017
Recapitalized holding company as Luxon Financial LLC
Established Luxon Insurance Services
Elected new Board members
Opened Kingsport, TN office
Opened Leesburg, VA Investment Advisory office
Acquired Rafalko Advisors, Glen Allen, VA
Firm reaches $2.5 Billion in AUM
Established Luxon Asset Management
- 2016
- 2015
- 2013
- 2011
- 2010
- 2009
- 2008
- 2007
- 2004
- 2003
- 2002