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Meet Your Planner


     My name is Stuart Sutphin (or Stu if you know me outside of work).  I first discovered Financial Planning while attending Pamplin College of Business at Virginia Tech.  When exploring the various options that existed, my academic advisor began telling me about financial planning for people.  He spoke of the relationships and trust that advisors build with clients, and how I can be an instrumental resource in the growth of others by helping them with their finances.  I will admit that if anybody was around, they would have seen my eyes light up and my interest sparking during the conversation. By the end of the talk, I knew where my destiny was leading me next.  I committed to the education process and now have the pleasure of living that dream. I am now in a position to help people with their finances whether it relates to investing, taxes, estate planning, student or general debt management, preparing for college, preparing for retirement, living in retirement, and really anything that requires making a financial decision. For me, I enjoy helping my clients feel peace of mind with their decisions and trusting me to help better themselves. Not only do I want to support my client's future endeavors but I also want to help them obtain mental and emotional peace with their decisions so everybody can be happy all around.  So, that’s the story of how I am now in a position to serve the community and the world around me.


   As for what I do outside of working with my wonderful clients, I love spending time with family and friends playing board games, swapping stories, hiking, exploring food options, and in general enjoying each other’s company.  I tend to also be attracted to subcultures and as a result, my hobbies span a wide range including HEMA (Historical European Martial Arts – AKA sword fighting), photography, biking, hiking, volunteering at the local animal shelter and veterinary clinic, cooking, and most importantly all things coffee 😊.


If one quote could sum up the journey of my life, it would be:

“When the student is ready, the teacher appears.”

~ Tao Te Ching


To me this represents a teachable spirit open to learning, new opportunities, and possessing a pure heart that is ready to evolve and grow.  This has been true for every pivotal moment in my life.  Because, when I was ready, without fail a teacher appeared to help guide the way through my new opportunity, and I hope to provide you with a new opportunity to grow just as I have been able to do. 




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If you would like to have a personal one-on-one conversation with me where I would love to get to know you better, please feel free to reach out by clicking below.

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