Partners In Pursuing Your Dreams
Serving clients in Hampton Roads and nationwide, our financial planning and wealth management firm is built on generational service and long-term relationships. Newman Financial Services offers family-oriented, values-based financial guidance. We take pride in making personal connections, providing clear advice, and helping every client unlock what’s next—together.
Planning That Meets You Where You Are
Our approach is centered on what matters most to you—your values, your priorities, your family. Working together as a team, we provide multiple perspectives to create a custom financial plan for your life, starting from wherever you are today. It’s a plan that’s designed to evolve with you and adapt to your changing needs over time, offering clear guidance and direction at every stage of life.
Comprehensive Personal Wealth Services
From retirement income to tax planning and legacy strategies, our personal financial planning and wealth management services help you build your confidence and your wealth at every stage of your journey.
Tailored Business Wealth Services
We help entrepreneurs and business owners navigate retirement plans, group benefits, succession strategies, and more—so you can focus on running and growing your business.
Pre-Retirees
Gain clarity on your investing and retirement planning strategy. We help you prepare for and transition into retirement with confidence.
Retirees
Protect your lifestyle and support your values—whether that means traveling, giving back, growing your legacy or enjoying time with family.
Business Owners
Balance business success with your personal financial goals. Plan for succession, and create strategies that reflect your hard work and vision.
Teachers & Administrators
Get clear, practical advice tailored to your unique situation to help optimize your pension, benefits, and long-term plans.
Keep Your Umbrella Handy
How to Appeal Your Property Taxes
The Value of Insuring Against Life’s Risks
