3Chopt Investment Partners

07/16/2026

A new chapter is taking shape.

We are excited to announce that we’re building a new home for our firm, just down the street.

“This new space reflects our continued growth, our investment in the future, and our long-term commitment to serving our clients and community.” --- Preston Dillard, Co-Founder

We look forward to welcoming you to our new office and sharing this exciting next chapter together.

Move-in expected in Spring 2027.

JLL
Lancaster Custom Builder
First Citizens Bank

05/18/2026

Last week, Preston Dillard and Scott Storey traveled to New York City to connect with our newest partner firm, Goldman Sachs. While attending their Registered Investment Advisor (RIA) Professional Investor Forum, they exchanged insights with Goldman’s senior management and other leaders in the RIA community. The opportunity to align with like-minded professionals is invaluable, and we look forward to implementing the key takeaways from the event.

04/16/2026

This week, 3Chopt celebrates our fourth anniversary.

Since our founding, we have realized remarkable growth – expanding from a team of four to nine dedicated professionals and surpassing $1 billion in assets under management this February.

While our scale has changed, we remain firmly rooted in our mission: serving our clients’ best interests with trust and transparency. Thank you to our clients and partners for your continued confidence in our vision of delivering a differentiated experience.

04/10/2026

Thank you for the feature, The Scout Guide Richmond!

Meet 3Chopt Investment Partners,

3Chopt Investment Partners is dedicated to providing personalized investment experiences that align with each client’s unique goals. This concierge investment advisory is known for their innovative technology, offering clients the most effective solutions available. If you are planning on investing, 3Chopt Investment Partners will guide you every step of the way to ensure success.

Photo: 📸

04/01/2026

We are excited to introduce 3Chopt’s newest team members, Pieter Van Saun and Sarah Pancerella. Pieter serves as Chief Operating Officer and Sarah serves as Client Relations Specialist.

We welcome you to visit our website to learn more about Pieter and Sarah in their roles.

03/27/2026

The Scout Guide is out, supporting local businesses and celebrating entrepreneurship, and we’re glad to be within its pages. If you’re in Richmond, pick up a copy when you come to 3Chopt, or find one at any of the local spots they’ve scouted. Thanks The Scout Guide Richmond and By Jacqui Photography.

This is an endorsement of 3Chopt by The Scout Guide, who is not a current client of 3Chopt. Compensation was provided by 3Chopt for our inclusion in this publication. This inclusion may not be representative of everyone's experience with the firm.

03/04/2026

Congratulations to Collegiate School for hosting a record-breaking fundraising event, All American Auction, at the Science Museum of Virginia last weekend. The event brought in more than $400,000 to support the school, strengthen its programs, and invest heavily in its faculty and staff.

Education is a strong focus of our community involvement at 3Chopt, and we were proud to support the goals of Collegiate’s annual auction.

02/09/2026

3Chopt Investment Partners is hiring a Client Relations Specialist!

We are seeking a teammate to help us proactively serve clients with positivity, dependability, and confidentiality. This role serves as a primary point of contact for clients and provides crucial support to our team, so we are looking for a detail-oriented candidate who enjoys working with others.

This is a unique opportunity for someone who is comfortable taking on a wide range of responsibilities in a fast-paced environment. Primary functions will include coordinating client communications, onboarding, service requests, and ongoing account maintenance.

If you’re looking for such a role or know someone who is, we’d like to hear from you.

To apply, please submit an email of interest and resume to [email protected].

12/23/2025

Happy Holidays from the team at 3Chopt!

To all of our clients, partners, and friends, we wish you wellness and cheer through the holiday season and a prosperous new year to come!

12/09/2025

The 3Chopt team has a few new skills! We enjoyed some time together out of the office last week for some holiday team building.

Good food, great group. Thanks for the experience, The Kitchen Classroom.