3Chopt Investment Partners

10/06/2026

3Chopt is proud to announce that we’re a contender for Richmond BizSense Top 25 fastest-growing for-profit companies in the area.

3Chopt made the top 49 of the publication’s annual rankings following the first round. In the coming weeks, finalists will be announced.

Learn more about 3Chopt’s mission to serve our clients’ best interests with trust and transparency on our website.
https://3choptinvest.com/

Many thanks to BizSense and presenting sponsor Keiter; we’re pleased to be in the running among strong businesses fueling our region. Check out the article here:
https://richmondbizsense.com/2026/10/02/see-whos-in-the-running-for-this-years-rva-25/

3Chopt did not pay a fee for inclusion in the rankings.

08/13/2026

We are excited to introduce 3Chopt’s newest team member, Mark Levin. Mark serves as a Managing Director and works closely on all aspects of the firm, including investments, client relationships, business development, and strategy.

We welcome you to call or stop by for a further introduction to Mark and invite you to visit our website to learn more about him and his role.

08/10/2026

This past week, 3Chopt had the pleasure of hosting Risher Martin at our office. Risher is a rising second-year student at the University of Virginia and is planning to major in Economics.

While with us, Risher spent his time shadowing each team member, discovering what life is like as a Registered Investment Advisor, and building his knowledge of the Financial Services Industry.

“I am still exploring my options, but my experience at 3Chopt has sparked a strong interest in Wealth Management.” – Risher Martin

Thank you, Risher, for visiting with us and best of luck with next year!

08/03/2026

3Chopt Investment Partners is excited to sponsor Richmond Ice Box, the newest home for ice sports in the RVA community.

Richmond Ice Box isn't just an ice rink — they're building better people, teaching life skills, teamwork, and sportsmanship to skaters and players of all ages.

"We're proud to sponsor a local business whose mission goes beyond sports — using sportsmanship and community to build better people. We look forward to watching that influence grow in the years ahead." –Scott Storey, Co-Founder, 3Chopt Investment Partners.

Congratulations on your opening, Richmond Ice Box. We’re glad to be part of it.

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.