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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 4:15pm

Davenport & Company

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United States
Richmond, VA
Davenport & Company

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Building Wealth Together for more than 160 Years We employ approximately 480 associates including more than 200 Financial Advisors.

Davenport & Company is an employee-owned leading independent firm specializing in investment advisory and wealth management services including asset management, research, retirement and financial planning, insurance, public finance, corporate finance, and stock and bond brokerage. For more than 160 years, Davenport has attracted talented professionals of integrity with a wide range of experience and expertise who serve a broad base of individuals and families as well as municipalities, foundations and institutions. Davenport has been recognized for its leadership and industry contributions, and for several years has been named a Best Place to Work and a Best Employer. Founded and headquartered in Richmond, Virginia, Davenport has office locations in Virginia, North Carolina, Maryland and Georgia. Davenport & Company LLC is a member of the Financial Industry Regulatory Authority, the New York Stock Exchange, Securities Investor Protection Corporation, Securities and Financial Markets Association, the Municipal Securities Rulemaking Board, and is a Securities and Exchange Commission Registered Investment Advisor. Branch Locations:

VIRGINIA

Abingdon
153 West Main Street, Suite 100
Abingdon, Virginia 24210
Telephone: (276) 274-8379
Toll-Free: (800) 780-2000

Charlottesville
915 East High Street, Suite 401
Charlottesville, Virginia 22902
Telephone: (434) 296-9013
Toll-Free: (800) 609-2026

Danville
165 Holt Garrison Parkway, Suite 570B
Danville, Virginia 24540
Telephone: (434) 836-5528
Toll-Free: (866) 836-5528

Farmville
101 North Main Street
Farmville, Virginia 23901
Telephone: (434) 392-9813
Toll-Free: (800) 431-3670

Franklin
114 West 2nd Avenue
Franklin, Virginia 23851
Telephone: (757) 562-0053
FAX: (757) 562-0310

Fredericksburg
904 Princess Anne Street, Suite 102
Fredericksburg, Virginia 22401
Telephone: (540) 373-1863
Toll-Free: (800) 570-2141

Harrisonburg
21 Carpenter Lane, Suite 101
Harrisonburg, Virginia 22801
Telephone: (540) 383-6550
Toll-Free: (800) 846-6666

Kilmarnock
141 Technology Drive
Kilmarnock, Virginia 22482
Telephone: (804) 435-7705
Toll-Free: (800) 378-2165

Lynchburg
1104 Commerce Street
Lynchburg, Virginia 24504
Telephone: (434) 948-1100
Toll-Free: (800) 373-1211

Marion
126 East Main Street
Marion, Virginia 24354
Telephone: (276) 243-0008
Toll-Free: (800) 292-1909

Newport News
11827 Canon Boulevard, Suite 404
Newport News, Virginia 23606
Telephone: (757) 528-4383
Toll-Free: (888) 365-0615

Norfolk
101 West Main Street, Suite 4000
Norfolk, Virginia 23510
Telephone: (757) 314-3600
Toll-Free: (800) 864-2186

Roanoke
10 Franklin Rd SE, Ste 450
Roanoke, Virginia 24011-2131
Telephone: (540) 345-1909
Toll-Free: (800) 292-1909

Staunton
202 S. Lewis Street, Suite 201
Staunton, Virginia 24482
Telephone: (540) 609-5386
Toll-Free: (800) 846-6666

Suffolk
330 West Constance Road, Suite 200
Suffolk, Virginia 23434
Telephone: (757) 539-5355
Toll-Free: (855) 539-5355

Virginia Beach
Pinehurst Center
477 Viking Drive, Suite 200
Virginia Beach, Virginia 23452
Telephone: (757) 498-4000
Toll-Free: (877) 498-4008

Williamsburg
5400 Discovery Park Blvd. Suite 301
Williamsburg, Virginia 23188
Telephone: (757) 258-2800
Toll-Free: (800) 305-2138

NORTH CAROLINA

Charlotte
Public Finance Office
101 North Tryon Street, Suite 1220
Charlotte, North Carolina 28246-0100
Telephone: (704) 375-0550

Durham
2828 Pickett Road
Durham, North Carolina 27705
Telephone: (919) 321-9500

Greensboro
628 Green Valley Road, Suite 306
Greensboro, North Carolina 27408-7730
Telephone: (336) 297-2800
Toll-Free: (888) 337-0028

Raleigh
3605 Glenwood Avenue, Suite 310
Raleigh, North Carolina 27612
Telephone: (919) 571-6550
Toll-Free: (888) 806-9180

Sanford
The Lutterloh
201 Chatham Street, Suite 1
Sanford, North Carolina 27330
Telephone: (919) 777-9823
Toll-Free: (800) 916-2117

MARYLAND

Towson
Public Finance Office
Oxford Building
8600 LaSalle Road, Suite 618
Towson, Maryland 21286-2011
Telephone: (410) 296-9426
Toll-Free: (800) 586-2076

GEORGIA

Atlanta
Public Finance Office
11115 Houze Road, Suite 150
Roswell, Georgia 30076
Telephone: (404) 865-4040

10/30/2026

As the year starts to wind down, it’s a great time to check in on your financial plan.

Before year-end consider reviewing:
✓ Retirement plan contributions
✓ Investment allocations
✓ Beneficiary designations
✓ Charitable giving opportunities
✓ Estate planning documents

A year-end review can help identify opportunities, address any needed updates, and ensure your financial plan remains aligned with your goals and priorities.

Click the link below for our handy checklist to help you get organized. What financial goal are you focused on before year-end?

https://bit.ly/3W8G9od

10/27/2026

Women often face unique financial planning considerations. For example, women typically live longer than men and are more likely to experience career interruptions to care for loved ones.

These factors can make thoughtful retirement preparation especially important for women. A comprehensive plan may include reviewing healthcare costs, evaluating Social Security timing, and planning for income needs that could extend over a longer retirement horizon.

A conversation with your Davenport Financial Advisor can help you navigate your unique considerations and help you stay on track toward your long-term goals.

10/21/2026

Please join us in congratulating our associates who are celebrating milestone anniversaries this month!

10/20/2026

For many Americans, Social Security is an important piece of the puzzle when it comes to retirement planning.

Understanding how benefits work, when you may choose to claim them, and how they fit into your overall retirement strategy can help you make more informed decisions in the future.

is a great reminder to review your Social Security statement and become familiar with your benefits.

Have you reviewed your Social Security statement recently? Go to ssa.gov and take a look!

10/15/2026

Think it's too late to make meaningful changes to prepare for retirement? Even if retirement is only a few years away, there are still strategies to help improve your financial outlook.

Now is a great time to review:
• Retirement account contributions
• Social Security claiming strategies
• Income planning needs
• Healthcare expenses
• Potential tax-saving opportunities

It’s never too late to take helpful steps toward retirement. Ask your Davenport Financial Advisor about creating your personalized retirement plan.

Davenport & Company LLC is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.

10/13/2026

According to a recent survey, three in four retirees wish they had started saving earlier in their careers.

While no one can go back and change the past, taking time to review your savings and investing strategy today can help ensure it still aligns with your goals and priorities, no matter where you are in your financial journey.

Whether you're just beginning your career or looking ahead to retirement, it's never a bad time to check in on your progress. Financial Planning Month is a great time to connect with your Davenport Financial Advisor and explore if your current strategy is on track to meet your goals.

Read more here: https://go.tiaa.org/4yisuby
Davenport & Company LLC and TIAA are not affiliated.

10/08/2026

With October being , it’s a perfect time to strengthen your financial knowledge!

Understanding topics like budgeting, investing, retirement planning, inflation, and debt management can help you to feel more confident about navigating life’s financial milestones.

The good news? You don’t have to navigate it alone! Whether you're exploring a new financial goal, preparing for retirement, or simply looking to better understand your options, your Davenport Financial Advisor can be a resource along the way.

Curious to test your financial acumen? Here is a link to a Financial Literacy Test presented by Penn State University: https://bit.ly/4jbK3Gq

What's one financial topic you'd like to better understand? Let us know in the comments.

10/06/2026

When you hear the phrase "financial planning," are your investments the first thing that comes to mind? If so, you’re not alone! However, a financial plan can touch many areas of life, including retirement, taxes, estate planning, education funding, insurance, and cash flow.

is a great opportunity to step back and look at the bigger picture.

Take a look at our Financial Planning Basics guide for more information about how thoughtful planning can bring all these pieces together to support your goals! https://bit.ly/3U5SokF

10/01/2026

Happy October! And happy ! We love this time of year because it is all about helping individuals and families build confident, secure financial futures. To kick things off, we’d like to recognize Davenport's hardworking Financial Services Team for their dedication to helping our clients feel confident in their financial future.

Address

901 East Cary Street
Richmond, VA
23219

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 4:15pm

Website

http://www.investdavenport.com/

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