Financial Dynamics & Associates, Inc. is a financial advisory firm located in Midlothian. Their mission is to help improve the lives of their clients and impact the community through engagement, trust and transparency. They partner with individuals and families in the Richmond metro area to create customized financial and lifestyle management plans that help them feel confident about living life to its fullest.

Financial Dynamics & Associates, Inc.
13537 Waterford Place
Midlothian, Va. 23112
(804) 777-9999


Meet the team at Financial Dynamics. We’re your comprehensive financial planning resource to help you achieve your ideal future!


We work with pre-retirees and retirees who prefer collaborative financial and lifestyle planning.


We provide financial and lifestyle management services that are customized to your needs and goals.

Watch Financial Dynamics segments featured on Showcase Richmond:


Ready to take the next step? For more information about our comprehensive financial planning and investment management services, schedule a complimentary call today. You can also call or text us 804-777-9999

Advisory services offered through J.W. Cole Advisors, Inc. (“JWCA”). Financial Dynamics & Associates, Inc. and JWCA are unaffiliated entities.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.