Will Nordt
CFP® & Enrolled Agent | Tax-Efficient Financial Planning for Families and Business Owners
- Role
- Financial Planner at Virginia Asset Management
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Will Nordt
Business owners and high-income families don’t just need investment advice, they need a coordinated strategy that integrates taxes, investments, and long-term planning. As a CFP® professional and Enrolled Agent (EA), the highest tax credential awarded by the IRS, I bring a differentiated perspective to financial planning, connecting tax strategy with investment and wealth decisions in a way many advisors do not. I work with clients to: • Reduce lifetime tax liability • Structure more efficient compensation and cash flow • Prepare for a marketable business exit • Navigate major financial transitions with clarity • Align investment strategy with long-term objectives My role is often that of a family’s CFO and trusted fiduciary advisor, bringing structure and perspective to increasingly complex financial decisions. The focus is straightforward: better decisions today, stronger outcomes over time.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Virginia Asset Management is independently owned and operated. 130 Wylderose Dr, Midlothian, VA 23113.
Experience
Financial Planner
Aug 2021 — Present · Midlothian, VA, US
Virginia Asset Management (VAM) is a comprehensive financial services firm. The firm offers a diverse range of programs, encompassing the types of protective and planning methods businesses need as they develop and change. We also develop customized solutions to assist individuals, professionals and business owners reach their personal financial goals. We are a locally owned firm looking to grow organically, with a focus on developing citizen leaders while giving back to the community.Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Virginia Asset Management is independently owned and operated. 130 Wylderose Drive, Midlothian, VA 23113.
Education
University of Virginia
Bachelor of Arts, Applied Statistics and Economics
2017 — 2021
The American College of Financial Services
CFP® Certification Education Program
2024 — 2025
McIntire Business Institute at the University of Virginia
Certificate, Business Fundamentals
2019 — 2020
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