What to look for in a primary financial advisor

image of Brian Ford

Brian Ford, AWM, CFP®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

804-225-1422
Email |
image of Andy Foldenauer

Andrew Foldenauer, AIF®, CFP®, CPFA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

804-225-1483
Email | |
image of Susan Hulcher

Susan Hulcher, AAMS®, APP, CFP®

Associate Vice President, Senior Financial Associate

804-225-1481
Email |
image of Carrie Cloven

Carrie Cloven

Senior Client Associate

804-225-1443
image of Elise Borghi

Elise Borghi, CFP®

Registered Client Associate

804-225-1431

Awards and recognition

  • The Ford Group named a Forbes Best-In-State Wealth Management team in 2023, 2024 and 2025
  • Brian Ford named a Forbes Best-In-State Wealth Advisor in 2021, 2022, 2023, 2024 and 2025
  • Andy Foldenauer named a Forbes Best-In-State Wealth Advisor in 2022, 2023, 2024 and 2025
  • Brian named to Barron's Top 1200 Advisors list in 2022, 2023, 2024 and 2025
  • Andy Foldenauer named an AdvisorHub “Advisor to Watch” in 2023

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


advisor

Wealth Management Banker


advisor

Trust Consultant


advisor

Wealth Strategist