Jeffrey Mussatt, CFP® Kimble Advisory
- 6806 Paragon Place Suite 250, Richmond, VA 23233
- (804) 793-0784
- http://www.kimbleadvisory.com/
About Jeffrey Mussatt, CFP®
Jeff Mussatt, CFP© founding partner of Kimble Advisory has been planning for and serving high net worth clients for over 25 years. He started his career at The Northern Trust Company in Chicago, where he spent 12 years as the lead Private Banker to many of Chicago’s top executives, business owners, multi-generational trust families and real estate developers.
Jeff has spent the last 8 years with a Richmond based registered investment advisory where he managed many of the firm’s largest relationships, held a voting position on the firm’s investment policy committee and was a member of the firm’s leadership team.
As founding partner of Kimble Advisory, a service of Kimble CPA, Jeff is passionate about guiding clients as they create, protect and transfer wealth. KA specialize in clients that are entrepreneurs, corporate executives, inherited wealth and clients with complicated balance sheets. We enjoy helping clients understand the earnings power of their many opportunities and how that relates to their family legacy.
Jeff is a member of the Financial Planning Association of Central VA, the Estate Council of Richmond and the Virginia Society of CPA’s.
Jeff and his wife, Lynn, have 2 daughters. The family enjoys golfing and traveling in the summer and skiing in the winter. Jeff is an active member at Hermitage Country Club, where he has served on various committees while being a member.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Owners
- Gen X
- Inherited Wealth
- Tax Planning
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Planning only: $250-500 / month
- AUM: .90%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
