Jeffrey Mussatt, CFP® Kimble Advisory

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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.

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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

States Registered

  • Virginia

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