Founders Grove Wealth Partners

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Founders Grove Wealth Partners

At Founders Grove, you’ll find the advisors you trust to help cultivate, grow and preserve your wealth.

Content on this page is for informational purposes only and is not an offer, solicitation, or recommendation for any security, product, or service. It is not intended as investment advice and should not be relied upon for investment decisions. Third party information is believed to be reliable but is not guaranteed.

09/03/2026

There is no universal threshold for when a business owner should start working with a financial advisor, but a few patterns tend to suggest the conversation may be overdue:

- The majority of your net worth is tied up in the business with little built outside of it

- Income has grown, but savings, investments, or retirement accounts have not kept pace

- Major decisions are on the horizon, such as taking on a partner, raising capital, or planning for a sale

- The complexity of your financial situation has outpaced an informal approach to managing it

Read our full blog to explore what early-stage planning can look like and how to align business and personal finances: https://www.fgwp.com/when-should-a-business-owner-start-working-with-a-financial-advisor/

The content of this post is for informational purposes only and should not be considered financial, tax, or investment advice. Decisions regarding this topic should be made based on your personal situation and in consultation with a qualified financial professional. Founders Grove Wealth Partners does not guarantee the accuracy or completeness of the information provided.

09/02/2026

A new school year is underway, and we could not be more proud of each of the Founders Grove kids heading back to school!

We are cheering them on as they head into a fresh chapter of learning and growth. The families behind our team are a big part of what makes this community so special, and moments like these are worth celebrating. Here is to a great year ahead!

The content of this post is for informational purposes only and should not be considered financial, tax, or investment advice. Decisions regarding this topic should be made based on your personal situation and in consultation with a qualified financial professional. Founders Grove Wealth Partners does not guarantee the accuracy or completeness of the information provided.

08/19/2026

Today we celebrate Kate Chewning Atwood, co-founder of Founders Grove Wealth Partners and someone whose dedication to our clients and team is felt every single day. The care and intentionality she brings to this firm and the people we serve does not go unnoticed, and we are incredibly grateful to have her alongside us.

Please join us in celebrating her today!

The content of this post is for informational purposes only and should not be considered financial, tax, or investment advice. Decisions regarding this topic should be made based on your personal situation and in consultation with a qualified financial professional. Founders Grove Wealth Partners does not guarantee the accuracy or completeness of the information provided.

08/13/2026

Read our latest blog post: https://www.fgwp.com/what-should-you-know-about-healthcare-costs-in-retirement/

Healthcare can be one of the most significant expenses in retirement, and one that tends to be underestimated until it arrives. Our latest blog covers what to know about costs, coverage, and how healthcare fits into your broader retirement income plan, well before it becomes urgent.

The content of this post is for informational purposes only and should not be considered financial, tax, or investment advice. Decisions regarding this topic should be made based on your personal situation and in consultation with a qualified financial professional. Founders Grove Wealth Partners does not guarantee the accuracy or completeness of the information provided.

08/10/2026

A financial windfall, whether from a business sale, an inheritance, or a major investment gain, can be one of the most consequential moments in a financial life, and the decisions made in the months that follow can have a lasting impact on long-term outcomes.

Our latest blog covers what to consider before deploying capital, how to think through the tax implications, and why slowing down is often the most valuable first step.

🔗 https://www.fgwp.com/how-should-you-navigate-a-financial-windfall/

The content of this post is for informational purposes only and should not be considered financial, tax, or investment advice. Decisions regarding this topic should be made based on your personal situation and in consultation with a qualified financial professional. Founders Grove Wealth Partners does not guarantee the accuracy or completeness of the information provided.

08/06/2026

With back-to-school season around the corner, it is a natural moment to think about what financial knowledge your children are heading into adulthood with. From understanding how credit works to making the most of a first paycheck, the conversations you have with your children now may impact how they think about money for the rest of their lives.

If financial literacy is something you want to prioritize for your family, our team is here to help think through how it fits into your broader wealth plan.

The content of this post is for informational purposes only and should not be considered financial, tax, or investment advice. Decisions regarding this topic should be made based on your personal situation and in consultation with a qualified financial professional. Founders Grove Wealth Partners does not guarantee the accuracy or completeness of the information provided.

07/31/2026

We are pleased to share our Q3 2026 Market Outlook, titled "Attached At The Chip." The title reflects where returns actually came from in the first half. AI wasn't just a market story, it was an economy story, and it remains the dominant force heading into the back half even as leadership broadens underneath it.

Key Themes We Explore in this Market Outlook:

- AI Drove Both the Market and the Economy
- The Spend Is Real, and So Is the Revenue
- Leadership Broadened, but AI Still Carries the Index
- Semis and Memory Went Parabolic
- Small Caps Had Their Best First Half in 25 Years
- The IPO Market Reopened in Force
- Two Warning Signs Under the Surface
- Real Rates Are a Headwind, but Conditions Remain Loose

Read the full outlook: https://files.constantcontact.com/cfad9c7c901/c7d43b61-9748-4a5e-9a64-b344246e0e18.pdf?rdr=true

The content of this post is for informational purposes only and should not be considered financial, tax, or investment advice. Decisions regarding this topic should be made based on your personal situation and in consultation with a qualified financial professional. Founders Grove Wealth Partners does not guarantee the accuracy or completeness of the information provided.

07/16/2026

Monitoring cash flow across multiple income sources can be more complex than it appears. When income and expenses fall out of sync or key obligations and goals are not fully accounted for, it can create pressure points even in otherwise strong financial situations.

Recognizing these patterns early can provide more flexibility in how decisions are made throughout the year. A thoughtful review of cash flow in the context of your broader plan can help keep spending, saving, and upcoming obligations aligned. Learn how to stay on track during higher‑spend months in our recent blog post: https://www.fgwp.com/how-can-you-stay-on-top-of-cash-flow-and-spending-throughout-the-year/

The content of this post is for informational purposes only and should not be considered financial, tax, or investment advice. Decisions regarding this topic should be made based on your personal situation and in consultation with a qualified financial professional. Founders Grove Wealth Partners does not guarantee the accuracy or completeness of the information provided.

07/14/2026

We are so excited to share that our own Kate Atwood and her husband Daniel welcomed their baby boy, John Watkins Atwood, into the world last Thursday. We could not be happier for the Atwood family as they settle into this beautiful new chapter together.

Please join us in congratulating their family and thank you for the kindness, encouragement, and well wishes so many of you have already extended. We are so grateful to have her as part of the Founders Grove family and look forward to welcoming her back after Labor Day.

The content of this post is for informational purposes only and should not be considered financial, tax, or investment advice. Decisions regarding this topic should be made based on your personal situation and in consultation with a qualified financial professional. Founders Grove Wealth Partners does not guarantee the accuracy or completeness of the information provided.

07/09/2026

530A accounts, also known as Trump Accounts, officially opened for contributions on July 4th. With a lot of buzz around these new federally created savings vehicles, many families are wondering how they fit alongside accounts they may already have in place, such as a 529 plan. The two accounts differ meaningfully in how they are taxed, how the funds can be used, and what contribution incentives are available, and understanding those differences may help inform how you think about savings for your children or grandchildren.

Have questions about how a 530A account fits into your family's broader financial picture? Reach out to our team at https://www.fgwp.com/contact/.

The content of this post is for informational purposes only and should not be considered financial, tax, or investment advice. Decisions regarding this topic should be made based on your personal situation and in consultation with a qualified financial professional. Founders Grove Wealth Partners does not guarantee the accuracy or completeness of the information provided.

Address

6802 Paragon Place, Ste. 300
Richmond, VA
23230

Telephone

(804)9100001

Website

https://www.fgwp.com/

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