Jeremiah Winters, CAP®, CFP®, CPWA®, RICP®
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Serving Clients Nationwide
The advisors you trust to help cultivate, grow and preserve your wealth.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Jeremiah Winters, CAP®, CFP®, CPWA®, RICP®
Jeremiah Winters is a devoted family man, happily married to his wife Taylor, and the proud father of five energetic children: Henry, Callaway, Lindley, Mills, and Luke. Their lives are filled with joyful chaos, as the kids participate in a wide array of activities, including soccer, basketball, lacrosse, baseball, and horseback riding. The twin additions to the family add an extra layer of excitement, prompting Jeremiah to humorously observe, "When you count by two, the numbers add up quickly." Alongside their bustling household, their two beloved dogs, Scout and Tula, complete the Winters family.Jeremiah's dedication to his community is as strong as his commitment to his family. He and his wife have been actively involved in various nonprofit and educational initiatives, making a significant impact on the lives of young people. Jeremiah's hands-on approach to mentoring and tutoring, coupled with his past role as co-chair of a nonprofit board, exemplifies his passion for giving back. His belief that life is truly blessed when shared with loved ones and pursued with purpose shines through in all he does.
Professionally, Jeremiah is a founder and CEO of Founders Grove, where he brings over 20 years of experience in the financial services industry. He holds prestigious designations such as Certified Financial Planner® (CFP), Retirement Income Certified Professional® (RICP), Certified Private Wealth Advisor® (CPWA), and Certified Advisor of Philanthropy® (CAP), underscoring his commitment to excellence in his field. Before becoming a Financial Advisor, Jeremiah played a crucial role in training financial advisors within a financial planning department. His background also includes valuable experience on a trading floor, where he honed his expertise in market dynamics, investment strategies, and risk management.
Jeremiah's academic journey began at the University of Richmond, where he double majored in Leadership Studies and Rhetoric and Communication. He then earned his MBA from Virginia Commonwealth University, equipping him with the knowledge and skills needed to thrive in the dynamic financial services landscape. Throughout his career, Jeremiah has remained dedicated to helping clients build personalized financial plans and manage their wealth effectively to achieve their goals.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Private Wealth Advisor (CPWA)
- Chartered Advisor in Philanthropy (CAP)
- Retirement Income Certified Professional (RICP)
Primary Location
6802 Paragon Place, Ste 300 Richmond, VA, 23230
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and let us know how we can help you. Use the brief form, send us an email, or simply call us. Your personal information is always protected. We look forward to speaking with you.Offers Investment Management
Yes
About Founders Grove Wealth Partners
At Founders Grove Wealth Partners, we’re a tight-knit team of independent fiduciaries who align our clients’ values to their portfolios.Here, you’re supported by approachable, hands-on experts with the advanced tools and designations to help preserve and grow your wealth in today’s complex financial environment. All with the goal of empowering rich, fulfilling lives and lasting legacies.
Our Services: Planning for Every Stage
Count on our expertise in the areas you need most:
✔️ Wealth Management
A holistic approach covering all aspects of your financial life.
✔️ Investment Strategies
Tailored plans that align with your unique financial goals and risk tolerance.
✔️ Entrepreneurial Services
Networking, partnerships, exit strategies, and integration of personal & business financial planning.
✔️ Risk Mitigation
Proactive identification and mitigation of risks—whether market-, tax-, or situation-specific—remains a top priority.
✔️ Legacy Planning
Comprehensive strategies for multi-generational wealth transfer to help ensure your financial legacy endures.
Your Goals: Embrace What You've Built
From Wealth accumulation to estate and tax planning, you'll find a team who collaborates, embraces your financial concerns, applies expertise and detail to every engagement, and guides you through major life transitions by listening, understanding, and empowering.
At Founder’s Grove, we believe it’s time to celebrate your hard-earned success. It is time to share the excitement of every milestone. It is time to live abundantly.
Education
University of Richmond, Bachelor of Arts - BA, Jepson School of Leadership Studies; Virginia Commonwealth University - School of Business MBA, Master of Business Administration
Hobbies and Interests
- Family
- Horseback Riding
- Sports
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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