Alishia DuBois, CFP®
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Serving Clients Nationwide
Your Trusted Partners in Personalized Wealth Management
Areas of Focus
- Business Owners
- Divorce Financial Planning
- Financial Life Planning
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Taxes
About Alishia DuBois, CFP®
Hi, I'm Alishia DuBois, Financial Advisor at Strathmore Capital Advisors. I'm dedicated to helping individuals and families build, manage, and preserve their wealth with clarity and confidence. I take a relationship-driven approach to financial planning, working closely with clients to simplify complex decisions and create thoughtful strategies aligned with their goals and priorities.I bring a well-rounded background in financial planning and wealth management. I began my career as an intern at Summit Financial Partners in Glen Allen, Virginia, followed by my role as a financial planning resident at Yeske Buie in Vienna, Virginia, where I developed a strong foundation in comprehensive planning.
I later joined Bernhardt Wealth Management in McLean, Virginia—subsequently becoming part of Modera Wealth Management—where I supported client relationships and planning work and was promoted to Financial Advisor.
I'm a Richmond, Virginia native, and I recently returned to the area and am proud to serve the community I call home. I earned my degree in Applied Economic Management with a concentration in Financial Planning from Virginia Tech, along with minors in Business and Leadership. I earned my CFP® certification in 2022 and remain an active member of the Financial Planning Association; I served on the Board of Directors for the National Capital Area chapter for five years.
What drew me to Strathmore Capital Advisors was its emphasis on meaningful client relationships. I'm passionate about helping clients think through important financial decisions and easing the pressure that often comes with them so they can move forward with confidence and peace of mind.
Outside of the office, I enjoy staying connected to the Richmond community and spending time with family, friends, and my two four-leggeds, Hank and Lucy.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
Primary Location
5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us and schedule a 15 to 30 minute phone call that will help us both determine whether our services will match your financial needs. There is no fee, and no strings attached! I look forward to speaking with you.Offers Investment Management
Yes
About Strathmore Capital Advisors
Strathmore Capital Advisors has provided trusted financial planning and wealth management services since 2005.What makes Strathmore Capital Advisors different?
✔️ We are Fee-Only, Fiduciary advisors. Our fees are fully disclosed and transparent. You never have to wonder if you are invested in a security that benefits us more than it benefits you because that conflict of interest is not present.
✔️ We hope to be your one-stop-shop for all aspects of your financial life including estate planning and taxes.
✔️ We believe that Financial Planning is central to all of our relationships. It is difficult to build the right portfolio for anyone without knowing what each client’s individual goals are.
✔️ We understand the importance of your portfolio having the right investment mix for you. We determine how to invest your money be looking at your risk tolerance, time horizon and goals.
✔️ We work as a team. Although CFP training is central to our backgrounds, you also get the benefit of our different life and professional experiences.
✔️ We offer Life Planning tools that help bring to the forefront of our conversations your unique goals and values.
✔️ We provide enhanced services such as estate document creation and planning, tax planning and tax preparation.
We can help you reach your goals!
For over twenty years, Strathmore Capital Advisors has been helping individuals and families reach their financial goals and to enjoy the comfortable retirement lifestyle they dreamed of with our investment management.
Our offices are located just outside of Richmond in Glen Allen, VA, Charlotte, NC, Burlington, NC, Chapel Hill, NC, Savannah, GA and Washington DC.
The Richmond office proudly serves the City of Richmond, Charles City County, Chesterfield County, Goochland County, Hanover County, Henrico County, New Kent County, and Powhatan County.
We also serve clients across the country with fully virtual client service options.
Education
Virginia Tech, Bachelor of Science, Applied Economic Management
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Widow
- Women Professionals
- Young Families
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