Kate Atwood, CFP®, CEPA®, CRPC®
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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 Kate Atwood, CFP®, CEPA®, CRPC®
Kate Atwood is a dedicated leader in finance as well as a wife, mother, and adventurer at heart.Outside of her professional life, Kate finds immense joy in exploring the world, immersing herself in diverse cultures, and savoring culinary delights with loved ones. Whether it's embarking on a new adventure or relishing family gatherings, she cherishes every moment spent creating memories with her husband Daniel, their sassy three-year-old daughter Cora, and their beloved rescue dog, Hampton. An advocate for an active lifestyle, Kate embraces the beauty of life’s simple pleasures, finding balance and rejuvenation in both her personal and professional life.
Professionally, Kate has forged a distinguished path within the financial services industry. As a founder and managing partner of Founders Grove, she has built a career she loves as a wealth manager. Her journey began in banking and quickly transitioned to the brokerage industry, where she honed her skills and developed a passion for finance.
At a boutique investment management firm, Kate immersed herself in the intricacies of investment operations, mastering trading dynamics, compliance protocols, and tax strategies. She specializes in tailoring bespoke investment solutions, demonstrating a keen ability to understand the unique needs of both financial advisors and their clients.
Kate continues to leverage her wealth of experience and client-centered approach to provide innovative financial solutions that empower individuals to achieve their goals. With a passion for making a meaningful impact in the lives of others, she remains dedicated to guiding clients through their financial journeys with expertise and integrity.
Recognizing that every client's path to financial well-being is unique, Kate prioritizes active listening and deep comprehension of their priorities. By fostering a culture of openness, honesty, and genuine care, she creates a supportive environment where clients feel empowered and valued on their journey toward financial security and fulfillment.
Her dedication to staying abreast of industry regulations, trends, and legislative updates has propelled her into leadership roles within esteemed organizations such as the Central Virginia Financial Planning Association (CVAFPA). Having served as President and currently holding the position of Chairman of the Board within the CVAFPA, Kate epitomizes proactive leadership and a collaborative spirit.
In Kate's world, work and personal life blend effortlessly, creating a colorful mix of experiences that make both her career and time with loved ones truly rewarding.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
- Financial Planning Association
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
Virginia Tech, Bachelor of Finance, Corporate Finance
Hobbies and Interests
- Family
- Traveling
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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