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Our Team

Passionate About <br/><em>Helping People Plan with Intention</em><br/>

Passionate About
Helping People Plan with Intention

We Love What We Do

Financial planning is about more than numbers — it’s about helping people make confident decisions that support the life they want to live.

Why Work With Us

As an independent firm, we provide customized, comprehensive financial planning built around your goals — integrating investments, tax strategy, and long-term planning into one clear path forward.

Jacob Conley

Jacob R. Conley, CFP®

CERTIFIED FINANCIAL PLANNER™

jacob.conley@lpl.com

CERTIFIED FINANCIAL PLANNER™ professional serving Charlottesville, Louisa, Lake Anna, and the greater Central Virginia region. As the founder of Sonder Wealth Group, he provides comprehensive financial planning and wealth management for ...

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how we get paid Clarity from all angles

Financial Planning Services 

Initial planning fees typically range from $1,500 to $7,500 based on the complexity of your situation.

  • Comprehensive financial strategy based on your unique goals and risk profile.

  • Detailed analysis of investment strategies and risk management needs.

  • Ongoing financial coaching and educational opportunities.

  • Full access to our team of dedicated financial professionals.

  • Annual progress meetings to review and adjust your original strategy.

  • Client-led implementation of recommended financial strategies. 

Let's Talk

Advisory Relationship

Fee based on a percentage of assets under management or commissions on specific products.

  • Personalized financial strategies with advanced modeling and recommendations.

  • Continuous portfolio analysis and structured risk management.

  • Access to educational webinars and exclusive client events.

  • Collaborative support from our entire professional staff.

  • Regular virtual or in-person check-ins to discuss your goals.

  • Consolidated household reporting for immediate family members.

  • Real-time online access to view your accounts and progress.

  • Comprehensive support for retirement, estate, and lifestyle goals.

Let's Talk

Contact Us Let’s Maximize the Value of Your Time

The best way to get started is with a short introductory phone call with no cost or obligation to you.

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