Broker Check
Jacob R. Conley, CFP®

Jacob R. Conley, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

jacob.conley@lpl.com

Jacob Conley is a 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 families, professionals, and business owners seeking clarity and confidence in their financial future.

A native of Central Virginia, Jacob intentionally built his practice close to home. Based in Charlottesville, he works with clients throughout Louisa County, Lake Anna, and surrounding communities, helping them align financial decisions with long-term life goals. He believes financial advice works best when it is personal, relationship-driven, and rooted in community.

Family is central to Jacob’s life and work. His wife, Kathryn, dances professionally with the Charlottesville Ballet, and together they value family, kindness, integrity, and wellness. These principles shape his approach — thoughtful listening, disciplined strategy, and a long-term perspective.

Jacob’s passion for financial planning is personal. His parents broke the cycle of poverty through hard work, saving, and entrepreneurship — a story that shaped his belief in the power of sound financial strategy. Today, he especially enjoys working with business owners in Charlottesville, Louisa, and Lake Anna, helping them protect their business while building personal wealth beyond it.

Outside the office, Jacob enjoys backpacking in the Blue Ridge Mountains, spending time at Lake Anna, and pursuing archery, hunting, and fishing across Central Virginia. The discipline and patience learned outdoors mirror the steady, intentional approach he brings to his clients’ financial lives.