Our commitment is to guide you toward achieving peace of mind in retirement.

Premier wealth advisory serving clients in Northwest Virginia

We’re more than just financial advisors; we’re your retirement partners. Our family’s mission is to walk with you every step of the way, helping you design a retirement plan that’s uniquely yours. We measure our success by your success, and nothing makes us happier than knowing you’re on the path to a secure and enjoyable retirement. As your partners, we’re dedicated to making this journey as smooth and rewarding as possible. You’re not just a client; you’re an integral part of our family.

You are never too old to set a new goal or dream a new dream.

Tailored solutions for your retirement journey

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow.

Income Planning

Our focus is on optimizing your assets and creating a sustainable income stream.

Tax Minimization

We guide clients on tax issues, helping them enjoy their dream retirement by utilizing assets wisely.

Legacy Planning

Maximize your family’s inheritance and minimize tax implications, through proactive planning.

Long-Term Care

We guide clients on tax issues, helping them enjoy their dream retirement by utilizing assets wisely.

Your Family's Future, Our Family's Expertise.

As a family-run retirement planning firm, we cherish the bonds of trust and dedication that come with working together. We’re excited to introduce you to our team – experienced professionals who are passionate about helping your family secure a happy, prosperous retirement.

Robin Cash

Robin Cash

Founder • IAR

Amy Bellamy

Amy Bellamy

Office Manager • Insurance Agent

Michele Thompson

Michele Thompson

Insurance Agent • Compliance • Marketing


Explore the Cash Financial blog for a wealth of resources and educational content designed to empower you with knowledge for smarter financial decisions.

As we approach the end of another year, it’s the perfect time to reflect on the financial journey you’ve embarked on in 2023. It’s likely

As the year draws to a close, you may already be looking ahead, but don’t close out this chapter just yet. In order to set

As we usher in a new year, you’re likely thinking about your goals across all aspects of your life. After all, it’s the

Making the Transition to Retired Life

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.


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Schedule your 15-minute introduction call with Cash Financial and begin planning the retirement you deserve.

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