Greenwood Financial Group

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10/30/2026

Blaire recently traveled to Washington, D.C. for her latest study group, where she met up with fellow Cambridge advisors to swap ideas, share what’s working in their practices, and learn from one another.

This group meets in a different city each time, giving everyone a chance to step outside of their usual routines and spend some valuable time together outside of the day-to-day.

As a bonus, Blaire was able to catch up with her cousin who works in the Senate!

10/22/2026

Meet Lynwood Atkinson, Financial Representative and longtime member of Greenwood Financial Group!

Lynwood began his career in financial services and insurance in 1980 and has since had the opportunity to help hundreds of clients with their investment and insurance needs.

Watch this video to learn more about him, his career journey, and how he enjoys spending his time outside of work.

10/21/2026

This is what just one great day on the golf course can do ⛳️

Thanks to everyone who supported our 13th Annual Charity Golf Tournament, we’re excited to share that this year’s event raised $21,500 in support of First Tee - Greater Richmond and VCU Athletics !

We're grateful for every golfer, sponsor, volunteer, client, friend, and partner who helped make this year’s tournament possible. We couldn’t have reached this incredible total without you!

10/19/2026

October is National Financial Planning Month, and it's an important reminder that financial planning goes beyond simply investing your money.

Whether you're just starting your career, approaching retirement, or already retired, it's never too early or too late to develop a financial plan!

Watch this video as Allison explains more, and reach out to us with any questions.

10/15/2026

Blaire recently traveled to Los Angeles for Capital Group’s Advisory Council! 🌴

The event brought together financial professionals for a few exciting days of connecting, exchanging ideas, and learning from others across the industry.

We’re grateful for opportunities that give our team a chance to step outside of the office and bring new perspectives back to our clients.

10/13/2026

Reminder: if you requested an extension for your 2025 federal tax return earlier this year, October 15 is the filing deadline for most individuals 📅

If you have questions about how your taxes fit into your broader financial picture, our team is always happy to help you think ahead and coordinate with your tax professional when needed.

Give us today 📞 (804) 421-4020

10/08/2026

There’s no shortage of “rules” about what you should and shouldn’t do with your money, but good financial planning isn’t about following blanket advice.

With October being National Financial Planning Month, there's no better time to dig into what it looks like to leave the one-size-fits-all advice behind.

On the latest episode of The Market Confidential, Blaire and Allison are joined by Greenwood Financial advisor Scott McCombs to challenge some of the money rules we hear all the time and explore why the right answer can look different depending on your life, priorities, and goals.

Listen to the full conversation here 🎙️

Spotify: https://open.spotify.com/episode/6oOs4L4FdPosDSEXrwwcrn?si=88adbdf6a72f41b1

YouTube: https://youtu.be/cLqtEjH1paw?si=xgPeCQfQY0pavUUb

Apple: https://podcasts.apple.com/us/podcast/money-rules-that-arent-always-right-with-scott-mccombs/id6803613603?i=1000791273260

10/07/2026

Medicare Open Enrollment is right around the corner! 📅

From October 15 through December 7, you'll have the opportunity to review your current Medicare coverage and make changes for the year ahead.

If you're not sure if your current coverage still makes sense for you or have a question about your options, ou don’t have to figure it all out on your own.

Our Insurance Specialist & Financial Associate, Austin King, is here to help you sort through your questions and better understand your options as Open Enrollment approaches. Call him today 📞 (804) 421-4020 ext. 108

10/06/2026

Yesterday, Allison and Penny participated in the Korn Ferry Tour Championship’s 2026 Executive Women’s Day, where they had the opportunity to gather with women from the Greater Richmond area to network and learn from guest speakers!

Focused on the theme of "Elevate," the sessions were centered around helping and encouraging women to elevate not only their professional lives, but also their mental, emotional, financial, and personal lives.

09/29/2026

We had an amazing day at our 13th Annual Charity Golf Tournament at Belmont Golf Course in support of First Tee - Greater Richmond and VCU Athletics! ⛳️

This event has become a special tradition for our team, and we couldn't do it without our clients, friends, sponsors, partners, and golfers.

Thank you to everyone who joined us, contributed, volunteered, and helped make this year's tournament possible. We're already looking forward to next year!

Address

3761 Westerre Parkway, Suite C
Richmond, VA
23233

Website

https://www.greenwoodfinancialgroup.com/

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