We bring together a team of people to help you secure your financial future.
Wealth & Investment
Management Solutions
Wealth management is a high-level professional service that combines financial and investment advice, retirement planning and estate planning for one set fee. We operate under a fiduciary standard of care, acting in the best interest of our clients.
Financial
Planning
Financial Planning helps you chart a course for your financial life, from budgeting and saving, to minimizing your tax burden and leaving a financial legacy for your children. From budgeting and saving towards retirement, to minimizing the tax burden and leaving a final legacy, let Financial Services of Virginia help make the process seamless.
Insurance & Protection
Planning
Life insurance can be the foundation of your financial security and can provide comfort and stability for your family. The purpose of life insurance is to help provide your loved ones with financial protection in the event of your death. We specialize in Life and Disability Income Insurance, and Long Term Care Solutions.
Business
Solutions
If the unexpected happens, your business could change in an instant. Many unforeseen factors, such as changes to the economy, your health, or your key employees, may negatively impact your business. Let’s address these issues now, rather than later.
Our Financial Planning
Process

Our approach can be characterized as process-driven, designed to help you identify, prioritize, and achieve the things in life that you care about most. By utilizing this process, we can custom tailor our solutions to your individual wishes, timeframes, and circumstances. We view our work together as a journey rather than an event and monitor our progress in an ongoing fashion to help ensure your goals are achieved.
W. Justin Lacy, AIF®, Financial Planner & Partner
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
01.
Let the numbers speak!
In finance, numbers talk. Here are some of our accomplishments.
$212
750+
Clients
who put their faith in us
88
Years
of serving the community
30+
States where
we have clients
02.
Community Outreach
Our community has helped build our practice, so we help build our community.




03.
Meet our Financial Professionals
Financial Planner & Principal Partner
Mark MacInnis, RICP®
Passionate, goal-oriented, and thought leader are just a few words most often used to describe Mark MacInnis. With over twenty years of experience in the fast-paced financial industry, Mark has established himself as a powerhouse and an innovative leader and advisor.
Financial Planner & Partner
James Schreiber, ChFC®
Knowledgeable, detail-oriented, and intellectual leader are just a few words most often used to describe James Schreiber. With over a decade of experience in the fast-paced financial industry, James has established himself as a powerhouse and an innovative leader and advisor.
Financial Planner & Partner
W. Justin Lacy,
AIF®
Client-focused, earnest, and judicious leader are just a few words most often used to describe W. Justin Lacy, AIF®. With over fourteen years of experience in the fast-paced financial industry, Justin has established himself as a powerhouse and an innovative leader and advisor.
Financial Planner & Partner
Tom O’Grady
Driven, passionate, and professional leader are just a few words most often used to describe Tom O'Grady. With over thirty years of experience in the fast-paced financial industry, Tom has established himself as a powerhouse and an innovative leader and advisor.
Request a Consultation
Our team of professionals is ready to help you map out a plan to accomplish your financial goals.
Insights
Read our views on the things that matter to you. And get to know our people. We make the difference.
Our Office
View our location and find contact details for to begin working with us.
Drop a Line
Email us anytime with your questions and one of our professionals will get back to you.
Careers
Join a growing team of financial professionals that exists to serve the community.