We bring together a team of people to help you secure your financial future.

Innovative approach

Financial Services of Virginia recognizes that planning is about tailored financial roadmaps, data-driven decision making, and behavior management.

Client & Service Driven

We strive to provide unparalleled service while guiding clients to customized solutions that will help them meet their lifetime and legacy goals.

Over 88 Years
of Expertise

Our collective years of financial planning experience and white glove service can help enable our clients to achieve their financial dreams.

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

FSV Approach Diagram

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. 
Financial Services of Virginia Logo

Why choose us?

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.

outreach
sdfsfsd
fsv-outreach
efsf

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.

This form is currently undergoing maintenance. Please try again later.

Insights

Read our views on the things that matter to you. And get to know our people. We make the difference.

Sure, there are some lucky people who do get rich quickly. People do win lotteries, hit the...
By Andrew Keshner, MarketWatch Dec. 28, 2021 Capitol Hill negotiations on a massive social safety...
By J.J. McCorvey Dec. 31, 2021 Improving your financial life can sometimes feel like a...
By Kelsey Alpaio and Rakshitha Arni Ravishankar Dec. 31, 2021 Okay, let’s be honest. Talking...
Andrew Rosen, Contributor Dec. 29, 2021 2021 came in with a pandemic and seems to...
Mark Kantrowitz, Contributor Dec. 23, 2021 The U.S. Department of Education announced today that it...

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.