Advisor Profile

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.

As a Partner at Financial Services of Virginia, Justin focuses on the development of methodologies that are designed to help current and future clients accomplish their financial goals. Helping clients that are just starting out as well as those transitioning into a successful retirement, Justin and his partners utilize their experience in order to provide a solution to each unique client situation. Growing and working with his partners to bring out the best in one another both personally and in their practice has allowed Justin to stand out amongst the top advisors within the industry as a Five Star Wealth Management Award recipient.

Everyone should have their dreams and goals and to achieve those dreams, the person must go through a lot of hard work. Hard work simplifies your dream. Determination and passion make your dream come true.

Being in the industry for over fourteen years, Justin has always been ahead of his peers as a result of his dedication to hard-work and desire to provide a service to his clients and community that he believes in. Like other Financial Services of Virginia Members, a continued focus on education and growth has provided Justin countless opportunities in the financial industry. Justin currently holds the AIF® certification which he pursued specifically because it stresses the importance of operating under a fiduciary standard of care.

When Justin isn't in the office working with clients, he enjoys spending quality time with his Wife, Brittany, Son, Branson, Daughter, Windsor, and dogs Sady and Afton. Otherwise, he can be found hunting, fishing, gardening, CrossFit, softball, and supporting/volunteering with the various non-profits he is a part of.

Q&A With W. Justin Lacy, AIF®

What are the values that drive you?

Always putting my client’s best interests first.  Seeing a plan through from initial development to a successful outcome is extremely rewarding and what drives me each day. 

What is something potential clients in the investment and protection products industry deal with that you want to fix?

The generational shift of retirement planning responsibilities from employers to the employees themselves. Prior generations relied heavily on pension plans funded by their employers for retirement income; however, with the continued demise of pension plans, the responsibility has shifted to individuals to create, execute, and manage their own financial plans and investments. My goal is to simplify and help make sense of the myriad of investment and protection options available in order to develop a straightforward long-term plan for my clients.   

Which accomplishments are you most proud of?

Five Star Wealth Manager Recipient – Richmond, VA – 2018-2021

Style Weekly’s Top 40 Under 40 Class of 2015 – Richmond, VA

Wealth Management Thrive Awards – 2019 Fastest Growing Advisors in the United States -

What is a cause or organization that you care deeply about?

Goochland Cares, Goochland Education Foundation, FeedMore, YMCA, and Ducks Unlimited