01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services


Fee Based Investment Advisory Services

In this day and age, investors want an option. Do they want to pay commissions or do they prefer to pay a set “Fee” for management of their investments. At Old Dominion Investment & Retirement Advisors we offer both options. Why? Because sometimes one option is better than the other.

Retirement Plans for Individuals

Individual retirement accounts (IRAs) hold a variety of investments to help an individual save toward retirement. IRAs allow individuals to invest in different types of assets inside the account. Your IRA provider acts as the custodian of the account, and invests the funds based on your wishes.

Retirement Plans for Businesses

At Old Dominion Investment & Retirement Advisors we build tailored retirement plans for our clients to match their specific goals and objectives. Different types of retirement plans are available for different sized businesses, and we can help you determine which is best for your situation.

Employee Benefit Plans

In this day and age when finding and keeping good employees is more and more competitive, the difference many times can be the package of Employee Benefits that you have to offer. Good employee benefits don’t have to be expensive.

Tax Deferred Annuities

Although there are many types of Tax Deferred Annuities today, in simplest terms a Tax Deferred Annuity is a tax advantaged savings vehicle. You pay premiums (or a series of premium payments) to an insurance company.

Tax Free Retirement Income Strategies

With the likelihood of higher Federal Tax brackets in the future, it is more important than ever to have source of Tax Free income in your portfolio. Tax Free Municipal Bonds Tax Free Municipal Bonds are one solution. These are either individual Bonds, Mutual Funds or Unit Investment Trusts (UITs)...

1031, DST and Alternatives

Alternative Investments Sometimes, it can be beneficial to have access to “alternative” investments in a portfolio, but what is the difference between alternative investments and traditional investments? Traditional investments are things like stocks, bonds, mutual funds and ETFs. Alternative...

Insurance Products

Much as we hate to admit or even think about it, we are all going to leave our loved ones one day. The problem is, we just don’t know when. If we did, planning for this event would be simple.

Meet Our Founder

Don Unger

Don Unger AIF, IAR, MSFS

Investment Advisor

We manage assets for individuals and families, providing investment management, and financial planning services.

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