Dominion Financial Consultants is a registered investment advisory firm registered in the state of Virginia and the District of Columbia.  Included on this page is a link to our registration document (called “Form ADV” Form, Part II).  A privacy notice has also been included for your convenience.  A copy of this document must be provided to our clients before services are initiated.  All information contained on our website is for informational purposes only and does not constitute a solicitation or offer to provide financial advice or investment advisory services.  Such an offer can only be made in the state of Virginia or in the District of Columbia, where we are registered as an investment advisor, where we are excluded from registration or where an exemption from such registration exists.  Any and all responses to inquiries about our services will be made in compliance with applicable state and federal law.  This medium is limited to providing you with general information on our services and provides a way for you to contact us.  It does not intend to be a complete description of our services or performance. 

Also set forth below are client intake forms which clients may find useful as they are preparing for initial planning meetings.

Regulatory Dislclosure Documents

ADV Part II

Privacy Notice (pdf file)

Client Intake Forms

New Client Questionnaire for Single Clients (pdf file)

New Client Questionnaire for Married Clients (pdf file)