Expert Wealth Management Solutions in Powhatan, VA

Dedicated Financial Planning and Asset Management for Your Needs

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about us

Who we Are

Swift Creek Wealth Management, as an Independent, Fee-Only Registered Investment Advisory firm, is proud to serve the Powhatan community. Located near the historic Powhatan Courthouse and the tranquil Powhatan State Park, we understand the values and traditions that define this area. We are dedicated to building lasting relationships with our clients that lead to long-term financial success, using a rational and risk-appropriate approach. Our one-fee model, with no commissions or quotas, ensures that your family’s financial interests are always at the forefront of our services.

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Services

Customized Financial Planning in Powhatan

At Swift Creek Wealth Management in Powhatan, VA, we offer personalized financial planning services that honor the area’s rich history and rural charm. From safeguarding generational wealth to planning for a peaceful retirement, our strategies are designed to meet your unique financial needs, helping you secure a prosperous future while enjoying Powhatan’s picturesque landscapes.

SERVICES

Reliable Asset Management in Powhatan

In Powhatan, our asset management services are designed to reflect the area’s blend of tradition and growth. Swift Creek Wealth Management provides professional oversight of your investments, ensuring they perform optimally while managing risk, so you can focus on the peaceful, rural lifestyle that makes Powhatan so special.

Services

Integrated Wealth Management in Powhatan

Our integrated approach to wealth management in Powhatan combines expert asset management with proactive financial planning. Powhatan clients benefit from our continuous guidance and strategic advice, helping them secure their financial futures while embracing the rural charm and deep-rooted traditions of the area.

about

Meet John Hopkins

Welcome to Swift Creek Wealth Management. My name is John Hopkins.

I have worked  as a Financial Planner and Wealth Manager since 2012.  Prior to starting Swift Creek Wealth Management in 2019, I worked for a couple of other financial advisory firms in the area.  

Before working in the Financial industry, I had a 20-year career as a Naval Flight Officer in the US Navy (yes, I flew off aircraft carriers).  I also worked as a 401 (K) Mergers and Acquisition Conversion Specialist for the Vanguard Group and as a Six Sigma Black Belt for GE Transport International Pool/Modular Space (a GE Capital Company) during a two year break in my military service.

I  grew up in  Wellsboro, Pennsylvania and lived in many locations during my military career.  I came to the Richmond area in 2005  and was the Commanding Officer of Navy Operational Support Center Richmond. Although I had a couple military positions after that, I have lived in Chesterfield County since then.  

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tESTIONIALS

What our Clients Say About Us

At Swift Creek Wealth Management, our clients' success stories are our proudest achievements. Discover how we've helped individuals and businesses reach their financial goals and secure their futures.

Would recommend him to anyone seeking a personal finance advisor.

“John quickly became something of an advocate during an unexpectedly contentious funds transfer from my university-based retirement plan to Swift Creek Wealth Management.  His assistance made things so much easier, and foreshadowed what was to come:  John has consistently been thorough and clear in his analysis and suggestions, and has tempered all advice with clear risk assessments.  He is patient, explains everything very well, and is quite personable.  I have recommended him to friends and would recommend him to anyone seeking a personal finance advisor.”

Britt and Susie Thomas

We highly recommend him to others

“My wife and I are both experts in our respective fields.  However, financial planning is something we both previously considered a vulnerability, until we met John Hopkins. After having several poor experiences with other financial advisors, we were about to give up until we met John.  Being retired military, we were drawn to John based on that commonality. We were a bit skittish meeting with him for the first time but our reservations were quickly resolved.  John is highly professional, understanding, immensely capable, and also very relatable.  He has taken the time to explain absolutely everything we have covered and guides us in taking the right steps to secure our financial future.  We are thrilled to have found John whom we are confident has our best interests at heart.  We highly recommend him to others.”

Brian and Michelle Sullivan

service locations

Serving Our Community Across Virginia

Providing Expert Wealth Management Services in Multiple Locations

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