Jamison Retirement, LLC

Jamison Retirement, LLC

5.0
1 employee
2 years in business

About this pro

Jamison Retirement offers personalized retirement planning and investment solutions to our clients, fostering financial stewardship via practical, authentic, and hands-on advice. By leveraging the back-office and investment resources of a multi-billion dollar Registered Investment Advisor (RIA), we get to spend our time focused solely on what we do best - guiding our clients toward financial clarity and freedom. With no account minimums, Jamison Retirement represents the next generation of democratized financial advising, providing holistic wealth management services once tailored exclusively to the ultra wealthy.

We believe integrity, expertise, humility, and a passion for giving back are the hallmark traits essential for earning, cultivating, and sustaining trust with community members and clients alike. Learn more about Bingham's 15-year investment career and charitable endeavors to determine if Jamison Retirement is a good fit for you.

Read more about this pro


Credentials

Charlottesville, VA 22901
Email verified
Phone verified

ReviewsWrite a review



There are no reviews yet


Photos & Videos


FAQs


What is your typical process for working with a new customer?

I provide a free, one-hour initial consultation with new clients to learn about their financial situation and determine if/how I can be of service. 


What education and/or training do you have that relates to your work?

Bingham is an investment executive and entrepreneur, as well as an author and philanthropist. He is the Managing Partner at Jamison Retirement, a Contributor for Forbes Investing and Seeking Alpha, and an Angel Investor with the Charlottesville Angel Network.

Bingham has spent the past 15 years as an investment professional in Charlottesville, VA, advising clients on portfolio construction, tax and estate planning, risk management strategies, mineral rights ownership, oil and gas royalties management, and strategic charitable giving initiatives. Prior to founding Jamison Retirement in 2019, Bingham served family clients as an Investment Advisor Representative with several Virginia-based multi-family offices - he was a Principal with Signature Family Wealth Advisors, then the President of Qaim Wealth Advisors, and most recently a Wealth Manager at Manchester Capital Management. Bingham began his finance career as an Investment Analyst at Investure, an outsourced investment office for endowments and foundations, where he conducted due diligence and manager selection on the Private Equity and Hedge Fund teams.

Compelled to serve in the wake of 9/11, Bingham joined the Marine Corps. In 2003, he represented Team USA for the International Military Pentathlon in Europe. Following his training as a Counterintelligence Officer, Bingham commanded Human Intelligence Exploitation Teams (HETs) during combat operations in Al Qaim and Fallujah, Iraq. After the Marines, he participated in the U.S. Intelligence Community's global efforts to disrupt terrorism financing. ​

Bingham speaks and writes about his wartime experience - he has been a keynote speaker at venues across central Virginia and Georgia, and has published over two-dozen articles as a Contributor for TIME Magazine, The Daily Beast, The Richmond Times-Dispatch, The Daily Progress, and elsewhere. He is the Co-Founder and Chairman of Warrior Healing Campaign, serves on the board of the Richmond Fisher House & Foundation, and recently summited Mt. Kilimanjaro as a member of The Chris Long Foundation's Waterboys team. 

A native of Atlanta, Bingham graduated from the University of Virginia's McIntire School of Commerce, earned the Chartered Financial Analyst designation from the CFA Institute, and remains a regular fixture (alongside his two orange-clad children) at most Wahoo sporting events.


Do you have a standard pricing system for your services? If so, please share the details here.

For clients in need of a comprehensive financial plan, seeking one-on-one guidance for major budgeting decisions, or in search of personalized financial education for teenagers and young adults, Jamison Retirement offers these planning-only services on a per-hour or per-project basis.

For clients interested in the full-suite of wealth advisory services, which integrates ongoing financial planning with portfolio management, asset allocation, investment due diligence, risk management, cash management, and tax-loss harvesting, Jamison Retirement offers these services for an assets-based fee.


How did you get started in this business?

I've been in the investment management business for the past 15 years following my time in the Marines.


What types of customers have you worked with?

I partner with individuals, couples, and even multi-generational families, assisting with financial planning, investments, risk management, and retirement strategies.


Describe a recent event you are fond of.

I recently had a meaninful conversation with a business owner who is considering selling his company - we discussed strategies to pursue a purpose-driven retirement, and I subsequently encouraged him to read an article I published in Forbes about that very topic: https://www.forbes.com/sites/binghamjamison/2016/08/23/a-purpose-driven-retirement/


What advice would you give a customer looking to hire a pro in your area of expertise?

We believe integrity, expertise, humility, and a passion for giving back are the hallmark traits essential for earning, cultivating, and sustaining trust with community members and clients alike. Therefore, I always advise prospective clients to interview several advisors before making a hiring decision.


What questions should customers think through before talking to pros about their needs?

Be prepared to discuss your current financial situation and your financial goals for the future.


Services offered