Business Owners & Entrepreneurs

At Kinloch Capital, we understand that being a business owner or entrepreneur comes with unique challenges because we’re business owners too. Our family is filled with entrepreneurs, and we have first-hand experience building our businesses and maximizing our savings. We want to help you do the same.

Being a business owner or entrepreneur can be overwhelming and stressful, especially when it comes to money. Many business owners have to invest their personal money to get their ventures off the ground and rely on future sales to keep them afloat. We can help you manage your finances so your business endeavors are secure.

Services We Offer

Financial Planning

We create a plan that takes care of all of the complications of equity compensation.

Investment Management

We keep you in direct contact with your expert investor, allowing you to build a personal relationship with them.

What Our Business Owners & Entrepreneurs Have to Say

Gus, a Richmond Business Owner

“My spouse and I have had the great pleasure to work with the Kinloch Group for coming up on 15 years now. They have helped us navigate our portfolio through both good economic times and bad, to ensure we achieve our financial goals and are able to retire in the lifestyle to which we’ve grown accustomed. More recently, they helped us to diversify into other real-estate-related opportunities, that are providing great returns and near and long-term income, something most other financial advisors cannot do.”

Client was not compensated for this testimonial.

Michele & Jonathan, Richmond Business Owners

“We started with Peter and Jennifer even before they were Kinloch. Together, they’ve helped us navigate all the changes that life can bring – from retirement and college planning to entrepreneurship and real estate investments. They’ve walked beside us through a recession, a pandemic, and unexpected expenses. And these nearly 20 years later, I can honestly say they have been the most engaged, wise, and trusted partners we could have dreamed of for our family. We’ve sent every friend we love their way, because we want those we care about to benefit from their expertise and innovative thinking. I truly recommend them with all my heart.”

Client was not compensated for this testimonial.

K.H., a Richmond Business Owner

“I really appreciate everything you all have done for me over the past 20 years to help me live my best life! I appreciate your talent, intellect and personal touch!”

Client was not compensated for this testimonial.

Peter Walls, CFP®, CMT®

Founding Partner

Chief Investment Officer

(804) 956-4550

[email protected]

What Issues Should I Consider As A Business Owner Or 1099 Worker?

QBI Deduction

What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?

Are you a business owner or entrepreneur who wants to get their finances in check? Are you trying to plan for your financial future and don’t know where to start?

Contact Us