Cecilia Fleming

EVOadvisers

Associate Financial Planner

Cecilia Fleming

EVOadvisers

Associate Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Cecilia Fleming

804-794-1981 ext. 5

Fee-Only financial planner located in Richmond, VA, serving clients locally and across the country

Meet Cecilia Fleming

Cecilia Fleming looks to the future of financial planning. She combines her passion of building relationships with her math mind to help clients plan for their own financial independence in the here and now.

Cecilia joined EVOadvisers as an intern in 2018 and was quickly promoted to Associate Financial Planner. She is a graduate of Virginia Tech’s Pamplin College of Business where she served on leadership teams for the Virginia Tech Chapter of the Financial Planning Association (FPA), Finance for Females, and the Mixed Student Alliance. She’s a member of the National Association of Personal Financial Advisors (NAPFA) and is pursuing the CFP Board’s certification.

Client meetings are her favorite part of the job.  It’s about reconnecting and walking alongside clients as they maneuver and ultimately eliminate financial obstacles that restrict their lives. She finds joy in educating clients on the power of wealth which is not often always about the numbers.

When she isn’t running tax projections or providing financial planning and investment analysis to clients, you can find Cecilia at a local brewery, listening to podcasts, or hiking trails in Shenandoah National Park where she also volunteers.

Cecilia is a native of Powhatan and excited to be back in the area with the EVOadvisers team!

Cecilia Fleming is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Cecilia Fleming

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Office Locations:

  • 2917 West Leigh Street
    Richmond, VA 23230

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