Coastal Virginia Wealth Group - Chesapeake, Personalized Financial Guidance

Every financial journey is unique. We take the time to understand your goals and provide personalized guidance designed around your priorities.

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About Coastal Virginia Wealth Group - CHESAPEAKE

Helping Coastal Virginia Families Plan for The Future

At Coastal Virginia Wealth Group - Chesapeake, we help individuals, families, retirees, military personnel, federal employees, and business owners make informed financial decisions with confidence. Through personalized financial planning, retirement planning, investment management, and wealth management services, we work closely with clients to develop long-term plans aligned with their goals, values, and vision for the future.

Our mission is to bring professionalism, high standards, and integrity to every client relationship as we help clients plan for and work toward their financial goals.

Based in Chesapeake, Virginia, we proudly serve individuals, families, military personnel, federal employees, and business owners throughout Hampton Roads, Coastal Virginia, Moyock, Elizabeth City, and throughout the United States. Our approach is built on understanding each client's unique circumstances and providing guidance that evolves as life, careers, and financial priorities change.

Financial planning is not a one-time event; it is an ongoing process. Whether you're preparing for retirement, managing investments, navigating a career transition, or planning for future generations, we are committed to helping you stay focused on what matters most.

Our Approach

We believe successful financial planning is built on three key principles:

Personalized Guidance
Every client has unique goals, priorities, and financial circumstances. We take the time to understand your situation before developing recommendations tailored to your needs.

Long-Term Relationships
Financial planning is an ongoing process. We work alongside our clients through life's transitions, helping them adapt their strategies as goals and circumstances evolve.

Clear Communication
We believe informed decisions help clients better understand their options and make choices aligned with their goals. Through clear communication and ongoing guidance, we help clients navigate important financial decisions with greater confidence and understanding.

Rooted in Coastal Virginia

As a financial planning and wealth management firm serving Chesapeake, Virginia Beach, Norfolk, and the surrounding Hampton Roads region, we are committed to helping clients make informed financial decisions through personalized planning and ongoing guidance.

Our team understands the unique financial opportunities and challenges facing local families, including military transitions, federal employee retirement benefits, business succession planning, retirement income strategies, and long-term wealth preservation.

We believe successful financial planning is about more than investments and retirement accounts - it's about helping individuals and families make informed decisions and prepare for the future with greater confidence. Through personalized service, professional guidance, and long-term relationships, we strive to help every client navigate financial decisions with clarity and purpose.

Proudly Serving: Chesapeake, Virginia Beach, Norfolk, Suffolk, Portsmouth, Hampton, Newport News, York County, Poquoson, Williamsburg, communities throughout Hampton Roads and Coastal Virginia, Moyock, Elizabeth City, and throughout the United States.

Why Clients Choose Coastal Virginia Wealth Group

Personalized Service

Strategies tailored to your unique goals, priorities, and financial situation.

Ongoing Communication

Regular reviews and proactive guidance to help keep your plans on track.

Trusted Relationships

Our goal is to build long-term relationships based on trust and service.

Transitioned Guidance

Support for retirement, investment decisions, military and federal transitions, and legacy planning.

Who We Serve

Every client's financial journey is different. We work with individuals and families across Coastal Virginia who are seeking professional guidance for retirement planning, wealth management, investment management, and financial decision-making. Our planning process is designed to help clients organize their financial lives and create strategies for both current and future goals.

Our Clients Include

Individuals and families planning for retirement
Retirees seeking income and wealth preservation strategies
Federal employees evaluating retirement benefits and pension options
Active-duty military members and veterans transitioning to civilian life
Business owners planning for growth, succession, and retirement
Professionals seeking comprehensive financial planning and investment guidance

Financial Planning Designed Around You

Every financial strategy should reflect the unique needs and objectives of the individual or family it serves. We take a personalized approach to helping clients navigate important financial decisions through education, planning, and ongoing guidance. Our services include:

Wealth Management
Financial Planning
Retirement Planning
Investment Management
IRA & 401(k) Rollovers
Federal Employee Retirement Planning
Military Retirement Planning
Business Retirement Plans
Financial Wellness Programs

Meet Dan Neice, MBA, CFP®

Coastal Virginia Wealth Group - Chesapeake is led by Dan Neice, MBA, CFP®, whose career combines military leadership, financial planning expertise, and a commitment to serving individuals and families throughout Hampton Roads, and across the United States.

As a CERTIFIED FINANCIAL PLANNER® professional and former U.S. Navy officer with more than two decades of leadership experience, Dan brings a disciplined, client-focused approach to retirement planning, wealth management, and long-term financial strategy.

He is committed to helping clients navigate important financial decisions through education, planning, and ongoing guidance while developing strategies aligned with their long-term goals.

Learn more about Dan's background, credentials, and professional experience by visiting his full biography page.

Meet Dan Neice

Let's Start the Conversation

Contact Us Today

Whether you're approaching retirement, changing careers, managing family wealth, or simply looking for a trusted financial partner, Coastal Virginia Wealth Group - Chesapeake is here to help.

Contact us today to schedule a consultation and learn how a personalized financial strategy can help you work toward your financial goals.