“I love what I do because I can see the positive impact my advice has on people’s lives. There is a sense of satisfaction knowing that you helped guide someone toward an optimal path to achieve their goals.”
Addison Pock, CFP®, BFA™
Senior Wealth Advisor
Fredericksburg
As a Senior Wealth Advisor with PBMares since 2011 and having recently been named as a Partner with the firm, Addison specializes in wealth management and holistic financial planning, education planning, estate preservation, insurance, social security optimization. In addition to his CFP®, he carries the Virginia Life Health and Annuities Insurance License, as well as the Behavioral Financial Advisor (BFA™) designation. He has a Bachelor of Science degree in Finance from Virginia Tech.
Addison’s passion is to help guide clients to achieve their financial goals. Sometimes it’s helping ensure they can provide their children with an education, helping them avoid unforeseen financial pitfalls, or often giving them the knowledge to make informed decisions in order to maintain their lifestyle throughout retirement and provide a legacy for future generations.
As an active member of the Fredericksburg Chamber of Commerce, Addison also dedicates his time with the Fredericksburg SPCA and is on the board of the Fredericksburg Virginia Tech Alumni Association.
In his spare time, he enjoys running, rock climbing, and traveling.
Insights Authored by Addison Pock, CFP®, BFA™
Wealth Transfers in a Low Interest Rate Environment
Turbulent markets affect not only your portfolio, but your livelihood. As we continue to monitor this unsettling time we also see opportunity. The economic downturn coupled with historically low interest rates may provide unique wealth transfer opportunities.