Our History

Mainsail Wealth Advisors was founded on a simple idea: clients deserve a team that always puts their best interests first. From the beginning, our advisors built a practice model centered on collaboration; sharing resources, expertise, and insight to deliver the highest level of service.

Our roots trace back to A.G. Edwards, a firm known for its culture of integrity and commitment to clients. As the industry consolidated through mergers with Wachovia Securities and Wells Fargo Advisors, our team chose a different path. We wanted the freedom to design a practice that reflected our values—one where personalized advice, transparency, and teamwork guided every decision.

In 2013, we established Mainsail Wealth Advisors as an independent firm aligned with Raymond James. This partnership gives our clients the strength and resources of a national leader while allowing us to remain boutique in size and personal in approach.

Today, from offices in Gloucester and Richmond, Virginia, we serve more than 400 families and businesses across twenty states. Our growth has been intentional, focused on building lasting relationships and serving a select group of clients with the care, discipline, and thoughtfulness they deserve.

At Mainsail, our mission remains the same as it was on day one: to navigate every stage of your financial journey with clarity, commitment, and confidence.