We provide asset allocation design and ongoing investment management services for managing 529 accounts hosted at College America.

We help our clients meet their college funding goals by designing age-specific portfolios in tax-efficient 529 college plans. We then monitor and annually rebalance each account to ensure savings and investments are on target to meet educational funding goals.

New Parent Financial Checklist

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To help you get a good financial start as parents, here’s a financial checklist for new parents.

Q&A: How Much K-12 Tuition Can I Reimburse from 529 Plan?

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By flowing money through a 529 account, a Virginia tax payer could receive a $575 discount on their private school tuition.

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