“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®
Senior Wealth Advisor
As a Senior Wealth Advisor with PBMares since 2011, 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. 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®