Chase Dominion Advisors

Our mission is to help more people pursue retirement on their terms by encouraging them to save and invest wisely through proper plan design assistance and carefully crafted employee communications.

Clarke Chase founded Chase Dominion Advisors in 1985 with the belief that every American worker should have the opportunity to retire on their terms. Trey Jamison joined the firm in 2010 with the goals of expanding the service model to include providing employers with trackable results regarding employees’ level of retirement preparedness, providing employees with one-on-one financial advice and planning, and integrating a comprehensive financial planning and investment management approach for individuals and families. Through a multi-year planned succession strategy, the transition of the role of principal and managing partner to Trey Jamison was completed in 2021.

For more than 35 years, our team of professionals have been helping plan companies implement retirement plans designed to increase employees’ retirement readiness. When seeking the most appropriate retirement plan for your company and your employees, it’s critical to incorporate the guidance of those who are dedicated to providing impartial advice and innovative strategies. We work closely with your company at every stage of retirement plan operation and management, helping to ensure that your program reflects the unique characteristics of your business and employees. At Chase Dominion Advisors, we help you and your workforce pursue your respective financial goals, and we welcome the opportunity to serve you.

• Fiduciary advisors to retirement plans
• 3(21) or 3(38) fiduciary to 401(k), 403(b), 457(b)/401(a) & pension plans
• Experts in non-qualified deferred compensation and executive benefits
• Deliver customized financial wellness programs
• Provide complementary financial advice and planning to employees

• David Beard
  Retirement Plan Consultant
  4801 Cox Rd Ste 204

  Glen Allen, VA 23060
  Phone: (804) 270-3701
• Jayme Collings
  Client Service Coordinator
  4801 Cox Road, Suite 204

  Glen Allen, VA 23060
  Phone: (804) 270-3701
• Suzanne DuBose
  Plan Services Coordinator
  4801 Cox Road, Suite 204

  Glen Allen, VA 23060
  Phone: (804) 270-3701
• Trey Jamison
  Retirement Plan Consultant
  4801 Cox Road, Suite 204

  Glen Allen, VA 23060
  Phone: (804) 325-1502
• Barbara Phillips
  VP, Plan Administration & Compliance
  4801 Cox Road, Suite 204

  Glen Allen, VA 23060
  Phone: (804) 270-3701

Take I-295 to Exit 51B for Nuckols Rd South Take Nuckols Road South for 0.7 miles to the SECOND light for a LEFT on Cox Road Take Cox Road 0.4 miles to a RIGHT into “Liberty Plaza” office building