Experienced planning for your foundation and endowment

As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.

Helix bridge

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • image

    Kenneth Janes, AAMS, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • CA
    • CO
    • FL
    • GA
    • KS
    • KY
    • LA
    • MD
    • MS
    • NC
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WV

    Mr. Janes joined UBS Financial Services, Inc. in December of 2007 from Keller Williams Realty.  Prior to moving to the Richmond area, he held several supervisory and management positions in manufacturing companies located in Harrisonburg, Virginia.  He was also a safety director at those companies handling safety trainings and inspection audits.  He received his B.S. degree in Organizational Management and Development from Eastern Mennonite University, completed the MINI MBA Program at the University of Richmond and completed the Certificate in Financial Planning (CIFP) Program at Virginia Commonwealth University.  Most recently, he was awarded the designations of Accredited Asset Management Specialist (AAMS) and the Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning. He is a registered representative with the Financial Industry Regulatory Authority (Series 7), and he is an investment advisor representative (Series 66) with the Securities and Exchange Commission, as well as a licensed insurance agent with the Commonwealth of Virginia.  He also belongs to the Central Virginia Employee Benefits Council (CVEBC) and the Financial Planning Association of Richmond (FPAR).  Mr. Janes was born in Prince Georges County, Maryland, lived in Harrisonburg, Virginia for a number of years and moved to Richmond in October 2005.

      • Eastern Mennonite University, B.S. Degree in Organizational Management and Development
      • University of Richmond
      • Virginia Commonwealth University
      • College for Financial Planning
      • Accredited Asset Management Specialist
      • Chartered Retirement Planning Counselor
      • Wealth Advisor
      951 East Byrd St.
      Riverfront Plaza East, Suite 520
      Richmond, VA 23219
      kenny.janes@ubs.com
      Kenneth Janes, AAMS, CRPC
      951 East Byrd St.,Richmond,VA,23219
    • image

      Michael Rafferty

      Registered Client Associate

      • image
      • image
      • AL
      • CO
      • FL
      • NC
      • NY
      • VA
      • WV

      Mr. Rafferty joined UBS Financial Services in September 2021 as a Client Service Associate from Edelman Financial Engines. Prior to working in Client Service, Mr. Rafferty spent three years working in a back-office operations role primarily focusing on retirement account distributions. He is a registered representative with the Financial Industry Regulatory Authority (Series 7). Michael is a graduate of Virginia Commonwealth University with a degree in Communications. Mr. Rafferty was born in Fairfax, Virginia, spent a few years in Norfolk, Virginia, and has resided in Richmond since 2014.

            951 East Byrd St.
            Riverfront Plaza East, Suite 520
            Richmond, VA 23219
            m.rafferty@ubs.com
            Michael Rafferty
            951 East Byrd St.,Richmond,VA,23219
          Three generations in apple orchard

          Turn possibilities into a plan

          House View Monthly

          Mountain climbers on peak at sunrise

          A leading global wealth manager

          Chart

          Clarity in a rapidly changing world

          We’re here to help guide you through uncertain times

          Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

          Let’s create a path together so you can move forward with confidence, no matter what comes next.

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $7 trn

          UBS Group invested assets
          As of 12/31/2025

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

          Insights

          This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

          Go to privacy settings