VIRGINIA OFFICE

Michael Thaler

Wealth Manager and Chief Purpose Officer
VIRGINIA OFFICE

Michael Thaler

Wealth Manager and Chief Purpose Officer

Michael is the founder and managing partner of Equity Concepts, LLC, serving clients in the Richmond area since 1991. Michael has over 30 years of experience as an entrepreneur and business owner and he remains at the forefront of the financial industry through his teaching of wealth management strategies focusing on tax and alternative investment concepts for high net worth investors. He is especially passionate about being a guide for his clients’ stories to help them manage their wealth with clarity and intention. Michael currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63 and 65 and is licensed in 38 states.

Michael is also the founder and international executive director of Effective Ministries, Inc., a nonprofit organization that focuses on the needs of children and families in Richmond, Virginia and Niger, Africa. Since 2003, Effective Ministries has sent more than 100 teams consisting of over 1,100 travelers to Niger. Because of Michael’s passion and life’s work, Effective Ministries has given over $14 million directly to the children of Richmond and Niger to build schools and orphanages, dig wells for clean drinking water, offer medical service and much more. In 2017, Michael was awarded the Global Community Impact Award by the Invest in Others Charitable Foundation. Michael and his wife, Sharon, live in Montpelier, Virginia, along with their three children, Brennan, Alise and Zalika.

Michael loves quotes. His life quote is from Charles Spurgeon: “A good character is the best tombstone. Those who loved you and were helped by you will remember you. Carve your name on hearts, not on marble.”

Michael's Wealth Advisory Board

Jinette Chiappetta, CPA

Wealth Manager & Director of Tax Strategy

Haider Sharifi, CFP®

Wealth Manager & Director of Financial Planning

Mike Mills, AIF®

Wealth Manager

Ken Jones

Wealth Manager

Andrew Walker

Managing Director & Chief Investment Officer

Philip Beethoven-Wilson

Wealth Manager

David B. Saunders

Senior Relationship Builder

William Saunders, CFP®

Chief Relationship Builder

Alison Brown

Strategic Assistant

Sarah Kyle

Strategic Assistant

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