Tull Financial Group, Inc.

William Overton is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Tull Financial Group, Inc. since 2019 and previously held a position at Signature Family Wealth Advisors. Prior to his advisory career, he was affiliated with Virginia Tech for four years. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and businesses, including retirement plan support. The firm uses a tactical asset allocation approach combining passive and active investments, offers written Investment Policy Statements, and involves multiple generations in planning where appropriate.

Philip Tull is a financial advisor with Tull Financial Group, Inc. in Chesapeake, VA, holding a Series 65 designation and five years of industry experience. He has been with Tull Financial Group since 2016. Outside of his advisory role, he was previously involved with the Twin City Youth Soccer Association. Tull Financial Group serves individuals, families, trusts, and business clients with investment management and financial planning, employing a tactical asset allocation strategy that combines passive and active investments. The firm emphasizes client education, multi-generational planning, and uses AI tools for research while maintaining explicit risk management targets in its portfolios.

Robert Tull is a CFP® with 23 years of industry experience and has been with Tull Financial Group, Inc. since 1992. He holds a Series 63 license and is based in Chesapeake, VA. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and businesses. The firm uses a tactical asset allocation approach combining passive and active investments, offers written Investment Policy Statements, and engages in client education and retirement plan participant outreach.