Who We Are: Your Fiduciary Partners in Abundant Living
At Petra Wealth Management, we’re dedicated to guiding believers, discerning professionals, retirees, pre-retirees, and families with $500k+ in investable assets toward a future of financial security and greater abundance.
As pure fiduciaries, we combine years of expertise with a commitment to stewardship, ensuring your wealth not only prospers abundantly, but aligns with your deepest values—whether you’re a believer seeking all sufficiency in all things, a pilot, patriot or a medical professional aiming to maximize your 401(k), 403(b) or Thrift Savings Plan. What drives us? A passion to unlock what is available for you and your legacy, across generations, for your highest success.
Our approach is rooted in a proven process that’s transformed numerous legacies. But: how do we pilot your unique journey to lead you and those most important to you, to a more abundant financial life? Discover the Petra difference through our personalized, fiduciary-led strategies.
*Have less than 500k? We do work with families and friends of clients…and for those overcoming setbacks or still building. If you're determined and motived, let's talk.
Why Choose Petra
With years of experience serving HNW investors, families, professionals of all sorts, business owners and folks in different stages, Petra Wealth Management has a proven track record of delivering tailored strategies that secure futures and build legacies.
Besides our direct fiduciary oversight of custodied accounts, our team of held-away experts—many with backgrounds in serving medical professionals, IT professionals, pilots, and military—ensures your 401(k), 403(b), TSP or employer plan is also managed with security, precision and care—and maximized whenever possible. While transparency, integrity, and the highest ethical standards are our operating principles—your wealth and your success are our number one priority.
Our Vision for You
Imagine a future where your wealth not only secures your retirement but also creates a lasting impact for generations to come. At Petra, we turn this vision into reality—crafting a pathway that enhances your more abundant life, aligns with your deepest values, and ensures peace of mind. Ready to explore what’s possible?
The Verses We Stand on.
Discover the Petra Wealth Advantage
Rooted in the belief that success stems from both financial wisdom AND enthusiastic action, Petra Wealth combines proven investment strategies with personal white glove service--built upon the biblical principles of integrity, competance and in-depth perception and awareness. We embrace an attitude of informed, insightful and optimistic action to bring material wealth to you--to help you achieve lasting security and abundance alongside great peace of mind.
We're not just about numbers—we're about aligning your successes with your convictions, commitments and callings--your highest goals.
Portfolios that shine against the markets
We serve families and discerning investors, prioritizing their success while growing their wealth with custom portfolios, IRAs, and employer-sponsored plans like 401(k)s, 403(b)s TSPs and others.
Need a Plan That’s All About You?
Your goals, your priorities—Knowing where we are on your journey, what you're goals are and when you want to arrive-allows us to build you a personal Financial Road map to get you there.
Is Retirement Here or in Sight?
Whether you’re planning ahead or already arriving, we help make your retirement stress-free and secure in both planning, distributions and continuing to grow your wealth so your money keeps on making more money for you. As my mentor taught me: "You can only spend the money you earn once, but you can spend the money your money earns, over and over again."
Estate Planning, Trusts and Legacies
We aren't lawyers and don't practice law, yet we can assist you in preparing and having all aspects of your Retirement Plan, Trust, Will or Estate Plan developed, reviewed, in place and ready to do their part in your success.
Looking for Someone You Can Trust?
Some things in life are too much to tackle alone. Even the best athletes have expert coaches so they can be even better. We utilize our expertise in discretionary management, in comprehensive planning, and being 100% in your corner --to leverage the best resources for your success.
Petra Wealth Management was formed for the primary purpose of changing lives for the better—for blessing faithful believers, discriminating investors, those who are motivated to actively engage and work toward their success. These folks represent the ethos of working both harder and smarter-tenets that align with David’s purposes and vision in his approach to working in your best interest.
"Petra" was chosen as a name—because the Greek "πέτρα” is the unmoveable, massive and solid “Rock of Ages”. Those founded upon the rock stand strong through any storm, and the winds do not prevail against us if we build upon the solid strength of The Rock and the ideals of it..
"Wealth Management" was added because we do not just provide advice (advisor) or financial plans (planner), but instead stand in the gap to provide both Fiduciary Investment Management, as well as Comprehensive Financial Planning.
The Star in our logo was chosen because of Hope. The Star of Bethlehem, which has been portrayed for generations upon generations—is the quintessential symbol of the redeemer of mankind—of hope, of salvation—of peace and goodwill to man and a way to win in life!
The Compass Rose was overlaid into the Star because a successful journey requires not only recognizing true North but also knowing how to safely navigate the journey along the way.
David J. Thompson
Founder and President,
Chief Compliance Officer,
Investment Advisor Representative,
Fiduciary
David’s journey of excellence began at 16 when he enlisted in the Marine Corps as an Intelligence Specialist. After serving honorably at multiple levels of the Marine Corps and within the Intelligence Community, he dedicated himself to biblical studies as a life-long pursuit through The Way Corps and other leadership roles in the The Way.
In professional capacities, David built expertise in USG, private defense contracting, small business ownership, real estate investing, and financial planning as a fiduciary IAR at a family RIA firm. This foundation led to the birth of Petra Wealth Management—a niche firm blending the Fiduciary Oath with evidence-based investment management and comprehensive financial planning to help clients achieve their best possible futures.
David lives in Central Virginia with his wife, and stepson, (and two furry friends) enjoying life with bible fellowships, family, and hobbies like astronomy, biblical research, longevity studies, and fitness. He has three adult children and one granddaughter and stays active in ministry and community events, often traveling to meet clients and friends across the U.S.
As President of Petra Wealth Management, David serves clients in states from coast to coast, focusing on wealth accumulation, customized retirement plans, and 401(k) and employer-plan strategies for pre-retirees, families, and individuals. Drawing on his business and investing acumen, entrepreneurial background, elite partners and situational awareness of markets, he is passionate about empowering his clients with tailored solutions to give them enduring financial and life success.
“You are where you are today, because of your believing. Tomorrow, you will be where your believing takes you.”
Elevating Your Future
Serving US citizens nationwide, we specialize in helping retirees, pre-retirees, medical professionals, pilots and diligent savers nationwide. With virtual tools and a personalized approach, we make fiduciary investment management and financial planning available—wherever you call home. Check and see how we can Elevate your Future.
