Salomon & Ludwin

Salomon & Ludwin

Salomon & Ludwin launched in 2009 when Dalal Salomon and Dan Ludwin merged their advisory practices. Salomon had been in the industry since 1984; Ludwin entered in 1995 after studying economics at Ohio State. The firm operates from a single office in Richmond, Virginia, and markets itself to a deliberately limited roster of high-net-worth individuals and families. Jacob Salomon — Dalal’s son — joined the firm as an advisor in 2011 and now serves as Managing Partner and Chief Compliance Officer. The firm delivers financial planning, portfolio management, and wealth-transfer counsel with an in-house investment-strategy function led by CFA charterholder John Harper. The team constructs client portfolios using a proprietary software process that Ludwin describes as applying “common sense and logic when investing.” Asset-class and security-level disclosures are absent from public materials; the firm emphasizes advisor continuity, cash-flow modeling, and tax-aware sequencing over naming specific holdings or funds. The geographic footprint is concentrated in Virginia, though the client base includes families with multi-state interests. Eleven professionals compose the team, including a dedicated operations director and three senior client-relationship associates. Adjacent vehicles — such as a philanthropic foundation or a directed trust company — are not disclosed. In May 2024, the firm’s website listed eight credentialed advisors spanning the CFP, CFA, CPWA, and CEPA designations, unchanged from the prior year, signaling deliberate headcount management consistent with the limited-clientele model. The firm’s structural differentiator is its stated refusal to delegate portfolio management to third parties. Every advisor participates in analyzing each client’s situation, and the team operates with a single-voice investment committee. This architecture rejects the typical RIA playbook of scaling through junior advisors and external strategists, instead betting that a concentrated, senior team can maintain fiduciary alignment as wealth transfers across generations.