Find a Financial Advisor in Lynchburg, VA

 

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We did the hard work of finding trustworthy partners in Lynchburg, VA.

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We Only Work With The Best Lynchburg Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Lynchburg, VA


  • Financial Advisor Close to Lynchburg, VA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Lynchburg, VA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Lynchburg, VA

We evaluated over 13,000 RIA firms to bring you the best of the best Lynchburg financial advisors.
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How Retirement-Friendly is Lynchburg, VA?

  • Population: 80,569
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $161,700
  • Average Monthly Housing Cost: $856
  • Average Household Income: $63,882
  • Virginia Total Tax Burden: 7.86% (14th Lowest in U.S.)
  • Virginia Property Tax: 2.93% (22nd Highest in U.S.)
  • Virginia Individual Income Tax: 2.87% (11th Highest in U.S.)
  • Virginia Sales and Excise Tax: 2.06% (6th Lowest in U.S.)



The Top Financial Advisor Firms in Lynchburg, VA

 

PETTYJOHN, WOOD & WHITE, INC.

Website

(434) 845-1266

1925 Atherholt Road

Lynchburg, VA 24501

SEC#: 801-13803
Years in Business: 43 years

MONTVUE CAPITAL MANAGEMENT, INC.

Website

(434) 455-2795

900 Main Street

Lynchburg, VA 24504

SEC#: 801-101504
Years in Business: 6 years

SELECTIVE WEALTH MANAGEMENT, INC.

Website

(434) 515-1517

828 Main St
Suite 1101
Lynchburg, VA 24504

SEC#: 801-108568
Years in Business: 4 years

YORKTOWN MANAGEMENT AND RESEARCH CO INC

Website

(434) 846-1361

2303 Yorktown Ave

Lynchburg, VA 24501

SEC#: 801-23441
Years in Business: 36 years

FLIPPIN BRUCE & PORTER INC

Website

(434) 845-4900

800 Main Street
2nd Floor
Lynchburg, VA 24504

SEC#: 801-24187
Years in Business: 36 years

SOWELL FINANCIAL SERVICES, LLC

Website

(434) 386-8005

119 Tradewynd Drive, Suite B

Lynchburg, VA 24502

SEC#: 801-63991
Years in Business: 16 years

HARBOR FINANCIAL SERVICES, LLC

Website

(941) 366-7504

1305 Langhorne Road

Lynchburg, VA 24503

SEC#: 801-65811
Years in Business: 15 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(434) 439-2819

424 Graves Mill Road
Suite 200D
Lynchburg, VA 24502

SEC#: 801-80067
Years in Business: 7 years

CAPFINANCIAL PARTNERS, LLC

Website

(434) 847-0248

925 Main St
Suite 200
Lynchburg, VA 24504

SEC#: 801-62193
Years in Business: 18 years

 


Lynchburg, VA Financial Advisor FAQs

We all need someone to guide us through our financial lives. It's not enough to see a tax notice or quarterly statement these days because of how complex taxes and accounts have become.
Services that financial advisors provide include investment advice, retirement planning and portfolio management. Financial advisors also work with their clients to help them save and spend in a way that supports their unique goals and needs.
It is important to choose a person that has a history of success in the financial industry. Start by contacting your friends and family to get recommendations from people they know and trust.
Financial advisors are usually compensated by asset-based fees, where they get a cut of the assets under management. Some financial advisiors also receive commission when products such as stocks and mutual funds are sold to their clients.