Lynchburg, VA

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Lynchburg, VA
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Best Financial Advisors in Lynchburg, VA

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Lynchburg area.

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Ford Mays Wealth Management

Ford Mays Wealth Management

(1)
Risk Management Strategies, Financial Planning, Wealth Management
“If you need Financial assistance Call them..”
Licensed, BBB Rating: A+
In Business Since 2012
202 Archway Ct, Lynchburg, VA
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Montvue Capital Management

Montvue Capital Management

(1)
Businesses and Retirement Plans, Endowments
“They seem like a little family too, since they speak well of each other, including of former employees.”
Licensed, BBB Rating: A+
In Business Since 2003
Transparent Fees & Pricing
900 Main St, Lynchburg, VA
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Botj Investment Services

Botj Investment Services

(1)
“He took the time that was needed to make sure I was taken care of, while showing me the best ways of handling my money.”
Licensed, BBB Rating: A+
In Business Since 2002
Accepts All Major Credit Cards
828 Main St 17th Floor, Lynchburg, VA
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James River Investment Strategies

James River Investment Strategies

(1)
Videos, Calculators, Articles
“Gerald De Witt does an awesome Job.”
Accepts All Major Credit Cards
In Business Since 2024
101 Duncraig Dr UNIT 110, Lynchburg, VA
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Lynchburg Wealth Management

Lynchburg Wealth Management

(4)
“Since he is a fuduciary he only makes money when you make money which lets you know he has your best interest in mind and is not just trying to sell you something just to make money.”
In Business Since 2016
1511 Enterprise Dr F2, Lynchburg, VA
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Depaul Wealth Management

Depaul Wealth Management

(3)
“Christian is very outgoing and knowledgeable, he will make sure your investments are sound with integrity.”
Licensed
In Business Since 2015
3728 Old Forest Rd, Lynchburg, VA
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Legacy Wealth Management Group

Legacy Wealth Management Group

(2)
Access Black Diamond, Access Your Account, Tell A Friend
“Would highly recommend this group for your financial needs.”
In Business Since 2017
1971 English Tavern Rd, Lynchburg, VA
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Shelton & Company, Cpas

Shelton & Company, Cpas

“Thank you for visiting our website. Our internet address says it all. We specialize in providing the highest quality accounting, tax and consulting services to the construction industry. Our goal is to create a lasting working relationship with you...”
Accepts All Major Credit Cards
In Business Since 2005
Transparent Fees & Pricing
3316 Naval Reserve St, Lynchburg, VA
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Century 21 All-Service

Century 21 All-Service

(3)
“Kelly Perdieu is absolutely fantastic and helped us every step of the way as we were purchasing our new home .”
In Business Since 1998
20886 Timberlake Rd, Lynchburg, VA
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Davidson Doyle & Hilton

Davidson Doyle & Hilton

(3)
“I appreciate that they are familiar with accounting rules in California even though they are located in Virginia.”
In Business Since 2000
916 Main St #100, Lynchburg, VA
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Vision Financial Group

Vision Financial Group

Smartvestor Pro, Services
In Business Since 2014
1033 Claymont Dr Suite D, Lynchburg, VA
FAQs
Why should I have a financial advisor?
Because you are unique, and so is your financial situation. Only an advisor can get to know you on a personal level and get your money working toward your unique financial goals.
How is Vision Financial Group compensated?
Compensation depends on your financial situation, the level of service you desire, and the type of accounts you have. You and your advisor will work together to choose the option that is best for you.
What is the process of becoming a client?
Initial phone conversation Complimentary first meeting Upon mutual agreement to work together, your advisor will work with you to develop and implement your financial plan.
Does Vision Financial Group have a minimum investment amount?
Regardless of your financial situation, Vision Financial Group has an advisor for you. While some advisors require a minimum investment, others may simply earn a commission or require a financial planning fee for service below a certain level. To be connected with the best advisor for you, please contact us and include a brief summary of your situation.
What can you expect as a client?
You and your advisor will discuss your needs and determine the level of service you would like, including the frequency and content of your reviews. As your situation changes, your needs and goals will change as well. Your advisor will be there to re-evaluate and adjust your plan along the way.
We do have more answers on the FAQ page on our website.
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McCray Financial Group

McCray Financial Group

Business Owners, Individual and Families, Retirement Plans
“We can help you obtain your financial goals no matter where you are in your retirement journey. With over 28 years of experience in helping clients navigate retirement, we've seen all types of economic cycles and market fluctuations across the financ...”
In Business Since 2022
107 Tradewynd Dr # B, Lynchburg, VA
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Finteam Business Consulting

Finteam Business Consulting

(2)
“They clearly explained what story my numbers told and taught us how to read them.”
In Business Since 2019
Lynchburg, VA
Featured

We work with small and mid-size companies and sole-proprietorships. In many organizations, the corporate finance team is often understaffed, unfortunately. This leads to frustrated and underserved business partners.

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Wilkes Tax & Bookkeeping

Wilkes Tax & Bookkeeping

(1)
“Very dependable and easy to work with.”
2600 Memorial Ave, Lynchburg, VA
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The Caylor Group

The Caylor Group

(1)
“There are photos that go along with my dad's life story and paints a picture that will be forever cherished.”
117A Tradewynd Dr, Lynchburg, VA
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LPL Financial

LPL Financial

“Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avo...”
In Business Since 2015
1022 Commerce St #2d, Lynchburg, VA
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Servus Capital Management

Servus Capital Management

“As a Financial Advisor our goal is: Helping you achieve the purpose and plan for your life, through financial planning and portfolio management. Contact us for a free review. Founded by Allan Malina in 2009, Servus Capital Management (SCM) is a Regis...”
In Business Since 2009
1922 Graves Mill Rd, Lynchburg, VA
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Wood Creek Capital Advisors

Wood Creek Capital Advisors

“At Wood Creek Capital Advisors, we know that one of the biggest decisions one has to make is choosing the right financial advisor. Being community oriented, we offer our clients a level of personalization and communication to ensure our clients feel ...”
In Business Since 2020
101 Duncraig Dr UNIT 106, Lynchburg, VA
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Benchmark Accounting

Benchmark Accounting

“ACTIVE FRAUD ALERT Scammers are sending fictitious text messages claiming to be Benchmark. We will NEVER text you and ask you to click on a link and provide your banking credentials. Please be vigilant against all phishing attempts by text, phone, or...”
Transparent Fees & Pricing
In Business Since 2016
110 Duncraig Dr, Lynchburg, VA
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Miller & Associates

Miller & Associates

(1)
“Being a new client Mr Miller took the time to personally go over my tax history.”
Licensed, BBB Rating: A+
In Business Since 1992
Transparent Fees & Pricing
Offers Financing Options
Serving Lynchburg Area
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HSC Wealth Advisors

HSC Wealth Advisors

(5)
Charitable Giving, Retirement Planning, Financial Planning
“Money is a part of that, and they diligently do their part to ensure my finances are in order, but I also appreciate how they understand that money serves life and life is not just about having money.”
In Business Since 2013
Serving Lynchburg Area
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Scruggs, Rick - Financial Designs

Scruggs, Rick - Financial Designs

“Closely-held businesses come with multiple opportunities and challenges. Our suite of services includes business continuity planning, retirement planning, executive benefits, tax efficient strategies and individual financial planning for owners and e...”
Family Business
In Business Since 1997
Serving Lynchburg Area
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Investment Leadership

Investment Leadership

“At Investment Leadership, LLC, we believe that defining the “it” of this question is a crucial step in developing an investment plan. In many instances, the “it” has never been quantitatively defined. Whether you want to have sufficient funds stashed...”
In Business Since 2006
Serving Lynchburg Area
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Valley View Consulting

Valley View Consulting

“Valley View Consulting, L.L.C. provides investment management and consulting services to assist our clients in achieving their investment objectives. We provide dedicated service to each client, build each relationship, and ensure that the resulting ...”
In Business Since 2014
Serving Lynchburg Area
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Retirement Planning and Investment Management Services in Lynchburg, VA Cost Estimates

Minimum cost
$1133
Maximum cost
$9630
National Average
$3399
Avg Per Hour Rates
$340
$2266
$6231
Average price range is based on 262 cost profiles
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Average Cost $3399
Minimum cost $1133
Maximum cost $9630
Avg Per Hour Rates $340

Average range $2266 to $6231 is based on 262 cost profiles.

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