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Ford Mays Wealth Management

(1)

“If you need Financial assistance Call them..”

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We, at Ford Mays Wealth Management, love and appreciate our Greater Lynchburg community and the people that make it such a great place to live, work, and raise a family. One of the hallmarks of a great community are the organizations that work every day to make a difference in the lives of those who need a hand up the most. We are proud to have supported the following 28 organizations in the last couple of years:nnAwareness GardennBedford Area Education FoundationnBower CenternBoys & Girls ClubnCASAnCentra FoundationnFirst Presbyterian ChurchnFreedom 4/24nForest Lions ClubnHeritage Baptist ChurchnLiberty UniversitynLiberty University AthleticsnLynchburg Daily BreadnLynchburg Exchange ClubnLynchburg GrowsnLynchburg Humane SocietynLynchburg Morning RotarynMaroon CrushnMeals on WheelsnMiller Home for GirlsnMustaches 4 KidsnNew Vistas SchoolnParkview Community MissionnRotary Club of ForestnRustburg High SchoolnTopper Touchdown ClubnUniversity of VirginianYMCA of Central Virginia...

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Montvue Capital Management

(1)

“They seem like a little family too, since they speak well of each other, including of former employees.”

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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.”

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James River Investment Strategies

(1)

“Gerald De Witt does an awesome Job.”

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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.”

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Depaul Wealth Management

(3)

“Christian is very outgoing and knowledgeable, he will make sure your investments are sound with integrity.”

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The 24 firms listed for Lynchburg, VA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Lynchburg, VA

Of the 24 firms we list here, 13 are in Lynchburg itself and 11 come from towns including Roanoke (4, 43 mi), Forest (3, 5 mi) and Bedford (1, 19 mi). 15 of the firms on this page have a rating, from 4.0 to 5.0 across 182 reviews; 13 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (4), wealth management (3) and retirement planning (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 23 publish a contact page; 20 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Lynchburg offer a free first meeting?

2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Legacy Wealth Management Group

(2)

“Would highly recommend this group for your financial needs.”

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Vision Financial Group

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

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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.”

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LPL Financial

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Servus Capital Management

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Wood Creek Capital Advisors

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HSC Wealth Advisors

(5)

“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.”

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Scruggs, Rick - Financial Designs

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Investment Leadership

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Valley View Consulting

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R L Lovelace & Associates

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Dabareiner Wealth Management Group

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Upward Financial Planning

(30)

Future
Retirement
Tax

“Daniel made the entire process easy and painless, provided us with expert guidance, fully explained all of our options, and has been a true partner and steward of our portfolio.”

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Lohr & Company

(38)

Mind
Questions
Retirement

“Greg not only covered us through that transition but patiently taught us and managed a plan that has allowed us to retire with a confidence beyond our own dreams.”

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Martin Wealth Solutions

(37)

Fiduciary
Retirement
Team

“I'm only 4 or 5 years away from retirement and MWS helped us move our fragile nest egg to a better place (with lower fees) during very tumultuous times across all markets.”

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360 Wealth Consulting

(26)

Information
Dave Ramsey
Taxes

“After spending a good deal of time discussing my concerns, seeing how Michael and Jeremy respond to client issues and being impressed with their approach, I moved not only my personal accounts over to them, but also the responsibility for managing my...”

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American Financial Planning

(3)

“Maynard also helped our daughter prepare for college by recommending guidelines to maximize her access to college funds, completing her FASFA and discussing career opportunities that would fit her special gifts and talents.”

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Average Cost	$3399
Minimum cost	$1133
Maximum cost	$9630
Avg Per Hour Rates	$340

Best Financial Advisors in Lynchburg, VA

Ford Mays Wealth Management

Montvue Capital Management

Botj Investment Services

James River Investment Strategies

Lynchburg Wealth Management

Depaul Wealth Management

Area overview: Lynchburg, VA

Legacy Wealth Management Group

Vision Financial Group

McCray Financial Group

The Caylor Group

LPL Financial

Servus Capital Management

Wood Creek Capital Advisors

HSC Wealth Advisors

Scruggs, Rick - Financial Designs

Investment Leadership

Valley View Consulting

R L Lovelace & Associates

Dabareiner Wealth Management Group

Upward Financial Planning

Lohr & Company

Martin Wealth Solutions

360 Wealth Consulting

American Financial Planning

Retirement Planning and Investment Management Services in Lynchburg, VA Cost Estimates

Why these companies made our list

More Financial Advisors in Virginia

Popular in Lynchburg