Get Listed
Close
Get Listed
 
Laurels

Best Financial Advisors in Lynchburg
2022

We scored 28 Financial Advisors in Lynchburg, VA and Picked the Top 10

Here are the Picks:

7 Grains Planning & Investments

Beacon Wealth

Financial Designs

Ford Mays Wealth Management

HSC Wealth Advisors

IFA Wealth

Integrity Financial Planning, Inc.

Legacy Wealth Management Group

Lynchburg Wealth Management

Roberson Financial Services

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Lynchburg Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 28 20 10

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

7 Grains Planning & Investments

  • Certified Financial Planner (CFP)

7 Grains Planning & Investments caters to clients in Lynchburg. Its wealth management services include budgeting, cash flow accounting, and goal-setting. Its advisors also provide guidance on investment portfolios, along with assistance in asset allocation, investment monitoring, and financial statement analysis. In addition, the firm offers estate planning and trust administration services to ensure that wealth is properly passed on to beneficiaries. Founder and CEO Jeff Boyer is a Certified Financial Planner with more than 10 years of experience.

Click to Call

3708 Old Forest Rd
Lynchburg, VA 24501

Website Instagram

(434) 233-5248 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Beacon Wealth

  • Financial Planning
  • Certified Financial Planner (CFP)

Beacon Wealth provides services to individuals and families in the Lynchburg metro and nearby areas. It assists clients in creating customized wealth protection plans suited to their needs and concerns to help them achieve financial security. The company also creates business continuity plans, which cover financial and operational assessments, customer and employee communication, and data backup and recovery. Its CEO, Rick Laymon, founded the firm in 1997. He received the Certified Kingdom Advisor Award from the Kingdom Advisors Founder Ron Blue in 2004.

Click to Call

302 Washington Avenue
Roanoke, VA 24016

Website

(540) 345-3891 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Financial Designs

  • Financial Planning

Financial Designs is a company serving clients in Lynchburg and the surrounding areas. It was founded in 1983 by Rick Scruggs, whose team strives to focus and advocate on behalf of their clients, which include business owners, professional practitioners, and individual clients. The company's services offered include providing individuals with a risk management strategy, offering group health and disability income insurance programs, and business continuity and retirement planning. It can also assist with drawing up executive benefits and tax-efficient strategies.

Click to Call

1116 Vista Park Drive Suite A
Forest, VA 24551

Website

(434) 528-0051 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Ford Mays Wealth Management

  • Certified Financial Planner (CFP)

Established in 1981, Lynchburg-based Ford Mays Wealth Management is a local and independent firm that builds and executes financial solutions. Its services include financial planning, risk management strategies, wealth management, and retirement income strategies for individuals, families, retirees, and employees of BWX Technologies, Inc., and Framatome. Partner Brian E. Baker has been with the firm since 2010. He holds a Certified Financial Planner designation and is a member of the advisory board of the T5 Group.

Click to Call

202 Archway Court
Lynchburg, VA 24502

Website

(434) 239-8810 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

HSC Wealth Advisors

  • Estate Planning
  • Chartered Financial Analyst (CFA)
  • Investment Management
  • Financial Planning

HSC Wealth Advisors is an independent wealth management firm that caters to clients in and around Lynchburg. It provides a comprehensive array of financial planning services, including tax, retirement, and education planning, insurance analysis, and charitable giving. The firm also assists clients in managing their investments. The firm comprises a team of Certified Financial Planners, certified public accountants, and Certified Kingdom Advisors® with almost eight decades of collective industry experience. The team also works closely with other legal professionals such as tax specialists.

Click to Call

1563 Crossings Centre Dr Ste 100
Forest, VA 24551

Website

(434) 316-9356 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 1% of the assets

IFA Wealth

  • Finance Planning

IFA Wealth is an organization that helps solve financial miseries of clients in Lynchburg. It delivers individual, community, and institutional financial strategies. Its personal services include financial planning, estate planning, retirement planning, investment advice, insurance (life and long-term care), and planning for college. Established by four seasoned financial advisors in 1997, it has developed and grown to include 16 more advisors that carry over 275 years of combined financial service experience. One of the firm's financial advisors, Hal G. Reynolds, is a Certified Financial Planner.

Click to Call

2709 Brambleton Avenue
Roanoke, VA 24015

Website

(540) 776-3343 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Integrity Financial Planning, Inc.

  • Certified Financial Planner (CFP)

Integrity Financial Planning, Inc., is an advisory firm that serves individuals in the Lynchburg area. It provides financial advice in areas such as retirement, income tax, and investment planning, as well as charitable giving. Its independent financial advisors also assist clients in creating personalized plans and addressing matters related to finance, including estate conversion issues, retirement distribution strategies, and risk management. Its president and founder, Brian Bowen, has been in the financial planning field since 1999.

Click to Call

1315 Second St. SW Suite 102
Roanoke, VA 24016

Website Instagram

(540) 266-3100 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Legacy Wealth Management Group

  • Financial Planning

Legacy Wealth Management Group is a financial planning firm located in Lynchburg. It offers a number of services, including financial and estate planning. Its team of advisors creates retirement strategies, and they address concerns regarding investments, annuities, and insurance. Jake Dawson, one of the company's senior partners, established Legacy Wealth Management Group in 2016. The Chartered Retirement Planning Specialist has over a decade of industry experience. His co-senior partner, Josh Stamm, has 15 years of experience and has been a CFP since 2012.

Click to Call

1971 English Tavern Rd
Lynchburg, VA 24501

Website

(434) 266-1214 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lynchburg Wealth Management

  • Certified Financial Planner (CFP)

Lynchburg Wealth Management offers financial planning guidance to clients in the metro. It is a fiduciary financial advising firm that assists individuals and their families in managing finances and relationships. Its advisors recommend action plans in achieving economic goals and preferences. Through financial checkups, they give feedback on whether a person is on the right track. In addition, the advisors work with employers in providing employees with financial wellness presentations. Founder John N. Hall is a CFP who has been of service since 2012.

Click to Call

1511 Enterprise Drive
Lynchburg, VA 24502

Website

(434) 515-0380 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Roberson Financial Services

  • Estate Planning
  • Wealth Management
  • Retirement Planning
  • Tax Planning

Roberson Financial Services is a firm operating in Lynchburg. It offers a wide range of financial services including retirement plans, money management, profit-sharing plans, and tax planning strategies. Its team also helps individuals and families in acquiring life and disability income insurance, along with managing investments for brokerage accounts, variable annuities, and traditional IRA. The firm's owner, Roy A. Roberson, Jr., is a Chartered Life Underwriter and a Chartered Financial Consultant who has been advising clients about asset accumulation strategies since 1992.

Click to Call

3071 Fort Avenue
Lynchburg, VA 24501

Website

(434) 528-4645 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Wrong city? Here are some nearby places:

Other top picks in your area

Search for Financial Advisors near you