Best Financial Advisors in Lynchburg

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.