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Best Financial Advisors in Lynchburg

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Lynchburg, VALynchburg, VA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Lynchburg, VALynchburg, VA

Website

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: --

3708 Old Forest Rd, Lynchburg, VA 24501
Lynchburg, VA 24501
Instagram
  • 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.

3708 Old Forest Rd, Lynchburg, VA 24501
Lynchburg, VA 24501

InstagramWebsite(434) 233-5248

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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+

302 Washington Avenue, Roanoke, VA 24016
Roanoke, VA 24016
  • Certified Financial Planner (CFP)
  • Financial Planning

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.

302 Washington Avenue, Roanoke, VA 24016
Roanoke, VA 24016

Website(540) 345-3891

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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)

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+

1116 Vista Park Drive Suite A, Forest, VA 24551
Forest, VA 24551
  • 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.

1116 Vista Park Drive Suite A, Forest, VA 24551
Forest, VA 24551

Website(434) 528-0051

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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 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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+

202 Archway Court, Lynchburg, VA 24502
Lynchburg, VA 24502
  • 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.

202 Archway Court, Lynchburg, VA 24502
Lynchburg, VA 24502

Website(434) 239-8810

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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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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+

1563 Crossings Centre Dr Ste 100, Forest, VA 24551
Forest, VA 24551
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Chartered Financial Analyst (CFA)

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.

1563 Crossings Centre Dr Ste 100, Forest, VA 24551
Forest, VA 24551

Website(434) 316-9356

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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)

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+

2709 Brambleton Avenue, Roanoke, VA 24015
Roanoke, VA 24015
  • 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.

2709 Brambleton Avenue, Roanoke, VA 24015
Roanoke, VA 24015

Website(540) 776-3343

Show Number

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)

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+

1315 Second St. SW Suite 102, Roanoke, VA 24016
Roanoke, VA 24016
Instagram
  • 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.

1315 Second St. SW Suite 102, Roanoke, VA 24016
Roanoke, VA 24016

InstagramWebsite(540) 266-3100

Show Number

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)

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+

1971 English Tavern Rd, Lynchburg, VA 24501
Lynchburg, VA 24501
  • 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.

1971 English Tavern Rd, Lynchburg, VA 24501
Lynchburg, VA 24501

Website(434) 266-1214

Show Number

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)

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+

1511 Enterprise Drive, Lynchburg, VA 24502
Lynchburg, VA 24502
  • 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.

1511 Enterprise Drive, Lynchburg, VA 24502
Lynchburg, VA 24502

Website(434) 515-0380

Show Number

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)

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+

3071 Fort Avenue, Lynchburg, VA 24501
Lynchburg, VA 24501
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Wealth Management

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.

3071 Fort Avenue, Lynchburg, VA 24501
Lynchburg, VA 24501

Website(434) 528-4645

Show Number

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)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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