Loper Financial - Wealth Management and Retirement Planning for the Lynchburg Region and Smith Mountain Lake

Lynchburg, Virginia

★ 5.0 (5 reviews)
Call (434) 214-0078 Visit website →

About

Loper Financial is an independent wealth management firm in Lynchburg, Virginia, serving individuals and families in the region and Smith Mountain Lake area. The firm offers financial planning, investment management, and insurance analysis, with particular expertise in insurance and retirement planning strategies. Led by owner Abe, a Certified Plan Fiduciary Advisor trained through Columbia University's Holistic Financial Coaching program, the firm operates under a fiduciary standard and partners with local CPAs and attorneys. The team includes financial advisors with backgrounds from Edward Jones and Wells Fargo, supported by an extended network through Blue Ridge Financial Partners and brokered by Equitable Advisors and LPL Financial.

Specialties

Insurance Planning

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-6:30PM, Tuesday: 8AM-6:30PM, Wednesday: 8AM-6:30PM, Thursday: 8AM-6:30PM, Friday: 8AM-6:30PM, Saturday: Closed
SEC registered
No

Other advisors in Lynchburg

Mountain View Wealth Management LLC

★5.0(8)

Arlington, Virginia

Investment Management Wealth Management

Mountain View Wealth Management LLC is a financial planning and investment management firm based in Arlington, Virginia, serving individuals and small business clients. Operating as a fiduciary, the firm develops customized investment strategies and retirement planning services designed to align with each client's specific goals and risk tolerance. The firm charges fee-based compensation and emphasizes tax-efficient investment approaches and below-market fee structures.

View details
0 selected
Compare →