4 advisors with offices in Lynchburg. Credentials, fee structures, and minimums are disclosed on each listing.
Lynchburg, Virginia
Insurance-Based
Andrew G. Blanks, Investment Adviser Representative - Eagle Strategies is an insurance-based firm in Lynchburg, Virginia. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsLynchburg, Virginia
Insurance-Based
Christopher Mccown, Agent - New York Life is an insurance-based firm in Lynchburg, Virginia. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsLynchburg, Virginia
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.
View detailsLynchburg, Virginia
Servus Capital Management is an investment advisory firm in Lynchburg, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.
View detailsAdvisors serving Lynchburg specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Virginia's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.