More than financial planning.
More than financial planning.
Financial confidence.™
More than
financial planning.
Financial confidence.™
Why Lynchburg Wealth Management?
Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
Lynchburg Wealth Management, LLC, is a fee-only fiduciary financial advisor. What is a fiduciary? A fiduciary is an advisor who has a moral and legal obligation to act in utmost good faith and provide services that are in the best interests of its clients. It is this standard of care that is the backbone of all that we do.
Why Lynchburg Wealth Management?
Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
Lynchburg Wealth Management, LLC, is a fee-only fiduciary financial advisor. What is a fiduciary? A fiduciary is an advisor who has a moral and legal obligation to act in utmost good faith and provide services that are in the best interests of its clients. It is this standard of care that is the backbone of all that we do.
Our Services
Help me manage my finances so I can enjoy my life
Management Relationships – This is our business. After thorough financial planning discussions, we take on management responsibility for your investment accounts, provide ongoing financial planning services, and work with you and your family through the years to help you achieve your financial goals.
Our fee is based on assets under management, at 1% on first $1MM, 0.5% after.
Give me the guidance I need to chart a course in the right direction
Financial Planning – Founded by a CFP® Professional, we understand the intricacies of proper financial planning. We get to know you, study your life and your finances, and develop recommended plans of action for your personal finances. These engagements often turn into ongoing management relationships.
Our base planning fee is $1,250 and increases with complexity at our hourly rate of $250.
Tell me if I’m on the right track
Financial Checkups – Much like a doctor’s annual physical, we work with you to identify possible trouble areas and suggest further actions. This planning session is limited in scope, but is an affordable option for those first dipping their toe in the water of truly professional, unbiased financial advice.
Our fee is $1,000 per engagement.
Give my employees/members the gift of unbiased, expert personal finance advice
Employer-Sponsored Financial Wellness Presentations – In our opinion, there’s no better way to show your employees that you care about their financial future than to provide them professional financial advice given by someone not there to sell them product or steer them in a certain pre-defined direction. That’s what our financial wellness presentations offer. We come to your business to give instructional personal finance presentations on areas such as debt management, savings, investing, and planning for retirement. After group sessions, some employers choose the added benefit of brief personal consultations available to each employee, typically in fifteen minute increments, to allow personal questions to be asked and answered.
Billed at our hourly rate of $250 and paid for by the employer.
Our Services
Help me manage my finances so I can enjoy my life
Management Relationships – This is our business. After thorough financial planning discussions, we take on management responsibility for your investment accounts, provide ongoing financial planning services, and work with you and your family through the years to help you achieve your financial goals.
Our fee is based on assets under management, at 1% on first $1MM, 0.5% after.
Give me the guidance I need to chart a course in the right direction
Financial Planning – Founded by a CFP® Professional, we understand the intricacies of proper financial planning. We get to know you, study your life and your finances, and develop recommended plans of action for your personal finances. These engagements often turn into ongoing management relationships.
Our base planning fee is $1,250 and increases with complexity at our hourly rate of $250.
Tell me if I’m on the right track
Financial Checkups – Much like a doctor’s annual physical, we work with you to identify possible trouble areas and suggest further actions. This planning session is limited in scope, but is an affordable option for those first dipping their toe in the water of truly professional, unbiased financial advice.
Our fee is $1,00 per engagement.
Give my employees/members the gift of unbiased, expert personal finance advice
Employer-Sponsored Financial Wellness Presentations – In our opinion, there’s no better way to show your employees that you care about their financial future than to provide them professional financial advice given by someone not there to sell them product or steer them in a certain pre-defined direction. That’s what our financial wellness presentations offer. We come to your business to give instructional personal finance presentations on areas such as debt management, savings, investing, and planning for retirement. After group sessions, some employers choose the added benefit of brief personal consultations available to each employee, typically in fifteen minute increments, to allow personal questions to be asked and answered.
Billed at our hourly rate and paid for by the employer.
For complete details of our services and pricing, please see our firm’s ADV-Part 2 Brochure.
Leadership
John N. Hall, CFP®
Founder, President, Lynchburg Wealth Management, LLC
John N. Hall, CFP® is President of Lynchburg Wealth Management, LLC. John is a CERTIFIED FINANCIAL PLANNER™ professional. He has been providing financial planning and investment management services since 2012. Prior to Lynchburg Wealth Management, John served as Portfolio Manager at MontVue Capital Management.
Leadership
John N. Hall, CFP®
Founder, President, Lynchburg Wealth Management, LLC
John N. Hall, CFP® is President of Lynchburg Wealth Management, LLC. John is a CERTIFIED FINANCIAL PLANNER™ professional. He has been providing financial planning and investment management services since 2012. Prior to Lynchburg Wealth Management, John served as Portfolio Manager at MontVue Capital Management.
Contact Us
We would be honored to discuss your financial future.
Lynchburg Wealth Management
John Hall, CFP®
Founder & President
1511 Enterprise Drive, Second Floor
Lynchburg, VA 24502
(434) 515-0380
information@lynchburgwealth.com
john@lynchburgwealth.com
