Sidney Reese Smith

Philip Swann Jr. is the principal advisor at Well-Planned Financial LLC in Staunton, VA, holding Series 63 and Series 65 registrations with 10 years of industry experience. Prior to founding Well-Planned Financial in 2019, he worked at Providence Asset Management, Cetera Advisor Networks, and The Henderson Group. Before entering finance, he spent over three decades at Swann Construction, Inc. Well-Planned Financial serves individuals and high-net-worth clients by providing tailored investment management and comprehensive financial planning services. The firm’s approach emphasizes passive management and diversified model portfolios, managing most assets on a non-discretionary basis and utilizing third-party managers or sub-advisors.

Gregory Harris is the sole advisor at Klaren Capital, an independent firm based in Waynesboro, VA. He holds a Series 66 designation and has 20 years of industry experience, including 17 years with Klaren Capital. Klaren Capital provides financial planning and portfolio management services to individuals as well as institutional and non-profit clients, including pension and profit-sharing plans, trusts, and foundations. The firm employs proprietary quantitative risk-management models and a long-term market-timing approach, utilizing exchange-traded funds alongside other investment vehicles to manage risk and achieve client objectives.

Timothy Armstrong is the sole advisor at Armstrong Financial, Inc. in Crozet, VA, holding Series 63 and Series 65 credentials with 20 years of industry experience. His career includes roles at FirstWave Financial and LPL Financial LLC. Armstrong Financial provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management, portfolio consulting, and financial planning. The firm’s approach combines passive investment vehicles with active strategies such as option-writing, utilizing fundamental and technical analysis alongside modern portfolio theory.

Our process will clarify your financial picture and help you understand what’s possible. We’ll provide expert advice and ongoing support for aligning your time and money with your values. We believe in taking a simple, disciplined approach that minimizes fees, taxes, emotional biases, and conflicts of interest. What sets Oakleigh apart? -We take a holistic approach to your well-being. What does it matter if you have climbed the ladder, saved money on taxes, and made better investment decisions if you haven't answered the deeper questions of "why" and "for what purpose?" - We are retirement income specialists. Navigating the transition to retirement requires a different set of skills than what got you here. - We are tax planning experts. While you were working, you likely had very little control over the taxes you owed, but this changes in retirement when you have multiple sources of income and more control over the timing and amount of taxes you pay. - We are fiduciaries. We are held to a higher standard than many advisors or financial salespeople affiliated with banks, brokerages, or insurance companies. As an independent investment advisor, we only answer to our clients. - We are flat-fee-only. "Fee-only" means that we're paid directly by our clients with no hidden commissions or kickbacks for selling certain products. We also charge a flat fee, not a percentage of your assets under management. Managing a $3 million portfolio is no more difficult for us than one that's $1 million. So why should you pay three times as much? - We know Social Security and healthcare. We'll help you decide when to take Social Security and can help you navigate Medicare and how to plan for health and long-term care. Contact us for a free consultation. Whether or not we are the right advisor for you, I would love to learn about your situation and help you find a skilled advisor who is committed to the same values of integrity, transparency, and expertise.

John Mumper is a financial advisor at Patina Wealth in Crozet, VA, holding a Series 65 credential with eight years of industry experience. He worked at Xenith Bank for seven years before joining Patina Wealth in 2018. Patina Wealth serves individuals, pension and profit-sharing plans, businesses, and charitable organizations, providing comprehensive financial planning, portfolio management, and investment consultation. The firm emphasizes a long-term, buy-and-hold investment strategy with customized portfolios tailored to clients’ objectives and risk tolerance.

Samuel Harris is a Series 65-licensed financial advisor with 10 years of industry experience, currently practicing at Patina Wealth in Crozet, VA. He has been with Patina Wealth and its predecessor entity since 2016. Patina Wealth provides advisory services to individuals, pension and profit-sharing plans, businesses, and charitable organizations, focusing on comprehensive financial planning and portfolio management. The firm employs a long-term, buy-and-hold investment approach, utilizing mutual funds, ETFs, and selected individual securities, with customized portfolios tailored to clients' objectives and risk tolerance.