Top financial advisors in Lynchburg, VA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Lynchburg, VA when you're navigating complex housing decisions influenced by local income levels and federal employment trends. Without a deep understanding of these regional factors, advisors may overlook key opportunities or risks tied to your housing and investment plans.
- Local market insight. Confirm how they incorporate Lynchburg's unique housing dynamics into your financial plan.
- Income and employment factors. Ask how they adjust strategies based on federal workforce trends affecting your area.
- Integrated planning approach. Look for advisors who connect housing decisions with your broader financial goals, not just isolated property advice.
- Experience relevance. Inquire about their track record working with clients facing similar regional economic conditions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joshua R
Series 66
Lynchburg, VA
Edward Jones
Joshua Rockey offers wealth management services in Lynchburg, VA, with 14 years of industry experience and a Series 66 designation, making him well-equipped to address local financial complexities. Affiliated with Edward Jones, a large firm serving over four million clients, he provides a range of investment strategies and charges up to 1.35% annually, which may suit clients seeking comprehensive wealth planning with multi-generational and tax-loss harvesting expertise.
Experience: 14 years
Avg account: $246,728
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Jeffrey H
ChFC®, Series 63, Series 65
Lynchburg, VA
StoneX Advisors Inc.
Jeffrey Helgeson brings 35 years of experience in Lynchburg, VA, offering financial consulting with flat-fee and hourly options, which can suit clients navigating local housing and employment trends. His firm, StoneX Advisors Inc., supports diverse clients with tailored portfolio management and model-based solutions, and his background as a finance professor adds depth to his independent, seasoned advisory approach.
Experience: 35 years
Avg account: $501,072
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Beth T
Series 63, Series 66
Lynchburg, VA
Truist Advisory Services
Beth Tanner's 23 years of experience and Series 63 and 66 licenses equip her to navigate Lynchburg's housing and employment trends effectively, especially through retirement income strategies and active portfolio management. Working with Truist Advisory Services, a large SEC-registered firm, she offers both discretionary and non-discretionary investment solutions with a 2.25% AUM fee, distinguishing her with broad institutional support and diverse client services.
Experience: 23 years
Avg account: $560,278
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Shelli R
Series 65, Series 63
Lynchburg, VA
Royal Fund Management, LLC
Shelli Richardson's 19 years of experience and expertise in real estate investing and retirement plans for business owners make her well-equipped to address Lynchburg's unique housing and employment factors. Her firm, Royal Fund Management, offers flat-fee financial planning and employs analytical approaches including options strategies, serving a diverse client base from individuals to corporations, which distinguishes her from other local advisors.
Experience: 19 years
Avg account: $310,894
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Joshua C
Series 66
Lynchburg, VA
Raymond James Financial
Joshua Crouse offers financial planning in Lynchburg, VA, with a focus on general retirement, business succession, and cash flow management, which can help address local housing and income considerations. Affiliated with Raymond James Financial, a large firm serving diverse clients, he provides flat-fee and hourly services, leveraging his Series 66 designation and prior experience at major financial institutions.
Experience: 1 year
Avg account: $700,796
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