Graves Light Lenhart

Asa Graves VII is a CFA® charterholder with 32 years of industry experience. He is a member of the Graves Light Lenhart team and has worked at Graves Light Private Wealth Management since 2018, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Asa holds a minority ownership stake in a family farm, Smithland Farms, located in Harrisonburg, VA. Graves Light Lenhart provides financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a top-down strategic asset allocation approach with tactical adjustments, utilizing ETFs alongside individual equities and fixed income, while offering both discretionary and non-discretionary portfolio management combined with comprehensive planning services.

Jason Fink is a financial advisor with Graves Light Lenhart in Harrisonburg, VA, holding a Series 65 designation and 12 years of industry experience. He has worked at Graves Light Private Wealth Management since 2019 and Madison Financial Research from 2013 to 2019. He is also affiliated with James Madison University, where he has been employed since 2001. Outside of advisory work, he is a managing member and owner of Madison Financial Research, providing non-investment advisory consulting on an occasional basis. Graves Light Lenhart offers financial planning, consulting, and investment management services to a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs a top-down strategic asset allocation approach with tactical adjustments, combining ETFs as core holdings with individual equities and fixed income as satellite positions, and it emphasizes continuous account monitoring and quarterly internal reviews.

John Light is a financial advisor at Graves Light Lenhart with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he serves as executor and trustee for family trusts and manages a family farm in Virginia. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a top-down investment approach with strategic asset allocation, using ETFs and individual stocks, and integrates portfolio management with comprehensive wealth-planning services.

Ashley Heatwole is a CFP® and CFA® with five years of industry experience. She has worked at Graves-Light Private Wealth Management since 2021 and previously at Shenkman Capital from 2015 to 2020. Heatwole is based in Harrisonburg, VA. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a top-down investment approach with strategic asset allocation, core/satellite implementation using ETFs and individual stocks, and tailored fixed-income allocations.

Jeffrey Lenhart is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Graves Light Private Wealth Management, Inc. since 2018 and previously spent 16 years at Lenhart Pettit, PC (formerly Lenhart Obenshain). Graves Light Lenhart is a team of eight advisors providing financial planning, consulting, and investment management to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a top-down strategic asset allocation framework with tactical adjustments and a core/satellite portfolio construction, using ETFs as the core and individual equities and fixed income as satellites, and manages over $1.23 billion in assets mostly on a discretionary basis.

Nicholas Perrine is a CFP® and Series 65-registered advisor at Graves Light Lenhart with one year of industry experience. He previously worked for 20 years at PBMares, LLP, where he was a partner on the tax side of the accounting and wealth management business and is currently in the partner payout phase. Graves Light Lenhart provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down investment approach with strategic asset allocation, combining ETFs and individual stocks, and manages approximately $1.08 billion predominantly on a discretionary basis.

Asa Graves is a financial advisor with Graves Light Lenhart, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. He has worked at Graves Light Private Wealth Management since 2018 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Graves Light Lenhart serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.08 billion, primarily on a discretionary basis, and employs a top-down investment approach focused on strategic asset allocation, a core/satellite portfolio construction using ETFs and individual stocks, and a preference for higher-quality equities combined with tailored fixed-income strategies.

Ryan Waid is a CFP® professional at Graves Light Lenhart with over 20 years of combined experience in financial services and law. Before joining Graves Light Lenhart in 2026, he worked as an attorney for ten years and held a financial role at Hancock, Daniel & Johnson LLC for 19 years. Graves Light Lenhart provides comprehensive financial planning, consulting, and investment management services to a diverse client base, including individuals, trusts, and institutional entities. The firm employs a top-down strategic asset allocation approach with tactical adjustments, combining core ETF holdings with individualized satellite investments, and manages over $1.23 billion in assets.