Lynchburg, VA Office

Team
Updated today

Client AUM

$7,692,616,588

Clients

10,696

Advisors

3

Of 169 advisors across 86 offices

Location

424 Graves Mill Road, Ste. 200 D

Lynchburg VA 24502

Advisors at this office

3

Advisors at this office

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Thomas R

Series 66

Lynchburg, VA

Wealthcare Advisory Partners LLC

Thomas Richards is a financial advisor with Wealthcare Advisory Partners LLC in Lynchburg, VA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Richards also engages in insurance sales as a non-investment related activity. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning process supported by proprietary software and an evidence-based investment framework.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mark M

CFP®, Series 63, Series 65

Lynchburg, VA

Wealthcare Advisory Partners LLC

Mark Miller is a CFP®-certified financial advisor with 47 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he manages a feeder calf operation on weekends and evenings. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, employing a goals-based planning approach combined with an evidence-based investment framework.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Paul P

ChFC®

Lynchburg, VA

Wealthcare Advisory Partners LLC

Paul Pittman is a ChFC® credentialed financial advisor at Wealthcare Advisory Partners LLC with one year of industry experience. His prior work includes roles at Advisornet Wealth Partners, Raedan Group, Synergistics International, and a long-standing position at Liberty University. He is also involved in fixed insurance activities. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and behavioral economics, blending passive and active investment strategies alongside quantitative and fundamental analysis.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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