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. Management Relationships - This is our business.
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. Management Relationships - This is our business.
Services
You are encouraged to research our firm and our advisors directly on the SEC's search website. We also encourage you to research your existing investment manager. If that person or firm is a broker and not a fee-only fiduciary, they may be found on FINRA's broker check website. Our firm's Regulatory Disclosure Brochure (ADV Part 2) may be found here.
Reviews (4)
Rebecca Mahanes
May 20, 2021
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John makes me feel very comfortable working with him. He does a great job sitting down and finding out what your finacial goals are whether retirement, investment or otherwise. He takes a personal approach and is not pushy or over the top. Since he is a fuduciary he only makes money when you make money which lets you know he has your best interest in mind and is not just trying to sell you something just to make money.
Benjamin Manley
Oct 25, 2020
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My wife and I were on the search for an unbiased financial advisor about a year ago, and I'm SO glad we found Lynchburg Wealth Management!
Here's what I love about working with John:
* He's highly organized
* He cares about creating a great customer experience
* He's an unbiased fiduciary, so he isn't selling you a product
* His pricing model is VERY reasonable and isn't a conflict of interest
* He geeks out about all financial stuff so I don't have to
* He gets both the math and psychology of money management
* He proactively checks in on me, my family, and my goals
I can't say enough
Here's what I love about working with John:
* He's highly organized
* He cares about creating a great customer experience
* He's an unbiased fiduciary, so he isn't selling you a product
* His pricing model is VERY reasonable and isn't a conflict of interest
* He geeks out about all financial stuff so I don't have to
* He gets both the math and psychology of money management
* He proactively checks in on me, my family, and my goals
I can't say enough
Adrianna Shotyk
Jan 27, 2020
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John created a personalized financial plan for us and explained it in such a way that we feel so much more confident about making financial choices going forward and about the direction we are heading. My husband and I are generally financially literate people and debated using a financial planner to begin with. We are SO glad we decided to go to John. The peace of mind knowing we received solid financial advice and understand our options is priceless. John is very responsive and answered our endless list of questions with patience and wisdom. HIGHLY recommended!
Lisa Smith
Aug 10, 2019
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