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.
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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.
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