Business Details
14 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Lynchburg Wealth Management, we prioritize understanding your unique financial needs, family dynamics, and life goals to create tailored strategies that foster confidence and long-term success. As a fee-only fiduciary, we are legally and ethically bound to act in your best interests, ensuring transparency and trust in every recommendation. Our services span comprehensive financial planning, investment management, and employer-sponsored financial wellness programs, designed to address both individual and organizational needs. Founded by a CERTIFIED FINANCIAL PLANNER professional with over a decade of experience, our firm combines deep expertise with a personalized approach to help clients navigate complex financial decisions.We pride ourselves on maintaining the highest standards of care, as reflected in our commitment to ongoing education, regulatory compliance, and client-centered service. Whether you seek ongoing management of your assets, a one-time financial checkup, or workplace financial education, our team delivers actionable insights grounded in proven methodologies and industry best practices.
Services
Investment Management
Financial Planning
Financial Checkups
Employer Wellness Programs
Retirement Planning
Details
- Year established: 2012
Highlights and features
- We operate as a fiduciary, legally obligated to act in your best interests.
- Our founder is a CERTIFIED FINANCIAL PLANNER with over 12 years of experience.
- Transparent fee structure with no hidden costs or product sales incentives.
- Customized financial strategies tailored to individual client circumstances.
- Employer-sponsored financial wellness programs enhance workplace financial literacy.
Associations and certifications
- CFP Board
- SEC Registered Investment Adviser
What people say
Transparent fee structure
Personalized approach
Expertise of CFP professionals
Employer wellness programs
Services
Management Relationships
We provide ongoing management of investment accounts and comprehensive financial planning. Our team works closely with clients to adapt strategies as life circumstances evolve, ensuring sustained progress toward long-term goals. This service is ideal for clients seeking continuous professional oversight of their financial affairs.
Financial Planning
Our CFP professionals develop customized financial plans based on individual client needs and life situations. The process includes in-depth analysis of current financial status, goal setting, and implementation of actionable strategies. This service addresses retirement planning, tax optimization, and risk management for long-term stability.
Financial Checkups
These focused sessions assess clients' current financial status and identify potential issues. Designed for those new to professional financial advice, checkups provide actionable recommendations for improvement within a limited scope engagement at an accessible price point.
Employer Wellness Presentations
We deliver customized financial literacy programs to businesses, covering topics like debt management, retirement planning, and investment basics. Optional individual consultations allow employees to address personal financial questions with our experts, enhancing overall financial well-being.
People
John N. Hall
Founder & President
CERTIFIED FINANCIAL PLANNER with 12+ years of experience in financial planning and investment management. Previously served as Portfolio Manager at MontVue Capital Management before founding Lynchburg Wealth Management in 2012.
Questions
What makes Lynchburg Wealth Management different from other financial advisors?
We operate as a fee-only fiduciary, legally required to act in your best interests without conflicts from product sales or commissions.
What services do you offer for individual clients?
We provide comprehensive financial planning, investment management, and financial checkups tailored to individual needs and life goals.
How are your fees structured?
Management fees are 1% on first $1MM and 0.5% thereafter. Financial planning starts at $1,500 with hourly rates for additional work.
Do you offer services for businesses?
Yes, we provide employer-sponsored financial wellness programs including educational presentations and individual employee consultations.
What qualifications do your advisors hold?
Our founder is a CERTIFIED FINANCIAL PLANNER professional with over 12 years of experience in financial planning and investment management.
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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John is very knowledgeable and gives great advice to a small investor as myself, as well as those that are very financial capable!!! He looks out for EVERYONE!!!