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Lynchburg Wealth Management
Lynchburg Wealth Management, LLC is a fee-only fiduciary financial advisor. The firm provides financial planning and investment management, taking management...
Overview
Lynchburg Wealth Management, LLC is a fee-only fiduciary financial advisor. The firm provides financial planning and investment management, taking management responsibility for clients' investment accounts and offering ongoing planning services. Its management fee is based on assets under management.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Lynchburg
Corporate office
Lynchburg, VA, United States
Principals
John N. Hall
Founder, President
John Hall
Founder & President
Sector focus
Frequently asked questions
Who runs investment decisions at Lynchburg Wealth Management?
The firm's investment committee, composed of senior advisors with designations such as CFA and CFP, oversees portfolio construction and manager selection. Public records do not name a single CEO or CIO.
What investment stages or asset classes does Lynchburg Wealth Management target?
The firm focuses on liquid public securities—equities and fixed income—supplemented by limited alternative investments such as private real estate and structured notes. It does not engage in venture capital or private equity directly.
Does Lynchburg Wealth Management participate in fund commitments or direct deals?
Client portfolios primarily use publicly traded securities and third-party ETFs. Direct private investments are rare and client-specific.
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