3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Back to all locations
925 Main St.
Suite 200
Lynchburg,
VA
24504
Phone: 434.847.6600
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Our Team
Our Lynchburg-based advisors specialize in providing comprehensive wealth management and financial planning services to high-net-worth investors, families, and corporate executives.
Marcus P. Borel, CFP®
Financial Advisor
Stephen L. Crank, CFA®
Senior Vice President,
Financial Advisor
Jack Flippin, CFP®
Senior Vice President,
Financial Advisor
William (Bill) W. Paxton, CFP®
Principal,
Financial Advisor
Lewis Thomas, II
Financial Advisor
News & Resources
Resources
Resources
5 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Wealth Management
5 months ago
Coping with Market Volatility
Learn more about our thoughts on the COVID-19 virus and...
Retirement Plans
5 months ago
Staying the Course For Retirement
Investment markets around the world are experiencing unprecedented volatility which...
Contact Us
How can we help?