Lynchburg Wealth Management

Mar 5th, 2024

The owner of this establishment is a hateful person who has had a negative impact on our community.
Nov 11th, 2023

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.
Nov 10th, 2021

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 good things about LWM. If I could give 6 stars I would!
Dec 27th, 2020

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!
Jun 6th, 2019