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MONTVUE CAPITAL MANAGEMENT, INC.
Lynchburg, Virginia
Montvue Capital Management, Inc., based out of Lynchburg, VA, is a small investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With a team of four employees, three of whom specialize in investment advisory services, Montvue Capital Management strives to offer personalized guidance tailored to each client's unique goals and needs.
The firm manages a substantial portfolio, with an average of approximately $49,380,000 in assets under management per investment advisor, aligning closely with the industry average. The compensation structure at Montvue Capital Management encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible approach that suits different client preferences.
Boasting a client base of over 100 individuals, Montvue Capital Management oversees more than $268,120,000 in assets under management. Primarily catering to high-net-worth individuals, the firm demonstrates expertise in managing sizable portfolios, with the majority of assets falling under their discretionary management, accounting for an impressive 98%.
While the firm predominantly handles individual accounts and 401K plans, which constitute less than 30% of their assets under management, Montvue Capital Management also possesses the capability to effectively manage employer funds. With its single office in Lynchburg, VA, the company fosters a close-knit environment, allowing for personalized attention and fostering lasting relationships.
Montvue Capital Management boasts a team of experienced advisors, including Alan Kramer, Sarah Burnett, and Anne Umbarger, who have demonstrated their commitment and expertise over the years. With a focus on delivering tailored financial strategies and building long-term client partnerships, Montvue Capital Management, Inc. is well-equipped to guide clients towards achieving their financial objectives.
TAYLOR FINANCIAL GROUP, INC.
Roanoke, Virginia
Taylor Financial Group, Inc., based out of Roanoke, VA, is a reputable investment advisory firm serving over 380 individual clients. With a remarkable $273,919,000 in assets under management, they have established themselves as a leading player in the financial industry. Boasting a small yet dedicated team, Taylor Financial Group, Inc. operates from a single office, allowing for personalized and attentive service.
Their expertise lies in managing employer 401Ks and individual investments, accounting for approximately half of their assets under management. This specialization has equipped them with extensive knowledge and experience in this particular domain. The firm takes pride in their discretionary management approach, meaning that they have full authority to make investment decisions on behalf of their clients.
Taylor Financial Group, Inc. adopts a flexible compensation structure, offering various fee types such as a percentage of assets under management and fixed fees. This allows them to cater to a diverse range of clients and tailor their services to individual needs.
With a team of four highly skilled professionals, all dedicated to providing exceptional investment advisory services, Taylor Financial Group, Inc. maintains an impressive average of $68,480,000 in assets under management per investment advisor. This level of expertise is on par with the industry average, ensuring clients receive sound financial guidance.
Notably, the firm is home to several seasoned advisors who have contributed significantly to its success. Jay Arce, Marvin Taylor, and John Taylor are among the longest tenured advisors at Taylor Financial Group, Inc., further enhancing the firm's credibility and client trust.
SELECTIVE WEALTH MANAGEMENT, INC.
Forest, Virginia
Selective Wealth Management, Inc. is a reputable investment advisory firm based out of Forest, VA, dedicated to providing comprehensive wealth management services to individuals and employer 401Ks. With a team of 11 skilled professionals, their primary focus is delivering personalized investment advisory services to their diverse clientele.
The firm boasts an impressive average of $73,260,000 in assets under management per investment advisor, which aligns with the industry average. This solidifies their expertise in managing significant financial portfolios. Selective Wealth Management, Inc. caters to over 860 individual clients, who have entrusted them with more than $358,770,000 in assets under management.
Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. This ensures a transparent and mutually beneficial relationship between the firm and its clients.
Notably, Selective Wealth Management, Inc. has developed substantial experience in managing employer 401Ks and individual assets, which account for approximately half of their total assets under management. The firm's success in this space reflects their in-depth knowledge and understanding of the unique challenges and opportunities it presents.
With nine offices spread across the region, Selective Wealth Management, Inc. is deeply rooted in the local community. The firm's longevity and credibility are further enhanced by the presence of seasoned advisors such as Christopher Devlin, Joshua Standeven, and Brian Liedstrand, who have been instrumental in driving the company's growth and success.
Selective Wealth Management, Inc. prides itself on its client-centric approach, combining expert financial guidance with personalized strategies tailored to each client's individual needs and goals. By leveraging their extensive experience and dedication to excellence, the firm continues to empower clients on their path to financial success.
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SELECTIVE WEALTH MANAGEMENT, INC.
Forest, Virginia
Selective Wealth Management, Inc. is a reputable investment advisory firm based out of Forest, VA, dedicated to providing comprehensive wealth management services to individuals and employer 401Ks. With a team of 11 skilled professionals, their primary focus is delivering personalized investment advisory services to their diverse clientele.
The firm boasts an impressive average of $73,260,000 in assets under management per investment advisor, which aligns with the industry average. This solidifies their expertise in managing significant financial portfolios. Selective Wealth Management, Inc. caters to over 860 individual clients, who have entrusted them with more than $358,770,000 in assets under management.
Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. This ensures a transparent and mutually beneficial relationship between the firm and its clients.
Notably, Selective Wealth Management, Inc. has developed substantial experience in managing employer 401Ks and individual assets, which account for approximately half of their total assets under management. The firm's success in this space reflects their in-depth knowledge and understanding of the unique challenges and opportunities it presents.
With nine offices spread across the region, Selective Wealth Management, Inc. is deeply rooted in the local community. The firm's longevity and credibility are further enhanced by the presence of seasoned advisors such as Christopher Devlin, Joshua Standeven, and Brian Liedstrand, who have been instrumental in driving the company's growth and success.
Selective Wealth Management, Inc. prides itself on its client-centric approach, combining expert financial guidance with personalized strategies tailored to each client's individual needs and goals. By leveraging their extensive experience and dedication to excellence, the firm continues to empower clients on their path to financial success.
PETTYJOHN, WOOD & WHITE, INC.
Lynchburg, Virginia
Pettyjohn, Wood & White, Inc. is a highly reputable local investment advisory firm headquartered in Lynchburg, VA. With over 20 years of experience, the firm has established a strong presence in the financial industry. Led by a team of skilled professionals, including the longest tenured advisors Charles White, Thomas Gerhardt, and John Doyle, Pettyjohn, Wood & White, Inc. offers comprehensive investment advisory services to a diverse clientele.
With a total of six dedicated employees, five of whom specialize in investment advisory services, the firm is committed to providing personalized financial solutions tailored to meet the unique needs of each client. On average, their investment advisors manage approximately $43,420,000 in assets, demonstrating their expertise in wealth management.
Pettyjohn, Wood & White, Inc. boasts an impressive portfolio of over 300 individual clients, whose combined assets under management exceed $648,455,000. While catering primarily to high net worth individuals, the firm also possesses the capacity to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management.
The firm's compensation structure is designed to align their interests with those of their clients. They employ various fee arrangements, including a percentage of assets under management and hourly charges, ensuring transparency and fairness.
With their unwavering commitment to discretion and integrity, Pettyjohn, Wood & White, Inc. has earned the trust of their clients and positioned themselves as a trusted financial partner. Their singular Lynchburg office is a testament to their dedication to the local community, providing accessible and personalized investment advisory services.
LEGACY WEALTH MANAGEMENT GROUP, INC.
Lynchburg, Virginia
Legacy Wealth Management Group, Inc. is a small investment advisory firm based out of Lynchburg, VA. With a single office, the company is dedicated to providing comprehensive investment advisory services. Among its six employees, four specialize in offering expert guidance in investment matters. Each investment advisor at Legacy Wealth Management Group, Inc. manages an average of approximately $38,600,000 in assets.
The company employs a diverse compensation structure, tailored to meet the unique needs of its clients. This structure includes a percentage of assets under management, fixed fees, and hourly charges. Notably, Legacy Wealth Management Group, Inc. possesses extensive experience in managing employer 401Ks and individual assets, which accounts for approximately half of their assets under management.
As a testament to their commitment to client satisfaction, Legacy Wealth Management Group, Inc. manages all of their clients' assets on a discretionary basis, affording them the flexibility to make investment decisions on behalf of their clients without prior consultation. Currently, they serve over 550 individual clients, managing a substantial $154,400,000 in assets.
The firm takes pride in its team of highly experienced advisors, several of whom have been with the company for a significant period. Branden Bosch, Mark Boccarossa, and Joshua Stamm are among the longest-tenured advisors at Legacy Wealth Management Group, Inc., lending their expertise and deep understanding of the financial industry to benefit their clients. With their knowledgeable team and strong track record, Legacy Wealth Management Group, Inc. continues to provide personalized and reliable investment advisory services to its valued clients in the Lynchburg area and beyond.
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