HSC Wealth Advisors.

Independent fee-only wealth management firm

At HSC Wealth Advisors, we have over 35 years of experience offering fee-only independent financial services. All decisions are made locally, and we have no headquarters to consult. We do not collect commissions and we always place your interests first, developing strategies tailored to achieve your unique goals. Whether you would like to develop a new plan, set specific goals or are interested in transferring management of your portfolio, you will gain the advantage of the combined talents of our entire team.

Why HSC Wealth Advisors?

Practical financial planning is a crucial step in life, so you can look forward to a secure and comfortable future. When it comes to developing a practical financial plan, trust the professionals at HSC Wealth Advisors to help you create effective and achievable financial goals.
We are a family-focused business that is willing to walk you through all of your financial options for a brighter future. All of our professionals enjoy working with the clients we call family to help them reach their goals. When you work with our financial advisors in Lynchburg, VA, you can rest assured knowing you are working with a team that values strong relationships.

We believe in more than just serving our clients. Our goal is to set you up for financial success, so you can live your life comfortably with a positive outlook. We treat your successes as if they were our own.
Your search for a private wealth management firm stops at HSC Wealth Advisors. We are based in the Lynchburg area, and our services are available on a local and national scale. You are the center of our attention at HSC Wealth Advisors. You can rely on us for tailored advice for your specific situation. Tell us more about your background, and we can help you draw up a comprehensive financial plan that is right for your needs.

CONTACT OUR EXPERTS TODAY

Our Fee-Only Investment Philosophy

Fee-only financial planning means we are in a position to give advice based on your interests alone. Our financial planning team has no required proprietary investment products. Our motivations lie in helping you grow and, later, preserve your wealth through unbiased solutions.

Unlike brokers tethered to specific products or services, our team of financial planners is on your side. We fulfill our commitment to you and our fiduciary obligation by offering the highest standard of care for your assets with advice directed solely at serving the advancement of your goals.

Independent Financial Advice With a Team-Based Approach in Lynchburg

Our advisors are independent, but they are far from alone. We offer fee-only financial advice backed by the skills of our entire team and their combined years of experience.

As a team and as a tool for individual growth, we maintain affiliations with all the leading professional organizations in our field, including the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association® (FPA®), CFA Institute, and the Fee-Only Network. This ensures we’re providing our clients with the most up-to-date information possible.

A Comprehensive List of Financial Services

Since 1983, we’ve helped high-net-worth individuals with over $1 million in investable assets develop planning strategies tailored for a range of financial goals. Whether you are currently working or you are retired and looking to gain greater peace of mind over your wealth, we can help.

Our comprehensive, fee-only advisory services include:

• Financial planning: We help you prioritize your goals and develop personalized long-term strategies based on your resources and comfort level.
• Investment planning: Our investment planning services help you take control of your stocks, bonds, equities, property and other assets and direct them toward attaining your personal goals.
• Retirement planning: Lifelong retirement planning means weathering turbulent markets, and HSC Wealth Advisors is your steady guide with practical advice during unpredictable times.
• Tax planning: Preserve your wealth with our tax planning services. Our advisors, along with our expert tax and legal professionals, create plans for limiting your liability.
• Estate planning: Fee-only estate planning services plan for the transfer of all your combined assets while ensuring maximum preservation of your estate from tax obligations.
• Education planning: With education planning services, you can prepare for the future. We will help you choose the right types of accounts and saving strategies for your family.
• Charitable giving: Giving offers rewards any time of the year, but it can also help you reduce your annual tax liability when performed as part of your ongoing financial planning strategy.

LEARN MORE ABOUT OUR SERVICES

HSC Wealth Advisors Is Different From the Rest

Other private wealth management organizations rush you into making decisions. We separate ourselves from other businesses by taking the time to walk in your shoes and fully understand your unique circumstances during our practical financial planning partnership. Our CERTIFIED FINANCIAL PLANNERS™ in Central Virginia can answer all the questions you have when you turn to us for financial advice.

HSC Wealth Advisors takes a personalized approach to our private wealth management services. Coming up with financial plans for our clients is something we take seriously, so we ensure you are involved every step of the way. Receive the highest level of service with understandable fees when you choose HSC Wealth Advisors.

Our financial advisors in Lynchburg, VA receive zero commissions from outside sources. The fees you pay are based on the number of assets we manage. Therefore, there is no need to worry about a sales pitch or buying unnecessary life insurance policies.

Start with an introductory meeting with one of our financial planners, and we’ll move through a multistep onboarding process until we have a clear picture of what you hope to achieve. Our CERTIFIED FINANCIAL PLANNERS™ in Lynchburg, Virginia, can fine-tune your custom plan as changes take place in your life.

FIND YOUR RISK TOLERANCE WITH OUR SEM-POWERED QUESTIONNAIRE

Your Partner With Over 35 Years of Experience

When you partner with HSC Wealth Advisors, you’ll join hundreds of households trusting over $356 million in regulatory assets, as of 01/11/2022, to our professional guidance. Whether you’re local and near our office in Forest, Virginia, or anywhere across the country, you’ll always have our undivided attention. With our services, you gain the advantage of CERTIFIED FINANCIAL PLANNERS™, Accredited Investment Fiduciaries^®, Certified Public Accountants and other professionals, all part of a fee-only team dedicated to your success. Our team has no bank depository requirements for lending activities.

We help clients with planning strategies tailored for a range of financial goals. Whether you are currently working or retired and looking to gain greater peace of mind over your wealth, we can help.

If you’d like to learn more about our services, please give us a call at (434) 316-9356. We look forward to hearing from you.

CONTACT US TODAY