Our Affiliations
HSC Wealth Advisors is an independent fee-only wealth management firm comprised of a team of experienced financial advisors and investment managers. Our experienced financial advisors have several certifications and industry affiliations. Learn more about our affiliations and the requirements of these distinctions.
CERTIFIED FINANCIAL PLANNER™ professionals must meet the highest requirements in the industry in terms of ethics, education, experience, and exam, and the CFP® certification is viewed as the highest standard in the personal financial planning. Only about 25% of practicing financial advisors are certified by the CFP Board.
To become a CERTIFIED FINANCIAL PLANNER™, professionals must:
- Have completed college-level coursework in personal financial planning and have a Bachelor’s Degree
- Pass the rigorous CFP® Certification Examination to demonstrate the level of competence necessary for professional practice
- Have 6,000 hours of experience through the Standard Pathway to indicate competence without supervision
- Agree to the CFP Board’s Code of Ethics and Standards of Conduct
- Pass a detailed background check
The Certified Kingdom Advisor® Designation demonstrates a commitment to technical expertise and biblically wise counsel in a financial advising role. Kingdom Advisors ensures that all Certified Kingdom Advisor® designees comply with a set of ethical rules, principles and standards in order to hold this distinction. The CKA® designation requires:
- 10 years of full-time experience or one of the following professional designations: CFP®, ChFC®, CPA/PFS
- Complete the Certified Kingdom Advisor® exam and coursework
- Agree to and practice the Kingdom Advisors Code of Ethics by maintaining active local church involvement and by providing pastoral and client letters of reference
- Pledging to practice biblical stewardship in their personal and professional lives and by giving regularly in proportion to their income
Members of the National Association of Personal Financial Advisors (NAPFA) have met stringent requirements for membership and are professional, ethical advisors. NAPFA-Registered Financial Advisors’ operate on a Fee-Only basis because their only purpose is to preserve and grow your wealth. NAPFA-Registered Financial Advisors must:
- Meet stiff credentialing & educational requirements
- Be primarily financial advisors
- Meet rigorous continuing education requirements
- Submit to outside professional review to ensure there is no conflict of interest
- Submit a financial plan for review by peers before being admitted
The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services providers and students who want to advance and grow in the financial planning profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.
The Fee-Only Network works with financial organizations that champion the fee-only advisor fiduciary standard. Membership to the Fee-Only Network is only extended to financial advisors affiliated with NAPFA, XY Planning Network, Garrett Planning Network, or Alliance of Comprehensive Planners.
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting and serves as an advocate before legislative bodies, public interest groups and other professional organizations. The AICPA’s mission is powering the success of global business, CPAs, CGMAs and specialty credentials by providing the most relevant knowledge, resources and advocacy, and protecting the evolving public interest.
Kiwanis helps kids around the world and their communities. Members stage service projects and raise money for children, families, communities and projects.
The Lynchburg Regional Business Alliance works to promote economic growth in the region & quality of life for its citizens.