How To Protect Yourself From Cybercrime
Check out the video from our cybersecurity seminar.
Author Archive for: Jeff
Entries by Jeff Lenhart
Ash Spoke At J.P. Morgan’s ETF Symposium
Ash Heatwole recently spoke at a symposium hosted by J.P. Morgan Asset Management in New York.
Graves Light Lenhart January ’22 Market Commentary
New Year optimism quickly turned to caution as the major U.S. stock indices ran into trouble.
New Name, New Look, Same Company.
Our three founders bring diverse experiences to our firm, and we wanted our new name to reflect the value of that expertise.
COVID & The Stock Market
Check out this recent article on the stock market and COVID written by a member of our wealth management team.
Q1 2021 Newsletter
This newsletter provides updated information to keep our clients informed!
Quarterly Market Review – 3rd Quarter 2020
This report features world capital market performance and a timeline of events for the past quarter.
Financial Markets Are Surprisingly Strong During The 3rd Quarter of 2020
Financial markets were surprisingly strong during the quarter ended June 30, 2020.
Asa W. Graves VII, CFA ®
Principal | President & Chief Investment Officer
J. Douglas Light
Principal | Director of Wealth Management
Jeffrey G. Lenhart, JD, LLM, CFP®
Principal | Director of Wealth Strategies & Chief Compliance Officer
A. Wesley Graves, VI
Director of Wealth Management
Ashley "Ash" Heatwole, CFA®, CFP®
Principal | Director of Wealth Management
Nicholas A. Perrine, CPA
Director of Wealth Strategies
Jason Fink, PhD
Director of Research
Kathleen M. Graves, JD
Compliance Manager
JEFFREY G. LENHART, JD, LLM, CFP®
Principal | Director of Wealth Strategies & Chief Compliance Officer
