Cybersecurity Best Practices
This video presentation includes updates on current trends and news related to the third quarter of 2025.
Your identity has been stolen; now what?
Previously, we circulated information on steps that you should take to avoid having your identity stolen and vigilance remains your best defense, but what should you do if those efforts fail, and you find that you have become a victim of identity theft?
An Important Message For Our Clients
Fraud has become a big business, and no person is immune. Read below for 10 actionable steps you can take to help protect your accounts.
How To Protect Yourself From Cybercrime
Check out the video from our cybersecurity seminar.
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, CFP®
Director of Wealth Strategies
Jason Fink, PhD
Director of Research
Kathleen M. Graves, JD
Compliance Manager