Archive for category: Retirement Planning

What’s The Missing Ingredient In Most Retirement Planning Strategies?

Words are impactful; some flow off the tongue smoothly and others, not so much.  The word “decumulation” falls decidedly in the latter category: it’s a word you’ve likely never used in polite conversation.

Asa W. Graves VII, CFA®

Principal | President & Chief Investment Officer

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®

Principal | Director of Wealth Strategies

Ryan P. Waid, JD, LLM, CFP®

Director of Wealth Strategies

Jason Fink, PhD

Director of Research

Kathleen M. Graves, JD

Compliance Manager

Angela Moats

Senior Client Associate

Kara Morgan

Senior Client Associate

J. Douglas LightRetired Effective October 1st

Principal | Director of Wealth Management