COVID-19

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Our Response To COVID-19

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Financial Planner Jason Fink

COVID & The Stock Market

Check out this recent article on the stock market and COVID written by a member of our wealth management team.
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Person typing on computer learning about the Secure 2.0 Act chnages.

Expanded Taxpayer COVID-related Relief

Additional COVID-related Relief Is Here  In a recent notice, the Internal Revenue Service recently expanded taxpayer relief related to required minimum…
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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

Brian Aker, MBA

Chief Operating Officer

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