Your Strategic Staunton Financial Advisor.

The team at Graves Light Lenhart has a financial advisor ready to partner with Staunton individuals and businesses to manage and protect their wealth. Our experienced advisors walk you through the process, creating smart and effective financial strategies that work. We coordinate with your lawyer, accountant, and insurance provider to ensure a cohesive approach that minimizes risk. By looking at the big picture, we’re able to identify potential liabilities and prepare for your future. Our range of services have you covered:

Serving A Variety Of Staunton Clients.

While we proudly work with clients of all different income levels and goals, many of our clients share similar backgrounds:

  • Business owners
  • Professionals planning for retirement
  • Executives
  • Nonprofits, foundations, and endowments

You’re Going To Like How We Are Different.

We build relationships with our clients by getting to know them and their families. When you meet with our team, we ask questions and listen to your answers. We learn about your plans and dreams to develop strategies to help you achieve those goals. All our wealth management plans are easily adaptable when life delivers unexpected hurdles. Here’s how we differ from other providers in Staunton:

  • Big-Picture Planning

    Our team works with your accountant, lawyer, and insurance provider to create a cohesive wealth management plan that works.

  • Flexibility & Control

    Visit our Harrisonburg office, where we manage, report, and research all your options to provide greater flexibility over your financial planning.

  • Save & Grow

    We aim to save you money and grow your investments by taking a cohesive approach to managing your assets.

Financial Planning For Staunton & The Surrounding Areas.

We love serving clients in the Shenandoah Valley. Out of our Harrisonburg office, we work with Staunton individuals to develop financial plans that provide peace of mind. Ready to work with an experienced Staunton financial advisor? Get in touch today!