Client Updates

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Q4 2021 Newsletter

Our 4th Quarter Newsletter for our valued clients.
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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.
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Graves Light Lenhart July ‘21 Market Commentary

Markets seesawed and rates plummeted during July as investors continued to digest the ever present threat of the COVID-19 Delta variant.
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Q3 2021 Newsletter

Our 3rd Quarter Market Report
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Graves Light Lenhart May ‘21 Market Commentary

Markets were fairly quiet during May as the economic picture became cloudier. Robust growth prospects for the world’s largest economy were partially offset by a weaker than expected jobs report for the month of April that showed gains of just 266,000 jobs compared to the 1 million expected by market economists.
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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

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