Fee-only fiduciary wealth advisors serving clients with $500,000+ in investable assets
Team · CPA · Toledo, Ohio, United States
1
Services
Lynchburg, Virginia area and nationally
Service area
HSC Wealth Advisors has served clients for over 30 years as an independent, fee-only registered investment advisor with a fiduciary commitment to client interests. The firm specializes in comprehensive wealth management for individuals and families with $500,000 or more in eligible investment assets. Core services include financial planning, investment management, retirement planning, tax planning, estate planning, education planning, and charitable giving strategies. The firm's comprehensive approach emphasizes the intersection of client values and financial goals, with focus on transparency and professional integrity. The team of CFP professionals leverages expertise in managing stocks, bonds, equities, property, and other assets while helping clients navigate turbulent markets and achieve long-term financial objectives. The firm serves specialized client profiles including doctors and medical professionals, university professionals, and other high-net-worth individuals. All services operate on a fee-only model with no commissions, ensuring alignment of advisor interests with client objectives.
$500,000 in eligible investment assets
Credentials: CFP
Languages: English
Serves: Lynchburg, Virginia area and nationally