Create. Manage. Protect.

Financial Management | Retirement | Investments | Fee-Based Financial Planning

World-class planning tools and investment strategies in a Main Street, client-focused atmosphere

~ Offices in Winchester, Ashburn and Reston Virginia ~

Proudly serving Middleburg’s Hunt Country, Northern Virginia and the Shenandoah Valley

Why use Hunt Country Wealth Management?

We believe, Life is Richer When You Make Good Financial Decisions™. Our mission is to help people make better financial decisions, and when possible, to help them elevate their money to a higher level of productivity and safekeeping. We know true wealth transcends money– it manifests as time spent with the ones you love and with the freedom to enjoy the things in life that matter most to you.

We are dedicated to furthering this mission through the workings of our Wealth Management firm by developing Thought Leadership, offering Community Support (and lending a helping hand), and through Values-Driven Coaching by Financial Advisor Chris Merchant as a Behavioral Financial Advisor™ and Certified Financial Planner™.

We are a community-based, family-operated independent firm with no proprietary investments or products. We never outsource our Investment Responsibility & Management to Third-Party Money Managers, and we strongly adhere to our Investment Philosophy based on Modern Portfolio Theory & our 8-Step Investment Process.

Would you like a second opinion on your investment portfolio?

Schedule Your Complimentary Investment Review Today. Want to Learn More First? View our FAQs.

Who We Serve

Financial Management

Investable Assets of $250,000+

Financial Planning & Investment Management

Wealth Management

Investable Assets of $1,000,000+

Financial Planning & Investment Management

Fee-Based Process Planning

Unique Planning Processes to Solve Life’s Complex Financial Needs

Retirement Income Planning

Investable Assets of $250,000+

Financial Planning For Women

Investable Assets of $250,000+

Financial Planning for Same-Sex Couples

Investable Assts of $250,000+

Financial Planning For Equine Doctors & Veterinarians

Behavioral Financial Coaching BFA®: The wild Side of Investing

Get In Touch

46 S. Loudoun st.

Winchester, VA 22601
+1 540 205 8186
advisor@huntcountryinvestments.com

Please Note: We never share your personal information with outside parties.