Want to feel confident in your ability to navigate retirement and prepared to begin your journey?
Click to enroll in our free Retirement Basecamp™ online course today.

Hi, I’m Chris Merchant, CFP® from Hunt Country Wealth Management. 

I want to share two key points about our firm:

>> Who We Are

>> Who We Help.

So who are we? Well, our firm name is called Hunt Country Wealth Management, because we have roots in the hunt country region in Virginia, which is right on the outskirts of Washington, D.C.

We work with people here regionally, but also nationally and even globally. My wife, Heather and I started this firm together and we operate it as a team. Heather manages our firm’s outreach and oversees what we call backstage operations. I handle the front-stage stage operations that include things like financial planning, investing, and taking care of the direct needs of our clients. And we have a fantastic support team that helps both of us.

Who is it that we help? Well, we generally work with individuals that plan to retire sometime in the next five years. Most people that come to us are in their late fifties or into their sixties when they first start working with us. Financially they’ve usually saved between $500,000 to $3 million.

I think that’s because, within that range, the challenge is no longer not having enough money to retire. But, rather not having a structure to follow, to make that money work as hard as they can for as long as they can. So as you can see, we’re not all things to all people. We specialize in helping people transition into retirement, and it’s a great job to have.

And because we specialize, we’ve created a repeatable system that in my opinion, helps people to retire with more confidence, more certainty than any other method out there.

Now I hope, you know, a little bit more about us and when the time is right. We’d love to hear from you.

Have questions about retirement, investing, or financial planning?

 

Hunt Country Wealth Management can help.
Click below to explore our services, or schedule a 15-Minute Discovery Call™ to talk with an advisor.

Gold Hunt Country Wealth Management Logo

Our mission is to prepare modern retirees nationwide for their journey into retirement and equip them with a plan to help them navigate the road ahead.

We believe retirement should free you — and it all starts with a plan.

Have Questions or Ready to Get Started? Schedule a 15-Minute Discovery Call™

Discover the single most important shift you need to make before you retire...

Download your FREE Retirement Guidebook™: Understanding The Retirement Shift today!

By: Chris Merchant, CFP® 

Related Posts

How To Be a Good Investor

How To Be a Good Investor

What I’ve learned from reviewing hundreds of investment portfolios… Ever wondered what it takes to be a successful investor? The essence of investing is not about getting lucky with the latest investment type, finding an advisor who can time the market, or unraveling...

read more
Ten Guideposts for Investing

Ten Guideposts for Investing

Ten Guideposts for Investing Article By: Chris Merchant, CFP®, Author of On Investing Well: The Elements of Good InvestingThere's no surefire formula for investing success, but there are some tried and true principles that can help you build a solid foundation. Here...

read more
Wealth Building Formula

Wealth Building Formula

Interested in building your wealth? Most people believe the formula for wealth building is a secret or is too complicated. The truth is, wealth building is a process that can be learned and mastered with the right information and tools. In this video, we'll discuss...

read more
We believe retirement should free you. It all starts with a plan.

Have Questions? Schedule 15-Minute Discovery Call™