ABOUT US: FINANCIAL ADVISORY & INVESTMENT

PEOPLE HIRE US TO CREATE, MANAGE AND PROTECT THEIR WEALTH.

 

We believe Life Is Richer When You Make Good Financial Decisions. Our Mission is to help people make good financial decisions and to foster awareness through education and support within our community. We know true wealth transcends money– it manifests as time spent with the ones you love and with the freedom and clarity to enjoy the things in life that matter most to you.

At Hunt Country Wealth Management, we help everyday people who have accumulated wealth make sense of the financial complexities in their lives and maximize their opportunities. Our clients are typically down-to-earth individuals who have, throughout their working lives, kept their debt low and have taken steps to invest in their future.

In general, our typical client has a moderate-to-conservative risk tolerance and is looking for a personal advisor because they lack time, knowledge, and/or the desire to create and monitor their investment plan. As an independent firm, we offer no proprietary investments or products, and you can feel secure our recommendations are not biased toward a specific investment or product company.

 

Our Full-Service Financial Planning Practice Provides Services For:

In addition to the services mentioned above, we are dedicated to furthering our mission of helping people make good financial decisions by developing our own Thought Leadership (Our book, On Investing Well releases this spring), offering a helping hand to initiatives addressing childhood poverty, and through Values-Driven Financial Coaching as a Behavioral Financial Advisor™ and Chris Merchant certificant Certified Financial Planner™ 

Learn More about Our Story and Investment Philosophy.

Hunt Country Region:

Hunt Country Wealth Management services the regions of Loudoun, Clarke, Fairfax, Frederick, Warren and Fauquier, including the cities and townships of Winchester, Warrenton, Little Washington, The Plains, Marshall, Middleburg, Upperville, Warrenton, Millwood, Berryville, Leesburg, Purcellville, Reston and Ashburn Virginia. Our clients are as alike as they are different and no one financial planning strategy fits the complex needs of our diverse clientele.