Financial Advisor: Leesburg and Ashburn, Virginia
Financial Planning | Retirement | Investments | Fee-Based Advice
Experience The Difference.
We want our clients to feel the benefits of financial security, and we aim to bring all the pieces of your financial life together. Our mission is to help you make better financial decisions, and when possible to help you elevate your money to a higher level of productivity and safekeeping.
Our Loudoun County Office of Convenience is Located Near One Loudoun (20147) Leesburg, Virginia.
Serving residents of Loudoun County, VA for over a decade, firm President, Chris Merchant has proudly served on several non-profit and foundation boards in Loudoun, providing financial advice and leadership. In 2010, he was awarded the 30 under 30 Award by Leesburg Today.
Learn more about our signature financial planning fee-based services below:
2019 Women’s Choice Award®
Hunt Country Wealth Management is a proud recipient of the 2019 Women’s Choice Award® for Financial Advisors.
The Women’s Choice Award is the premier recognition award for advisors who provide quality service to their female clients. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2016, of the 783 considered for the Women’s Choice Award, 122 were named Women’s Choice Award Financial Advisors/Firms.
Free 30 Minute Consultation
ONLINE | PHONE | IN-PERSON
Our consultations are 100% confidential and commitment-free. Initial consultations are generally 30-60 minutes in length and we discuss a general overview of your financial picture, goals and situational planning.
Have Questions? Consultation provides opportunity for Q&A with Chris Merchant, Certified Financial Planner™ and Behavioral Financial Advisor™.
Are you looking for a second opinion? Are you happy with the quality and quantity of contact with your current advisor? We schedule complimentary, no obligation second-opinion consultations by appointment.
Need Direction? Perfect. That’s what we are here for.
*Our Most Popular Plan:
Designed for inviduals who are within ten years from retiring or have retired within the last five.
Fee-Based financial Planning
Retirement Income Planning
Knowing if you have enough money to retire, and then planning to make that pool of money last as long as you need, is the focus of the NextPhase™ Retirement Income Planning Process. This time-segmented, inflation-adjusted strategy can help you answer the key question: “Do I have enough retirement assets to last my lifetime?”
Plan Designed For:
Inviduals who are still saving for retirement and/or interested in a portfolio review.
Fee-Based financial Planning
The Personal Wealth Plan™
Are you on track to meet your goals? Are you confident your current investments are positioned to support you? The Personal Wealth Plan™ was designed to assist you in better understanding your financial position and as a “how to” on integrating your resources with your goals and objectives. This highly adaptable plan is perfect for those who are seeking a second opinion, interested in establishing savings and/or investing goals and for those who are seeking advice before making high-stake financial decisions.
In an environment of robo-advisors, and with most other advisors clustering to outsource their investment management responsibility, Hunt Country Wealth Management is rare in keeping your portfolio management in-house. The art of investing requires skill and competency, and if you are working with an advisor who outsources, you are not talking directly to the strategist behind your accounts. We believe in-house management gives you access to greater control and transparency, as well as often experiencing lower fees.
Financial Management and wealth management clients
advisory and asset management, fee-based
Investment Management: Advisory
Hunt Country Wealth Management offers investment advisory services in which we act as a fiduciary to manage your investments for your best interest. With your guidance we will develop an investment strategy and make recommendations based on your objectives and risk tolerance. Uniquely to many local firms, we manage our investments in-house and do not outsource to 3rd party vendors, a growing trend in the wealth management industry. We apply Nobel Prize Winning Modern Portfolio Theory as the basis for our portfolio construction. Our investment platform provides you with access to stocks, bonds, mutual funds, exchange traded funds (ETFs) and alternative investments. Our management fee is generally 1.30% or less depending on the size of your account.
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Hunt Country Wealth Management, Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.