Middleburg and Fauquier County, VA Financial Advisor

Hunt Country Wealth Management: Financial Planning & Investment Management

Welcome to Hunt Country Wealth Management. We are a comprehensive Wealth Management practice which focuses on the unique needs of individuals within Virginia’s Hunt Country, Northern Virginia and the Shenandoah Valley. Like the clients we serve, our values are deeply rooted in tradition, integrity and the commitment to forge lifelong relationships built on dedication and trust. Our team is committed to offering personal financial guidance in a concierge-style environment. Holistic solutions and proactive communication are of utmost importance to us. 

We are a community-based, family-operated independent firm with no proprietary investments or products. We never outsource our investment responsibilities and management to third-party money managers and we strongly adhere to our Investment Philosophy and our 8-Step Investment Process as stated below.

To learn more, please visit Our Services, FAQs and Our Story.

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

~ Our Most Popular Service ~

Designed for individuals who are

within ten years from retirement

or have retired in last five.

Financial Planning For Women

Investable Assets of $250,000+

Financial Planning & Investment

Management 

     

Financial Planning For small business owners

Equine Doctors & Veterinarians

Behavioral Financial Coaching and advice, bfa®

helping you make better financial decisions

Retirement Consulting Interviews with Individuals In or Near Retirement and Counting!

Grab a Free eBook Download: On Investing for Retirement

Learn how to avoid the six retirement risks and what to consider when analyzing income planning options. 

*Free download sent to email provided. 

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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.