Contact Us

Schedule a complimentary consultation below
Scroll

Schedule Complimentary Consultation

Please follow the instructions on the right to setup a free consultation or phone review interview. If you would rather send an email, please see our contact below. We are delighted to meet with you virtually via video or in-person at our Winchester, Ashburn or Reston offices.

Note: We strive to maintain and adhere to all COVID-19 guidelines set forth by the CDC and Virginia. This includes an adherence to the Virginia statewide face covering requirement, physical distancing best practices, enhanced cleaning and disinfection best practices and workplace safety regulations.

Phone

(540) 205-8186

Email

[email protected]

Fax

(571) 919-6750

Client Assistance

[email protected]

RSVP to Events

[email protected]


Visit Our Offices

WINCHESTER, VIRGINIA
49 South Loudoun Street
Winchester, VA 22601
Old Town Walking Mall

Additional Offices for Local Convenience:

Ashburn, Leesburg, Reston, Middleburg

Virtual services offered to clients nationwide. 

Media Inquiries

Chris Merchant is available for commentary and speaking engagements related to retirement income planning. He is a CERTIFIED FINANCIAL PLANNER™,  Behavioral Financial Advisor™ and author of:

On Investing Well: The Elements of Good Investing

FINRA: Check Your Broker

Women’s Choice Award® Selection criteria and disclosure may be viewed here.

Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Hunt Country Wealth Management and Securities America are separate entities. FINRA registered branch office: 49 S. Loudoun St. Winchester VA, 22601. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.