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Financial Advisor: Middleburg and Fauquier Country Virginia

Retirement Planning and Guided Investing™

Financial Guidance for Ages 50 and Above...

At Hunt Country Wealth Management, we specialize in providing personalized financial services tailored for individuals aged 50 and above. We understand the unique financial challenges and opportunities that arise during this stage of life. From retirement planning to comprehensive investment management, our experienced team is here to guide you every step of the way. Whether you're nearing retirement or in the prime of your career, our dedication lies in helping you confidently achieve your financial goals.

Prepare for Your Financial Future with a Trusted Advisor, Collaborator, and Guide

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just starting to explore retirement?

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Our Services

 

Looking for retirement assistance? Look no further! At Hunt Country Wealth Management, we specialize in retirement planning. We offer two services tailored to your needs as you approach retirement. Our Retirement Audit™ is a quick way to find out if you're on track and help you prepare. The Sovereign Series™ Retirement Plan is a comprehensive in-depth financial plan that provides a roadmap to transition into retirement with confidence. Not sure which service you need? We can help with that too.

Looking for better control over your investment strategy? Align your investment portfolios with your goals using our exclusive Guided Investing™ service. Our comprehensive investment management helps you create a strategic plan, with tailored strategies to optimize and preserve your resources. It starts by identifying your goals and can be personalized for retirement, wealth building, risk management, or multiple objectives. Feel supported and empowered as you make progress towards your financial milestones.

Are you interested in discussing a unique financial situation? If you have any general financial or investment-related inquiries and prefer a collaborative approach to address them, we would be delighted to assist you. Our Hunt Country Hourly Planning™ service offers financial advice on an hourly basis, without minimum asset or income requirements. With tailored recommendations and insights from our experienced professionals, get answers to your questions and valuable guidance.

Experience The Difference...

A fiduciary firm owned by a husband and wife in Virginia's beautiful Shenandoah Valley, Hunt Country Wealth Management brings over 20 years of experience to help you build a solid financial future. Our comprehensive approach combines traditional financial principles with the insights of behavioral finance. Whether you need retirement planning, investment management, tax, or estate planning strategies, we offer personalized advice to meet your unique needs. Join us and let's positively impact your financial journey.

Chris and Heather Merchant, Hunt Country Wealth Management

Retirement Scenario: I'm Ready to Retire

Examples of how Hunt Country Wealth Management can help you make the most of your resources…

Retirement Scenario: I Plan to Retire Earlier Than Expected

Examples of how Hunt Country Wealth Management can help you make the most of your resources…

Retirement Scenario: I Plan to Retire in Three-to-Five Years

Examples of how Hunt Country Wealth Management can help you make the most of your resources…

Retirement Scenario: I Recently Lost My Spouse

Examples of how Hunt Country Wealth Management can help you make the most of your resources…

Retirement Articles and News

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do ListAccording to recent statistics, data breaches have become common in today's digital world. In fact, it is estimated that more than 111.7 million Americans have their personal information exposed to data breaches every year. Whether...

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Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America's national park system with this helpful article. LIFESTYLE READ TIME: 3 MIN For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor...

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Ensuring a Safe and Fall-Free Retirement

Ensuring a Safe and Fall-Free Retirement

Fall Prevention: A Critical Aspect of Post-Retirement Health ManagementBy Chris Merchant, CFP®Many of you who are reading this may be more familiar with discussing financial risks with me rather than health risks. However, it is important to recognize that a secure...

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Retirement Planning Advice Nationwide

Proudly Serving Washington, D.C. Metro Region: Middleburg’s Hunt Country, Northern Virginia and the Shenandoah Valley.

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