People Hire Us To Help Them Create, Manage and Protect Their Wealth.

How We Help You Create...
We help individuals harness the power of investments to create and enhance their overall wealth and resources.
How We Help You Manage...
We use unique planning processes to plan for specific needs like retirement income and investment savings.

We manage all investments in-house, without the use of 3rd-party money managers.

We monitor to make sure you are staying on course for your goals and objectives.

How We Help You Protect...
We help clients protect their wealth with risk management and Behavioral Financial coaching.

When needed, we also integrate traditional risk management approaches offered through insurance (life, long-term care, disability).

We are an independent, privately owned firm. Chris Merchant is a CERTIFIED FINANCIAL PLANNER™  & Behavioral Financial Advisor™ . Learn more about our Investment Philosophy and Investment Process

View our Service Offerings and Fee Structure Here. 

Who We Serve

Financial Management

Investable Assets of $250,000+

Financial Planning & Investment



Wealth Management

Investable Assets of $1,000,000+

Financial Planning & Investment



Fee-Based Process Planning

Unique Planning Processes to Solve Life’s Complex Financial Needs

Retirement Income Planning

Investable Assets of $250,000+


Financial Planning For Women

Investable Assets of $250,000+

Financial Planning for Same-Sex Couples

Investable Assts of $250,000+

Financial Planning For Equine Doctors & Veterinarians

Behavioral Financial Coaching BFA®: The wild Side of Investing

Get In Touch

46 S. Loudoun st.

Winchester, VA 22601
+1 540 205 8186

Please Note: We never share your personal information with outside parties.