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Virtual CFP® – Online Financial Advisor

Online Retirement Planning Services

The Road to Retirement Starts Here...

At Hunt Country Wealth Management our mission is to prepare modern pre-retirees nationwide for their journey into retirement and equip them with a plan to help them navigate the road ahead. Our proven processes combine our specialized knowledge with         real-world experience to provide you with a guide for making better decisions, achieving better outcomes, and making the best use of your financial resources. 

We believe retirement should free you--and it all starts with a plan.

Have Questions? Schedule 15-Minute Discovery Call™

just starting to explore retirement?

Enroll in our Retirement Basecamp™ online course to kickstart your journey.

Our Services

 

The Sovereign Series™ Retirement Plan is our signature retirement planning service that will show you how to retire. Our guided step-by-step framework is easy to follow and provides a written financial plan that outlines the best use of your resources and a path to help you produce a reliable income. Gain clarity of direction and a stable foundation to experience the freedom of a well-planned retirement.

Guided Investing™ is our comprehensive investment management service. It was designed to help you create a master plan for your financial resources and offer a strategy to help you optimize and preserve your resources. This process starts with defining your why. It can be applied to investors who are saving for retirement, building wealth, wanting to manage risk or all of the above. 

90-Minute Strategy Session is a 1:1 session with Chris Merchant, CERTIFIED FINANCIAL PLANNER™. Sometimes you just want to talk to a professional. Whether you want to tap into a broader understanding of a financial topic such as How to Prepare for Retirement or you seek a second opinion on your investment strategy, this session is a great time to discuss the financial considerations on your mind. 

Experience The Difference...

Hunt Country Wealth Management was founded by a husband-and-wife team. 

We started our firm with one simple goal: We want to help YOU experience the freedom and independence that come from having a well-planned retirement. 

Firm founder, Chris Merchant is a CERTIFIED FINANCIAL PLANNER™. He is a leading national specialist in retirement income planning and an author who has dedicated his career to the distinguished needs of modern pre-retirees. 

 >> After working together, you’ll feel clear and confident about your retirement readiness and you will have a solid financial foundation to enjoy the freedom you’ve earned from a lifetime of hard work and dedication.

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

2023 New Year’s Resolution Success

2023 New Year’s Resolution Success

Top New Year Resolutions for 2023 Here are some of the most popular New Year Resolutions for 2023, as well as some tips on where you can access resources to support your success. Stay Fit and Healthy MSV Walking Trails HelloFresh- Meal Kits Virginia Bucket List Hikes...

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Online Retirement Calculator

Online Retirement Calculator

Have you heard of the term know your retirement number? Many firms and financial companies offer free online calculators which help you identify the amount of money you need to retire. It’s a simple way to know if your retirement savings are on track, but when it’s...

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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. In-Office and Virtual Consultation.

Schedule 15-Minute Discovery Call™