(833) 833-1657
About
1
Who We Are
Advantage Financial Planning was established by a pair of business school professors, both holding advanced degrees in finance and business management. Their teaching repertoire spans personal finance, global financial markets, and venture capital strategies for entrepreneurs. Together, they bring over sixty years of experience in guiding individuals and businesses through finance and growth strategies to accumulate wealth.
2
Who We Serve
Our client base encompasses three primary demographics:
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Those struggling to meet basic financial needs.
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Individuals living from one paycheck to the next.
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People who are financially stable and have started saving, including maintaining an emergency fund.
Whether you're an individual or a business that resonates with any of these situations and aspires for more, our expertise is in steering you toward achieving your financial aspirations, ensuring security and prosperity.
3
What's in it for You
Distinct from asset management firms, Advantage Financial Planning doesn’t sell financial products nor earn commissions from recommending services. Our approach as a fee-based consultancy is focused on empowering you with strategies for financial independence, without the conflict of interest inherent in commission-based advice.
Contact us to find
your way to a happier financial future
Lynchburg, VA 24504
(833) 833-1657