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About

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My name is Paul Pittman, founder of Advantage Financial Planning. I hold an MBA in
Finance and the Chartered Financial Consultant® (ChFC®) designation. For the past 18 years, I have taught collegiate-level business courses, giving me the privilege of helping students and professionals understand the principles of finance, business strategy, and decision-making.

 

That experience, combined with my work in financial services, shaped my belief that financial planning should be clear, educational, and empowering. At Advantage Financial Planning, we bring that same commitment to every client relationship: to simplify the complex, explain your options in plain language, and help you make confident financial choices.

Who We Serve

We partner with:

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  •  Individuals and families seeking clarity and organization in their finances

  • Pre-retirees and retirees who want to feel confident about their retirement income strategies

  • Busy professionals who value a trusted partner to guide their planning

  • Families who need help coordinating insurance, education, and estate planning needs

  • Business owners who want to balance personal and business financial goals

  • No matter your stage of life, we tailor our planning to fit your unique needs and complexity.

What's in it 
for YOU

Working with Advantage Financial Planning will help you get:
 

  • Clarity – A written financial plan that simplifies your options and gives you a clear path forward.

  • Confidence – Regular quarterly reviews and ongoing support so you know your plan is on track, even when life changes.

  • Transparency – A flat-fee structure with no hidden charges, and full disclosure when insurance solutions involve commissions.

  • Partnership – A relationship designed to grow with you, providing guidance year after year.

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Our mission is simple: to help you live with financial peace of mind, knowing your plan is clear, your risks are mitigated, and your goals are within reach.

Let’s Work Together

104 Tradewynd Drive STE B, Lynchburg, VA 24502

[email protected]

Call: (833) 833-1657

Advisory services offered through AdvisorNet Wealth Partners. Advantage Financial Planning, LLC and AdvisorNet Wealth Partners are separate entities.

All investment advisory services are provided in conjunction with AdvisorNet Wealth Partners (“AWP”), an SEC registered investment adviser located in Minnetonka, Minnesota at 110 Cheshire Lane, Suite 200 Minnetonka, MN  55305, https://www.advisornetfinancialpartners.com/

The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if AWP is engaged, or continues to be engaged, to provide investment advisory services.

We take protecting your data and privacy very seriously.  As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client.  AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires Paul Pittman in his separate individual licensed capacity, can be engaged to provide insurance sales/services as described on AWP’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

Check the background of Paul Pittman on the SEC’s Investment Advisor Public Disclosure website.

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©2025 by Advantage Financial Planning | Privacy

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