Brian R. Carlton

Brian R. Carlton

| CFP®, LHIC, MBA

HSC Wealth Advisors

(434) 316-9356

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Independent Financial Planner located in Lynchburg, VA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • supersaver

Website

Our Other NAPFA Members

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1563 Crossings Centre Drive
Suite 100
Forest, VA 24551

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Brian is a CERTIFIED FINANCIAL PLANNER™ Professional serving the Lyncburg, VA area. Brian has followed his passion for helping people by serving in the US Peace Corps/Korea, having an early career as a nursing home administrator, and then establishing his own comprehensive, fee-only practice, Carlton Financial Services.



Education:

Virginia Tech, BS, Finance
Old Dominion University, MBA
College for Financial Planning

Credentials:

Certified Financial Planner (CFP®)
Licensed Insurance Consultant (Life/Health) -Virginia
Former Licensed Nursing Home Administrator
NAPFA Registered Financial Advisor

Life Experience:

Brian has followed his passion for helping people by serving in the US Peace Corps/Korea, having an early career as a nursing home administrator, and then establishing his own comprehensive, fee-only practice, Carlton Financial Services. In 2000, he merged this practice with Rick and Sandy to form Huff, Stuart & Carlton. Brian brings expertise and focus to critical financial decisions facing women and older individuals.

Brian is married to Elizabeth Sumpter, has 3 children and enjoys reading, hiking, and various marathons and triathlons.
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HSC Wealth Advisors is a fee-only wealth management firm based in Forest, Virginia providing professional, wealth management and financial planning services. Our collaborative team of fiduciary fee-only advisors provides custom planning and ongoing support for:
  • Retirement Planning
  • Investment Management
  • Estate, Trust & Tax Planning
  • Insurance Analysis
  • Philanthropic Guidance
  • Education Planning
Clients who hired HSC looked for professionals who have the skills to get the job done and found professionals who have a depth and breadth of industry knowledge. We understand your family goals, and put your best interest behind every decision.

Being “on your side” begins to capture the spirit of a fiduciary relationship. Notably, a fiduciary obligation imposes the highest possible standard of duty that one party can owe another under the law. A fiduciary only recommends what is in your best interests. A fiduciary relationship is a legal obligation assuring you of advice and direction that is best for you.

We have been serving clients in Virginia and other states for over 30 years. Many of our clients are preparing for or are already enjoying retirement in Lynchburg, Bedford, Smith Mountain Lake, Roanoke, Charlottesville and beyond.
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