The decisions you make now will shape the rest of your life.

As you prepare for the next chapter, we can help you bring all the pieces of your financial life together.
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Our different approach
leads to a different retirement

We stay with you beyond the plan, helping you adapt confidently in every chapter of retirement, savoring your freedom … and peace of mind.

Retirement Planning
Wealth Management
Investment and Portfolio Management
Fee-Based Financial Planning
401(K) and Pension Rollovers
Estate and Multigenerational Wealth Planning
Behavioral Financial Coaching, BFA®

Our Financial Planning Services

Our focus is on serving the financial needs of our nation’s growing retiree population. Within that specialization, we offer general financial services geared towards preparing you to address all the opportunities and challenges of retirement.

If you are not ready to retire but would like to work with us as you prepare, consider our services for Wealth and Investment Management. A good financial plan paired with a properly managed investment portfolio can provide for a solid foundation and successful tomorrow.

Take control of your future. Let’s get started today.

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Retirement Income Planning

Hunt Country Wealth Management specializes in putting clients on a guided path to their next chapter with the goal of having reliable retirement income. Even if retiring looks like a stretch right now, we’re often able to create a plan for arriving at a comfortable retirement sooner than you’d thought possible.

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Wealth Management

Our well-rounded Wealth Management experience provides guidance and coaching to help you reach your goals in all aspects of your financial life.

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Investment and Portfolio Management

In an environment of robo-advisors, and with many other advisors clustering to outsource their investment management responsibility, Hunt Country Wealth Management keeps your portfolio management in-house.

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Couple reviewing their investments

Fee-Based Planning

Actual written financial plans designed to bring you confidence and clarity. Our aim is that every person we work will have a comprehensive plan and a relationship for the rest of their lives—regardless of how they ultimately invest their money.

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FINRA: Check Your Broker

Women’s Choice Award® Selection criteria and disclosure may be viewed here.

Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Hunt Country Wealth Management and Securities America are separate entities. FINRA registered branch office: 49 S. Loudoun St. Winchester VA, 22601. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. All guarantees are subject to the claims-paying ability of the issuing insurer.