Chris Merchant

Founder of Hunt Country Wealth Management

An award-winning CERTIFIED FINANCIAL PLANNER™, Fiduciary, Behavioral Financial Advisor™, and bestselling author of On Investing Well: The Elements of Good Investing.

At Hunt Country Wealth Management, our why is based on the experiences of growing up in a typical, small Virginia community where economic struggles and scarcity was often commonplace, where most families experienced the volatility of lower-to-middle-class America and where you learned the meaning of hard work, grit and dealing with economic unpredictability.

I started my career during the recession in 2005 and, in 2007, embraced the opportunity to work for Middleburg Investment Services, a division of Middleburg Financial Corporation. During my tenure I developed a footprint for the firm in Ashburn and Reston, Virginia and was instrumental in developing Middleburg Bank’s Commercial Insurance line.

In 2017, my vision was to create an independent financial planning firm focused specifically on protecting and optimizing retirement income. My wife Heather and I combined our fields of expertise to open Hunt Country Wealth Management. We pride ourselves on translating high-level financial planning expertise into practical, highly personalized guidance to individuals, families and business owners in or near retirement.

Professional Credentials

  • Investment Advisor Representative
    Certified Financial Planner Board of Standards, Inc.
  • Behavioral Financial Advisor™
    Kaplan Financial Education

Securities Exams Passed:

  • Series 7- General Securities Representative Exam
    Series 66- Uniform Combined State Law Examination

Insurance Licenses:

  • Life, Accident and Health
  • Long-Term Care and Medicare Specialist
    Property & Casualty

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: 46 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.