Live With Purpose.
Plan With Clarity.
Independent, fiduciary, and fee-only financial guidance in Forest and Lynchburg, Virginia—serving individuals, families, and nonprofits who want their money to reflect their mission.
Our Purpose
Why Plan with Purpose?
Life moves fast, and it’s easy to lose sight of where you're going. The numbers matter, but we believe financial guidance should reflect something deeper: your purpose.
At
Servus Capital Management, we help you align your finances with what matters most. We believe purpose is the foundation of good stewardship, and financial planning is the process that turns that purpose into action — helping you live with freedom, confidence, and direction.
The Purpose Driven Finances Podcast offers practical strategies and faith-informed insights to help you align your finances with your values—so you can make confident decisions for your family, your future, and ultimately live out the purpose God has planned for your life.
Our Services
Financial Planning
Purpose-driven guidance for every stage of life.
Comprehensive planning for retirement, tax strategy, estate planning, education funding, and daily financial decisions—designed to help families in Lynchburg and Central Virginia live with direction and confidence.
Investment Management
Disciplined, fiduciary portfolio management.
Research-driven, actively monitored investment strategies tailored to your goals, values, and risk comfort—helping you invest wisely and stay aligned with your long-term purpose.
Small Business Financial Planning
Financial strategy for business owners and their teams.
Retirement plan design, cash flow optimization, tax coordination, and continuity planning for small businesses across Lynchburg, Forest, and Bedford County—built to strengthen your company and your personal financial future.
Nonprofit Financial Planning
Stewardship-focused guidance for nonprofits & ministries.
Endowment management, investment oversight, donor strategies, and reserve fund planning to help nonprofit leaders make wise, mission-aligned financial decisions that support long-term impact.
Our Philosophy
Financial planning isn't just about math. It's about aligning your resources with your values—so you can live intentionally, not reactively. That’s why we don’t follow market fads. Instead, we follow a disciplined, research-backed framework to manage risk and pursue lasting results.
To help you reflect on your life’s purpose, we recommend these powerful books that have deeply impacted our approach to purpose-driven financial planning:
The Purpose Driven Life by Rick Warren (Christian-based)
Man’s Search for Meaning by Viktor Frankl (Secular)
🎧 Purpose-Driven Giving — Blue Ridge Pregnancy Center of Lynchburg, VA
Air Date: December 20, 2025
As markets transition toward an early Quad 1 environment, clarity matters more than headlines. In this episode of Purpose Driven Finances, Allan breaks down cooling inflation, AI infrastructure headlines, and what current data signals for 2026 — then turns the focus to purpose-driven giving and the vital work of Blue Ridge Pregnancy Center of Lynchburg.
Joined by
Jane Oliver and
Adara Wright, the conversation highlights how local support provides stability, care, and hope for women and families during critical life moments — and how generosity, when aligned with purpose, creates lasting impact.
Contact us today for a free copy as a gift from Servus Capital Management! Let’s start a conversation about aligning your finances with your greater purpose.
How It Works
1. Discover Your Purpose & Goals
We start by listening to your story and clarifying your goals. Every plan begins with purpose—what truly matters to you and the life you want to build.
2. Design a Personalized Strategy
With your objectives in mind, we craft a tailored roadmap. This isn’t a one-size-fits-all approach—it’s a thoughtful strategy built around your values and financial vision.
3. Implement With Confidence
Once your plan is designed, we walk through it together to ensure clarity and confidence. We then help you put the strategy into action, supporting you every step of the way.
4. Review & Refine
Life changes, and your plan should adapt with it. Through regular reviews and ongoing guidance, we keep your strategy aligned with your goals, providing peace of mind in every season.
The name Servus means “servant” in Latin, and that has been our guiding principle since 2009. As a Registered Investment Advisor in Virginia, we are committed to serving our clients with one mission: to align financial health with life’s greater purpose.
From retirement readiness to guiding families through difficult transitions, our clients’ journeys reflect what matters most: financial clarity that empowers freedom, security, and purpose.
Purpose Driven Finances brings Allan’s mission to life with practical strategies and inspiring conversations. Each episode helps listeners use financial planning as a tool to live intentionally, grow in clarity, and pursue what matters most.
Your Top Questions, Answered
People often search Google for questions they should ask a financial advisor. Here are the most common questions, and how we answer them on the "Purpose Driven Finances" podcast and radio show.
Are you a fiduciary?
Yes. As a fiduciary, we are legally and ethically bound to act in your best interest—at all times. No commissions. No product sales. Just transparent, client-first advice
Are you fee-only?
We are a fee-only firm. The only person who pays us is you, the client. We do not receive commissions or third-party incentives of any kind. This means our success is aligned with yours.
Do you monitor my accounts?
We don't believe in a "set it and forget it" approach. Your accounts are actively monitored using proprietary tools and research-driven models to ensure your plan stays aligned with both your life and the markets.
Do you offer financial planning?
Absolutely. We look at your whole financial life—including investments, insurance, retirement, taxes, and charitable giving—to create a coordinated strategy built around your goals and values.
The Questions That Really Matter
Google offers a solid starting point, but the most impactful financial questions are personal. They go beyond products and portfolios and into the real-life choices that define your future. Questions like:
How much can I safely spend in retirement?
Should I pursue divorce from a financial perspective?
Do I have enough life insurance?
Is long-term care something I should plan for now?
These aren’t just money questions, they’re life questions. At Servus Capital Management, we help you navigate them with clarity, purpose, and experienced guidance tailored to your unique path.
Our Process: Simple, Not Superficial
We've simplified the planning process so you can get started without losing depth:
Discovery
Let’s have a conversation about your goals, values, and current financial picture.
Design
We build a personalized strategy using research-driven models and risk-adjusted recommendations.
Support
We meet regularly, monitor your portfolio, and adjust your plan as needed.
Our Process: Simple, Not Superficial
A purpose-first approach, informed by faith, delivered with expertise and compassion.
Stewardship at the Center
Financial planning is stewardship—aligning your resources with your values so you can live your purpose with confidence. Faith informs our perspective, but our door is open to all.
Holistic Planning for Every Season
We integrate every piece of your financial life—cash flow, risk, retirement, investments, tax, and estate—into one clear plan that supports both your goals and your purpose.
Independent, Fiduciary, and Accessible
As an RIA since 2009, we are legally bound to put your interests first. With no account minimums, our guidance meets you where you are.
Compassionate Guidance, Informed by Faith
From celebrating milestones to walking through loss, we serve with empathy, patience, and passion. Our calling is to walk alongside you in every season of life.
Ready to Align Your Finances with Your Purpose?
Whether you're planning for retirement, running a nonprofit, or managing family wealth—we’d be honored to walk with you.
Serving Forest, Lynchburg, and Bedford, and clients nationwide via virtual meetings
