Financial Advisor in Bedford County, Virginia

Purpose-Driven Financial Planning & Investment Management for Bedford County Families



Bedford County is a community built on faith, family, and strong values. From Smith Mountain Lake to Forest and the Town of Bedford, families here want more than just financial advice—they want guidance rooted in stewardship, clarity, and long-term purpose.


Servus Capital Management provides fiduciary, fee-only financial planning and disciplined investment management for individuals, families, retirees, business owners, and nonprofits throughout Bedford County. Our mission is to help you make wise, confident decisions that reflect what matters most in your life.


Whether you're preparing for retirement, investing for the future, planning your estate, or leading a ministry, our purpose remains constant:


To help you achieve the purpose and plan that God has for your life—by stewarding your financial resources with intention and wisdom.

Financial Services Available in Bedford County, VA

We proudly serve families and organizations across Bedford, Forest, Smith Mountain Lake, Lynchburg, and all of Central Virginia, providing financial guidance that integrates purpose, values, and practical strategy.

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Financial Planning for Bedford County Families

Comprehensive, purpose-driven planning for every stage of life—including retirement income design, estate planning, tax strategy, education funding, and daily cash-flow decisions.

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Investment Management in Bedford County, VA


Our disciplined, research-backed investment strategies are designed to help you invest wisely—removing emotion from the process and keeping your portfolio aligned with your long-term goals.

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Small Business Financial Planning

Bedford County is home to many locally owned businesses and entrepreneurs. We support business owners by offering:



  • Retirement plan design (SEP, SIMPLE, 401(k))
  • Business tax coordination
  • Cash flow & compensation planning
  • Business continuity and key-person strategies


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Nonprofit & Ministry Advisory Services in Bedford County, VA

From churches to community missions, Bedford County nonprofits play a vital role. We help leaders steward resources wisely through:



  • Endowment & reserve fund planning
  • Donor gifting strategies
  • Investment oversight & policy development
  • UPMIFA-aligned spending strategies


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Purpose-Driven Performance

Success is measured by more than returns. For us, performance means supporting the life you feel called to live—your generosity, your security, your peace, and your long-term goals.

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Total Transparency

As a fee-only fiduciary, we provide:


  • Clear, transparent pricing
  • No commissions
  • No product sales
  • No hidden incentives



You always know what you own, what it costs, and why.

Our Vision

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Faith, Purpose & Financial Health

Your investments should reflect your beliefs and long-term purpose. We help families in Bedford County, Lynchburg, and Forest align their financial lives with the mission God has placed on their hearts—bringing structure, wisdom, and intention to every decision.

Why Bedford County Families Choose Servus Capital Management

  • Fiduciary, Fee-Only Commitment

    We work solely for you—not commissions or product incentives.

  • Purpose-Driven Strategy

    Every financial plan begins with your story, goals, and values.

  • 20+ Years of Experience

    Guiding families through every market environment and life transition.

  • Active, Research-Backed Investment Strategies

    Disciplined and data-driven—never emotional or reactive.

  • Local Relationships, Long-Term Partnership

    Serving our neighbors with personal care and integrity.

Live With Purpose. Plan With Confidence.

Whether you're preparing for retirement, raising a family, growing a business, or stewarding a ministry in Bedford County—your financial plan should support your calling, not complicate it.


At Servus Capital Management, we help you move forward with wisdom, discipline, and purpose-driven financial guidance.



📍 Serving Bedford County, Forest, Lynchburg, and all of Central Virginia