Financial Advisor in Forest, Virginia

Purpose-Driven Financial Planning & Investment Management for Forest Families


Forest, Virginia is a growing community filled with families, professionals, retirees, and small businesses who want financial guidance they can trust—guidance rooted in wisdom, stewardship, and purpose.

At Servus Capital Management, we provide fiduciary, fee-only financial planning and disciplined investment management for the Forest community, helping you make decisions with confidence, clarity, and long-term direction.

Whether you are planning for retirement, investing for the future, navigating taxes, or guiding a nonprofit, our mission remains the same:


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

Financial Services Available in Forest, VA

We proudly serve individuals, families, business owners, and ministries throughout Forest and Central Virginia—offering guidance that integrates purpose, values, and long-term planning.

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Financial Planning for Forest 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 Forest, VA

Our research-backed, actively monitored investment strategies help you stay grounded through changing markets. Every portfolio is built to reflect your goals, values, and long-term purpose—not emotions or market noise.

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Small Business Financial Planning

Forest is home to entrepreneurs and locally owned businesses that support the heart of our community. We help business owners with:


  • Retirement plan design (SEP, SIMPLE, 401(k))
  • Cash-flow systems
  • Tax-efficient business planning
  • Continuity and succession strategies



Strengthening both your business and your personal financial future.

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Nonprofit & Ministry Advisory Services in Forest

We help churches, ministries, and nonprofits steward resources wisely through:



  • Endowment & reserve fund planning
  • Investment oversight
  • Donor gifting strategies
  • Spending policy development
  • Mission-aligned investment strategy


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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

With Servus, you always know:


  • What you own
  • What it costs
  • Why it’s in your portfolio



We operate as a fee-only fiduciary—no commissions, no product sales, no hidden incentives.

Our Vision

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Faith, Purpose & Financial Health

Your financial life should reflect your beliefs and long-term goals. By aligning your investments with your purpose, we help ensure that every decision you make contributes to the mission God has placed on your life.

We proudly serve families throughout Forest, Lynchburg, Bedford County, and Central Virginia.

Why Lynchburg Families and Businesses 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 planning for retirement, growing your investments, managing a business, or leading a ministry in Forest—your financial plan should support your calling, not complicate it.


At Servus Capital Management, we walk with you through every season of life with clarity, stewardship, and purpose-driven guidance.


Serving Forest, Lynchburg, Bedford County, and Central Virginia