Financial Advisor in Lynchburg, Virginia
Servus Capital Management is a fee-only, fiduciary financial advisor located in Lynchburg, VA — serving families, small businesses, and nonprofits across the Lynchburg area since 2009. No commissions. No account minimums. Just straightforward, purpose-driven guidance built around your financial life.
Rooted in Lynchburg. Committed to Your Financial Future.
Lynchburg isn't just the area we serve — it's where we live. Servus Capital Management has worked alongside Lynchburg families, business owners, and nonprofits for more than 15 years, including employees of BWXT, Framatome, Centra Health, Liberty University, TRBC, and Lynchburg City Schools navigating employer-specific retirement decisions.
We serve clients across Lynchburg's neighborhoods and communities — from Boonsboro and Wyndhurst to Peakland and Madison Heights — as well as surrounding communities including Amherst, Rustburg, and beyond. Zip codes served include 24501, 24502, 24503, 24504, 24505, and 24506.
As a fee-only RIA, the only compensation we receive comes directly from our clients. No commissions, no referral fees, no product incentives. And with no account minimums, our guidance is available to Lynchburg families at every stage — not just those who already have significant assets in place.
Financial Planning and Investment Management Services in Lynchburg, VA
We proudly serve individuals, families, business owners, and nonprofits throughout the Lynchburg region, offering guidance that integrates purpose, values, and long-term strategy.
Financial Planning for Lynchburg Families
Comprehensive, coordinated planning for every stage of life — retirement income design, tax strategy, estate planning, education funding, risk management, and day-to-day cash flow decisions. Every plan is built around your values and your specific financial picture, not a standardized template.
Investment Management in Lynchburg
Disciplined, actively monitored portfolio management using proprietary research-driven models. Your investments aren't left on autopilot — they're reviewed and adjusted as your life and market conditions change, always aligned with your long-term goals.
Small Business Financial Planning
Lynchburg's small businesses are the backbone of the local economy. We help business owners design retirement plans, manage cash flow, coordinate tax strategy, and plan for continuity — so the business strengthens your personal financial future rather than competing with it.
Nonprofit & Ministry Advisory Services
We support nonprofits, ministries, and churches across Lynchburg with endowment management, investment oversight, donor gifting strategies, and reserve fund planning — always with stewardship and mission at the center.
Purpose-Driven Performance
Performance is about more than returns—it’s about supporting the life you feel called to live. We measure success not against market benchmarks, but against
purpose:
your family’s freedom, your ability to give, your peace, and your long-term goals.
Total Transparency
With Servus, you always know:
✔ What you own
✔ What it costs
✔ Why it’s in your portfolio
We operate on a simple, level, asset-based fee—no commissions and no hidden incentives.
Our Vision
“At Servus Capital Management, our purpose is clear—to help people achieve the purpose and plan that God has for their life. Investment management is about more than returns; it’s about stewardship. Every portfolio should serve your mission, not distract from it.”
—
Allan Malina, Founder
Faith-Informed Financial Planning in Lynchburg
Every Servus engagement begins with a conversation about your values, your goals, and the life you're working toward. Faith informs our perspective and
our planning philosophy
— but our door is open to everyone in the Lynchburg community, regardless of background or belief.
Why Lynchburg Families Choose Servus Capital Management
Fee-only and fiduciary
we work for you, not for a commission. Our only compensation comes from client fees, with zero product incentives of any kind.
No account minimums
quality, conflict-free financial guidance shouldn't be reserved for those with $500,000 already in the bank. We work with Lynchburg families at every stage.
Locally rooted since 2009
we've served Lynchburg families, businesses, and nonprofits for more than 15 years. This is our community.
Employer-specific retirement guidance
we know the retirement plans at Lynchburg's major employers and help employees make decisions tailored to their specific plan rules and options.
Active, research-backed investment management
proprietary models that adapt to changing market conditions rather than tracking an index regardless of risk.
Find Out Where You Actually Stand — For Free
The first step isn't a sales pitch. It's a free discovery conversation about your current financial picture, your goals, and what a plan would look like. No obligation and no pressure — just clarity.
Serving Lynchburg (24501–24506), Forest, Bedford County, Roanoke, Amherst, Rustburg, Madison Heights, and clients across Central Virginia.
(434) 316-0246 | info@servuscm.com
