Financial Advisor in Lynchburg, Virginia
Purpose-Driven Financial Planning & Investment Management for Lynchburg Families
Lynchburg is home for us—home to families, small businesses, ministries, and retirees who want more than traditional financial advice. They want guidance rooted in stewardship, wisdom, and purpose.
At Servus Capital Management, we serve the Lynchburg community with fiduciary, fee-only financial planning and disciplined investment management designed to help you live intentionally and confidently.
Whether you’re preparing for retirement, managing investments, navigating taxes, or leading a nonprofit, our mission is simple:
To help you achieve the purpose and plan that God has for your life—using your financial resources wisely, intentionally, and with direction.
Financial Services Available 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, purpose-driven planning for every stage of life—including retirement income design, estate planning, tax strategy, education funding, and daily cash-flow decisions.
Investment Management in Lynchburg
Disciplined, research-backed, actively monitored investment strategies that remove emotion from the process and align your portfolio with your long-term goals and values.
Small Business Financial Planning
Lynchburg is built on strong small businesses. We support business owners with:
- Retirement plan design
- Cash-flow systems
- Tax-efficient strategies
- Continuity and succession planning
All designed to strengthen both the business and your personal financial future.
Nonprofit & Ministry Advisory Services
We support ministries and nonprofits across Lynchburg with:
- Endowment and reserve fund management
- Investment oversight
- Donor gifting strategies
- Governance support
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, Purpose & Financial Health
Your investments are a reflection of your values. By aligning your portfolio with your faith and long-term purpose, we help ensure that every dollar you steward contributes to the greater mission of your life and family—serving clients throughout
Lynchburg, Forest, and Bedford County, Virginia with guidance rooted in integrity, stewardship, and purpose.
Why Lynchburg Families and Businesses Choose Servus Capital Management
Fiduciary, Fee-Only Commitment
We serve you—not commissions, products, or sales quotas.
Purpose-Driven Strategy
Your values, goals, and faith guide every recommendation.
20+ Years of Experience
Decades of guiding Virginia families through market cycles and life transitions.
Active, Research-Backed Investment Strategies
Our proprietary models help manage risk and adapt to changing markets.
Local Relationships, Long-Term Partnership
We serve people, not portfolios. Lynchburg is our community, and we walk with you through every season.
Live With Purpose. Plan With Confidence.
Whether you’re raising a family, entering retirement, running a business, or stewarding a ministry in Lynchburg—your financial plan should support your purpose, not complicate it.
At Servus Capital Management, we’re here to guide you with integrity, discipline, and a heart for service.
