Our process will clarify your financial picture and help you understand what’s possible. We’ll provide expert advice and ongoing support for aligning your time and money with your values. We believe in taking a simple, disciplined approach that minimizes fees, taxes, emotional biases, and conflicts of interest. What sets Oakleigh apart? -We take a holistic approach to your well-being. What does it matter if you have climbed the ladder, saved money on taxes, and made better investment decisions if you haven't answered the deeper questions of "why" and "for what purpose?" - We are retirement income specialists. Navigating the transition to retirement requires a different set of skills than what got you here. - We are tax planning experts. While you were working, you likely had very little control over the taxes you owed, but this changes in retirement when you have multiple sources of income and more control over the timing and amount of taxes you pay. - We are fiduciaries. We are held to a higher standard than many advisors or financial salespeople affiliated with banks, brokerages, or insurance companies. As an independent investment advisor, we only answer to our clients. - We are flat-fee-only. "Fee-only" means that we're paid directly by our clients with no hidden commissions or kickbacks for selling certain products. We also charge a flat fee, not a percentage of your assets under management. Managing a $3 million portfolio is no more difficult for us than one that's $1 million. So why should you pay three times as much? - We know Social Security and healthcare. We'll help you decide when to take Social Security and can help you navigate Medicare and how to plan for health and long-term care. Contact us for a free consultation. Whether or not we are the right advisor for you, I would love to learn about your situation and help you find a skilled advisor who is committed to the same values of integrity, transparency, and expertise.

Philip Swann is a financial advisor with Well-Planned Financial LLC in Staunton, VA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior work includes roles at Providence Asset Management, Cetera Advisor Networks, and The Henderson Group, as well as over three decades with Swann Construction, Inc. He is the sole advisor at his independent firm. Well-Planned Financial LLC provides investment management and financial planning services to individual and high-net-worth clients, along with employee benefit plan consulting and implementation. The firm emphasizes passive portfolio construction using index funds and ETFs, incorporates third-party managers and model portfolios, and offers both discretionary and non-discretionary account management, with a notable focus on pension and profit-sharing plan clients and educational seminars.

Gregory Harris is the sole advisor at Klaren Capital, an independent firm based in Waynesboro, VA. He holds a Series 66 designation and has 20 years of industry experience, including 17 years with Klaren Capital. Klaren Capital provides financial planning and portfolio management services to individuals as well as institutional and non-profit clients, including pension and profit-sharing plans, trusts, and foundations. The firm employs proprietary quantitative risk-management models and a long-term market-timing approach, utilizing exchange-traded funds alongside other investment vehicles to manage risk and achieve client objectives.

Timothy Armstrong is a CFP® with 19 years of industry experience, currently serving as the sole advisor at Armstrong Financial, Inc. in Crozet, VA. He has been with Armstrong Financial since 2015. Armstrong Financial provides investment advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, consulting, and financial planning. The firm combines passive investment vehicles with active strategies, including option-writing and technical analysis, aiming to tailor advice to client objectives using a mix of fundamental analysis and modern portfolio theory.

John Mumper is a financial advisor at Patina Wealth in Crozet, VA, holding a Series 65 designation with seven years of industry experience. He previously worked at Xenith Bank from 2011 to 2018 before joining Patina Wealth, where he has been since 2018. Patina Wealth serves individuals, including high-net-worth clients, pension and profit-sharing plans, businesses, and charitable organizations by providing portfolio management, financial planning, and investment consultation. The firm employs a long-term, buy-and-hold investment approach primarily using mutual funds and ETFs, and offers educational workshops and participant-focused retirement plan education.

Samuel Harris is a financial advisor at Patina Wealth with nine years of industry experience. He holds a Series 65 designation and has worked at Patina Wealth and its predecessor firms since 2016, following a twelve-year tenure at Tfs Capital. Patina Wealth serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with portfolio management, financial planning, and investment consultation. The firm employs a fundamentally driven, long-term investment approach primarily using mutual funds and ETFs, and offers educational workshops and participant-focused retirement plan education.

David Cunningham is a ChFC® credentialed advisor with 13 years of industry experience. He is a principal at Sherpa Financial Guides, Inc. and also associated with AE Wealth Management, LLC. Outside of his advisory work, he owns and operates a farming business on his 70-acre property in Afton, VA, and provides personal tax return preparation and accounting services. Sherpa Financial Guides, Inc. offers investment advisory and financial planning services to individual and high-net-worth clients. The firm manages portfolios through discretionary and non-discretionary accounts and provides planning in areas including investment strategy, risk management, and estate planning.

Thomas Grinnell is a financial advisor at Sherpa Financial Guides, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management, LLC and Bb&T Investment Services, Inc. Grinnell is also a partner and owner involved in insurance sales and services. Sherpa Financial Guides, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $5.9 million in assets. The firm offers tailored portfolio management and planning services using various investment strategies aligned with clients’ objectives and risk tolerance.

Scott Hoover is a financial advisor with Lexington Hill Partners, LLC, holding a Series 65 designation. He has been with Lexington Hill Partners since 2026 and previously worked at Washington and Lee University for 25 years. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, including trusts and corporate entities. The firm focuses on long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Holly Ruff is a CFA® charterholder with 18 years of industry experience, currently serving at Alpha Omega Wealth Management, LLC. She previously worked at Diveley Lind & Associates for 11 years before joining Alpha Omega Investment Advisors in 2016. Outside of her advisory role, she is a member of Green Acres of Cherry Grove LLC, a family farm. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach includes tailored asset allocation, fundamental analysis, and the use of derivatives within separately managed accounts, alongside comprehensive household finance administration and multi-generation education.

Rebecca Lees is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Prior to joining Core Planning, she worked for Northrop Grumman for 20 years. She also owns Purpose Financial Coaching, a financial education and coaching business focused on budgeting solutions. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using a combination of in-house advice, third-party money managers, and model portfolios, with a focus on aligning client goals, time horizons, and risk tolerances.

Michael Mc Cue is a financial advisor at Sound Income Strategies, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked for Tiger Solar Company for six years and was involved with Bounty and Soul for two years. Sound Income Strategies manages approximately $4.0 billion in client assets, serving a diverse client base including individuals, pension plans, trusts, estates, corporations, and other advisers. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network and offering specialized services such as sub-advisory ETF management and family-office style solutions.

Taysha Patterson is a financial advisor with Cornerstone Wealth Management, LLC in Staunton, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for 13 years before joining Cornerstone and LPL Financial in 2016. Outside of her advisory work, she is involved with Millstone Farms, a non-investment-related business. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses advisor-led discretionary management alongside LPL-sponsored programs, emphasizing tailored investment advice, continuous account supervision, and a blend of fundamental, quantitative, and qualitative analysis.

Elizabeth Welcher is a financial advisor at Cornerstone Wealth Management, LLC with eight years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for ten years before joining Cornerstone and LPL Financial in 2019. In addition to her advisory role, she serves as a notary public. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm utilizes a multi-brand model with a range of LPL-sponsored programs and integrates in-house advisors, third-party managers, and algorithm-driven models to deliver tailored investment advice.

Stephen Coffman is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes seven years at United Brokerage Services, Inc. Outside of his advisory role, he is a part-time official with the Piedmont Basketball Officials Association and serves as an instructor with Phoenix TS. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses using a goals-based planning approach supported by proprietary software and an evidence-based investment framework.

Patrick Peason is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 17 years of industry experience. He has been with Sound Income Strategies since 2016 and also owns Peason Financial Group, where he is involved in the sale of fixed and indexed annuities and insurance. Peason serves as a training coach at Advisors Academy, focusing on sales practices for insurance producers and advisors. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes customized managed portfolios with a focus on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and training.

Laura Strickler is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and 14 years of industry experience. Her career includes roles at Raymond James Financial Services Advisors and LPL Financial. She is also a commissioned notary. Cornerstone Wealth Management serves a broad client base including individuals, trusts, pension plans, corporations, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice with continuous account supervision and integrates multiple management approaches and technology platforms to support a high client load across its 91 advisors.

Michele Thompson is a financial advisor at AlphaStar Capital Management with a Series 65 credential. She has experience working at Cash Financial LLC since 2021 and previously operated Thompson's Custom Cleaning for 14 years. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, estates, small businesses, pension plans, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a combination of predefined model portfolios and customized strategies that use quantitative analysis, momentum evaluation, and third-party research.

Sidney Smith is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Royal Fund Management since 2013 and has operated a separate independent licensed insurance agency specializing in life and annuity products since 2005. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants with portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement investment strategies tailored to clients’ risk tolerances and offers access to select non-traded REITs and an options-writing overlay.

Robin Cash is a financial advisor with AlphaStar Capital Management who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with AlphaStar since 2016 and also has experience with The Callahan Group and Guardian Life Insurance. Outside of advisory work, he owns Cash Financial, LLC, where he operates as an insurance agent. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management through both model and custom strategies, utilizing quantitative analysis and third-party research.