Graves Light Lenhart

Asa Graves is a CFA® charterholder with 31 years of industry experience. He is currently a financial advisor at Graves Light Lenhart, where he has worked since 2018. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing Services for a combined total of nine years. Outside of his advisory work, he is a partial owner of a family farm in Harrisonburg, VA. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a top-down investment approach with strategic asset allocation and a core/satellite portfolio structure, managing approximately $1.08 billion predominantly on a discretionary basis.

Jason Fink is a Series 65-licensed advisor with 12 years of industry experience, currently serving at Graves Light Lenhart. He has been with Graves Light Private Wealth Management since 2019 and is also a managing member of Madison Financial Research, a non-investment advisory consulting firm. Additionally, Fink has been affiliated with James Madison University since 2001. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm manages approximately $1.08 billion, focusing on a top-down investment approach with strategic asset allocation, core/satellite portfolio construction, and tailored fixed-income strategies.

John Light is a financial advisor at Graves Light Lenhart with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he serves as executor and trustee for family trusts and manages a family farm in Virginia. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a top-down investment approach with strategic asset allocation, using ETFs and individual stocks, and integrates portfolio management with comprehensive wealth-planning services.

Ashley Heatwole is a CFP® and CFA® with five years of industry experience. She has worked at Graves-Light Private Wealth Management since 2021 and previously at Shenkman Capital from 2015 to 2020. Heatwole is based in Harrisonburg, VA. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a top-down investment approach with strategic asset allocation, core/satellite implementation using ETFs and individual stocks, and tailored fixed-income allocations.

Jeffrey Lenhart is a Certified Financial Planner® with seven years of experience at Graves Light Lenhart and over sixteen years of prior experience at Lenhart Pettit, PC. He holds a Series 65 license and is based in Harrisonburg, Virginia. Graves Light Lenhart is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.08 billion, primarily on a discretionary basis, and employs a top-down investment approach combining strategic asset allocation with tactical adjustments and a core/satellite portfolio structure.

Nicholas Perrine is a CFP® and Series 65-registered advisor at Graves Light Lenhart with one year of industry experience. He previously worked for 20 years at PBMares, LLP, where he was a partner on the tax side of the accounting and wealth management business and is currently in the partner payout phase. Graves Light Lenhart provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down investment approach with strategic asset allocation, combining ETFs and individual stocks, and manages approximately $1.08 billion predominantly on a discretionary basis.

Asa Graves is a financial advisor with Graves Light Lenhart, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. He has worked at Graves Light Private Wealth Management since 2018 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Graves Light Lenhart serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.08 billion, primarily on a discretionary basis, and employs a top-down investment approach focused on strategic asset allocation, a core/satellite portfolio construction using ETFs and individual stocks, and a preference for higher-quality equities combined with tailored fixed-income strategies.

Ryan Waid is a CFP® professional with over 19 years of experience in the financial and legal fields. He has worked at Hancock, Daniel & Johnson LLC and BotkinRose PLC, and operated his own law practice before joining Graves Light Lenhart in 2026. Graves Light Lenhart serves individuals, pension and profit-sharing plans, trusts, and other entities by combining discretionary and non-discretionary portfolio management with comprehensive planning services. The firm employs a top-down strategic asset allocation approach with tactical adjustments and a core/satellite structure typically focused on ETFs, individual equities, and fixed income.