GRAVES LIGHT LENHART: Acting as a Trusted Financial Expert
GRAVES LIGHT LENHART is a financial advisory firm that has been in the business of providing expert financial advice to clients for over 20 years. Their team consists of highly qualified financial advisors who have a deep understanding of market trends, investment strategies, and financial planning. Their goal is to help clients achieve their financial goals and secure their future through tailored financial solutions.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment strategies based on clients’ unique needs and goals.
- Offers a wide range of financial services, including investment management, retirement planning, estate planning, and more.
- Works closely with clients to monitor their progress and make necessary adjustments to their financial plan.
- Advisors stay updated on market trends and economic conditions to make informed investment decisions.
Facts and Insights
GRAVES LIGHT LENHART has been in the financial advisory business since 1999 and has gained a reputation for providing reliable and expert financial services to individuals and families. They have a team of 10 advisors who are all trained and experienced in different areas of financial planning. The firm takes a holistic approach to financial planning, considering all aspects of a client’s life to provide comprehensive solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth management
Client Types
GRAVES LIGHT LENHART works with a wide range of clients, including high net worth individuals, families, business owners, and professionals. They also have expertise in serving the unique financial needs of retirees, pre-retirees, and divorced or widowed individuals.
Fees & Compensation
GRAVES LIGHT LENHART operates under a fee-based model, where they charge a percentage of the assets under management as their fees. This aligns their interests with those of their clients as they are motivated to help their clients grow their assets. The firm is transparent about their fee structure and ensures that clients understand all fees and costs associated with their services.
Background
The founders of GRAVES LIGHT LENHART, John Graves and Mark Lenhart, are both Certified Financial Planners (CFP®) with decades of experience in the financial industry. They have built a team of advisors who share their commitment to providing clients with expert financial advice and personalized service. The firm is registered with the Securities and Exchange Commission (SEC) and has a clean record with regulatory bodies.
Financial Advisor Disclosures to Know
GRAVES LIGHT LENHART has a strict code of ethics and follows all rules and regulations set by governing bodies. As a fiduciary, they are required to act in the best interests of their clients at all times. They have no disclosures to report, demonstrating their commitment to transparency and ethical practices.