Joseph Eskridge (CFA®, CFP®, MBA)

Planning Specialties

Our collaborative team of fiduciary, fee-only advisors provides custom planning and ongoing support for:

  • Cash Flow Planning
  • Investment Planning
  • Retirement Planning
  • Estate, Trust & Tax Planning
  • Insurance Planning
  • Philanthropic Planning
  • Education Planning

Additional Information

Joe has built a career in the financial industry gaining experience in mergers and acquisitions and serving as a trust and investment management advisor. Additionally, his role in managing the operating and capital budgets of an insurance and wealth management segment provides valuable experience to the business community.

Besides financial planning, Joe’s primary interest includes serving in the leadership of the Kiwanis Club of Lynchburg; additionally, he has volunteered countless hours to community-based projects with the Rivermont Evangelical Presbyterian Church, First Presbyterian Church, First Presbyterian Weekday School and LACIL Disability Services. He also is an alumnus of Leadership Lynchburg and enjoys playing racquetball and watching college football. Joe lives in central Virginia with his wife, Beth, and their three daughters, Emmaline, Elizabeth and Ella. The elements that make him a trusted fiduciary—loyalty, commitment and enthusiasm—also make him a great husband and father.

NAPFA Start Date

March 28, 2012

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This Office

4925 Boonsboro Rd # 248 Lynchburg, VA 24503-2240 Phone: 434-316-9356 Fax: 434-316-9357