Lynn Diveley (CFP®)

Lynn Diveley focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

We help individuals manage and preserve their assets through sound investment management and financial planning advice. As a "fee only" planner our only compensation comes directly from our clients and not through the sale of products assuring them that all recommendations are unbiased. In addition, as a Registered Investment Advisor we are held to a Fiduciary Standard, so we must keep all clients interests first.

NAPFA Start Date

February 27, 2003

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This Office

7202 Glen Forest Dr Ste 300 Richmond, VA 23226-3780 Phone: (866) 877-6561

Other Offices

1450 Commerce Rd Ste 6 Staunton, VA 24401-9031 Phone: (866) 877-6561 Fax: (540) 248-2277