Emily Eshleman (CFP®)

Emily Eshleman focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Generation X
  • Investment Advice with Ongoing Management

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

Emily graduated from Liberty University with a passion to serve others through financial counselling. In the fall of 2014, Emily joined the HSC team as a Financial Planning Analyst Intern while working on her bachelor’s degree. After graduating in 2015, Emily transitioned into the role of Assistant Financial Planner, then passed the CERTIFIED FINANCIAL PLANNER™ exam in November of 2017. Prior to attending Liberty, Emily earned her Associates Degree in Business Administration from Raritan Valley Community College in New Jersey.

Emily and her husband Addison live in Lynchburg. Together they enjoy travelling and all things active or social. In her free time, Emily can be found, running, painting, watching sports with Addison, and investing in her church community.

NAPFA Start Date

May 31, 2018

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This Office

1563 Crossings Center Dr Ste 100 Forest, VA 24551-4887 Phone: (434) 316-9356 Fax: (434) 316-9357