Client Updates

Stay Up-To-Date On Current Financial News.

elderly man drawing a picture with a baby

Graves Light Lenhart January ’22 Market Commentary

February 4, 2022

New Year optimism quickly turned to caution as the major U.S. stock indices ran into trouble.

Tips For Preventing Fraud

February 2, 2022

How To Protect Yourself From Ransomware

February 2, 2022

How Your Information Is Protected

February 2, 2022

Q1 2022 Newsletter

January 19, 2022

Graves Light Lenhart November ’21 Market Commentary

December 3, 2021

This newsletter contains an update on the market and a timeline of events for November 2021.

elderly woman smiling while at her laptop

Graves Light Lenhart October ‘21 Market Commentary

November 3, 2021

Markets quickly recovered during the month of October, with limited hangover effects following a sluggish end to the third quarter.

Q4 2021 Newsletter

October 18, 2021

Our 4th Quarter Newsletter for our valued clients.

mountains and valleys

2021 · WHAT ISSUES SHOULD I CONSIDER BEFORE THE END OF THE YEAR?

October 15, 2021

Asa W. Graves VII, CFA ®

Principal | President & Chief Investment Officer

J. Douglas Light

Principal | Director of Wealth Management

Jeffrey G. Lenhart, JD, LLM, CFP®

Principal | Director of Wealth Strategies & Chief Compliance Officer

A. Wesley Graves, VI

Director of Wealth Management

Ashley "Ash" Heatwole, CFA®, CFP®

Principal | Director of Wealth Management

Nicholas A. Perrine, CPA, CFP®

Director of Wealth Strategies

Jason Fink, PhD

Director of Research

Kathleen M. Graves, JD

Compliance Manager

Angela Moats

Senior Client Associate

Kara Morgan

Senior Client Associate