Edward Jones
Financial Advisors
· Lynchburg, VA
Published in partnership with Edward Jones - Financial Advisor: Matthew S Burkey, CEPA®|AAMS®
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Matthew S Burkey is a Financial Advisor with Edward Jones in Lynchburg, VA, specializing in estate planning, retirement strategies, and business succession planning. As a Certified Exit Planning Advisor® (CEPA®) and Accredited Asset Management Specialist™ (AAMS®), he works with entrepreneurs, business owners, and individuals to develop comprehensive wealth and retirement income strategies. Matthew offers personalized financial guidance including charitable giving strategies, business retirement plans, and legacy planning.
Best for: Business owners planning succession, Entrepreneurs seeking wealth strategies, Individuals focused on retirement income planning, High-net-worth families planning estates
Service area: Lynchburg, Virginia and surrounding areas
Business Exit Planning Expertise: Holds the CEPA® (Certified Exit Planning Advisor) credential, providing specialized guidance for business owners planning succession and exit strategies.
Full-Service Wealth Management: Offers comprehensive planning including retirement income strategies, estate and legacy planning, charitable giving strategies, and business retirement plans tailored to individual needs.
Edward Jones Support: Backed by Edward Jones' established infrastructure and resources, with an office team including a Sr. Branch Office Administrator to support client service.
Book online: Book Online Now →
Phone: (434) 534-3023
Address: 1216 Greenview Dr Suite B, Lynchburg, VA 24502 (Get directions)
Website: edwardjones.com