Advanta Wealth Management is a fee-only registered investment advisory based in downtown Lynchburg, Virginia. The firm provides financial guidance to people navigating retirement, career changes, layoffs, and other transitions, with a primary focus on helping clients prepare for retirement. Its advisors help clients make informed decisions about when they may be able to retire, how to create retirement income, and how Social Security, taxes, healthcare, and investments fit into a broader plan.

Advanta’s services include a complimentary Retirement Paycheck Plan, designed to clarify potential retirement timing, spending, and income sources; focused investment planning and ongoing portfolio management tailored to clients’ goals and risk tolerance; and workplace plan management to help participants evaluate investment options and make the most of employer retirement benefits. The firm also offers an initial conversation for people seeking guidance or a second opinion.

Advanta describes itself as fee-only and fiduciary, stating that it is paid by clients rather than through commissions or product incentives and is legally required to act in clients’ best interests when providing investment advice. It serves people at various stages and asset levels, including those approaching retirement and those investing through employer plans.