Empowering Clients
Our Mission
"Our mission is to empower our clients through a collaborative discovery process, helping them define their financial goals and create a clear, actionable plan. We are committed to guiding our clients every step of the way—designing personalized strategies, providing tools for easy progress tracking, and continuously refining the plan to adapt to life's changes and new aspirations."
The Value You Receive
The Benefits of working with us include:
Identify Risks Early
Discover and address financial risks before they impact your future.
Plan Ahead
See potential gaps before they arise and prepare for life’s transitions.
Set Measurable Milestones
Track your progress and celebrate financial wins.
Stay on Track
Regular reviews and adjustments keep your plan aligned with your goals.
Confidence for Life
Know your finances are in good hands, with expert guidance every step of the way.
Calculators
Financial calculators for helping you plan
Contact Us
Please feel free to contact us with any questions.
Videos
Check out some pertinent financial planning videos
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Who We Serve
We help families, professionals, and small business owners create clarity and direction for their finances—whether you’re preparing for retirement, building wealth, or protecting what you’ve earned.
Individuals & Families
Plan for education, retirement, and legacy.
Business Owners
Protect your company and maximize value.
Pre-Retirees
Build a reliable income stream for your next chapter.
Why Choose McCown Financial Group
Proven Experience
Led by licensed professionals with decades of combined experience and advanced FINRA licenses.Trusted Partnerships
Offering securities and investment advisory services through NYLIFE Securities LLC and Eagle Strategies LLC for commitment and transparency.Continued Support
We don’t just build plans—we walk with you, refining strategies as life evolves.Local Commitment
Rooted in Lynchburg, VA, we combine national expertise with small-town care.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
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