James Quintin Mullins

SVP & Wealth Manager

CFP®

Piedmont Wealth Management131 W. Davis Street, Culpeper, VA 22701

Languages: English

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Business Owners, GenX, Retirees or Seniors

Major Milestones I Specialize In

Buying a Home and Relocation, Early Retirement or Financial Independence, Retirement Planning

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

We are planning based. Our process it to understand your current financial situation and determine if your goals can be accomplished. We interview extensively to fully understand your goals and collect data to support your plan. We use our cash flow planning approach to forecast potential outcomes for you. Our process creates action items that will improve your plan's potential success.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.