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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
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.