Loper Financial: SML Vendor Showcase

Building on the success of its Lynchburg headquarters, Loper Financial has expanded its services to meet the needs of the Smith Mountain Lake community. With the opening of its new office at Westlake Corner, the firm is proud to offer dedicated Smith Mountain Lake financial advisor expertise tailored to this unique and vibrant area.

Led by President Abe Loper, a highly respected advisor and community leader, Loper Financial brings a legacy of excellence to SML. Loper has been recognized multiple times as the Lynchburg region’s Best Wealth Management Advisor, Best Civic Leader and Business Person of the Year, reflecting his dedication to both
his clients and the communities he serves.

Loper Financial helps individuals and families take control of their financial futures with services like portfolio management, retirement planning, estate strategies and life insurance. They also assist clients with real estate goals, offering strategies for purchasing primary homes, vacation properties or investment properties. As fiduciary advisors, the team prioritizes your unique needs, partnering with local CPAs and attorneys to ensure a comprehensive approach.

For business owners, the team at Loper Financial also offers tailored services such as retirement planning, employee benefits, executive benefits and group insurance. They understand the challenges of running a business and aim to simplify the process of protecting it.

Backed by the resources of Equitable Advisors, Loper Financial combines national expertise with a local touch. Stop by the new Westlake office to meet the award-winning team and craft a strategy designed to help you achieve your personal and professional goals.

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EXCITED ABOUT

Smith Mountain Lake is a special place with a vibrant community, and we’re excited to be providing personalized financial strategies that help our clients–both individuals and businesses–thrive.

FRESH IDEAS

We offer regular, forward-looking client check-ins focused on recent economic changes, new tax laws and evolving personal circumstances, ensuring your financial plans remain agile and relevant.