Smith Mountain Lake Business Showcase

Loper Financial

SML Business Directory > Professional Services > Financial and Investment Services

Building on a broad Central Virginia tradition, the Loper Financial team has spent the past year deepening its community involvement, and the SML community warmly embraced its newest neighbor.

Retirement Planning and Wealth Management Strategies for Every Stage of Life

Led by President Abe Loper, a highly respected advisor and community leader, Loper Financial brings a legacy of excellence to Smith Mountain Lake. Loper has been recognized as the Lynchburg region’s Best Wealth Management Advisor, Best Civic Leader and Business Person of the Year, and has quickly woven himself into the SML community as a Chamber Ambassador, Leadership Academy graduate and active supporter of local organizations.

The firm continues to give to the American Legion, has sponsored major events such as the SML Wine Festival and the Beastlake 5K & Obstacle Course, and was voted Best Investment Company by readers of Lake Life magazine.

Fiduciary Financial Guidance for Business Owners and Growing Families

Loper Financial helps individuals take control of their financial futures with portfolio management, retirement planning, estate strategies, life insurance and real estate guidance for primary homes, vacation properties and investment purchases. As fiduciary advisors, the team partners with local CPAs and attorneys to ensure a comprehensive approach, and offers tailored solutions for business owners including retirement plans, employee benefits and group insurance.

The firm also continues to invest in the community through partnerships, hosting Hado’s Lebanese Kitchen for veteran-owned ethnic food every Monday and collaborating with Blue Eagle Credit Union to provide convenient ATM/ITM access through its drive-through.

From a business perspective, Loper Financial has exceeded first-year revenue expectations, delivered exceptional client returns, and enjoyed helping new friends across the region plan their financial futures, retirement goals and estate strategies.

Backed by the resources of Equitable Advisors, the team combines national expertise with a personal, community-first touch. 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.

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.

Ask The Expert

Abe Loper

President & Wealth Manager

EXCITED ABOUT:

Poised for another strong year, Loper Financial remains committed to surprising and delighting every new client with the exceptional service and expertise that defined last year’s success.

FRESH IDEAS:

In 2026, we continue to prioritize proactive check-ins that consider market shifts, tax updates and the personal milestones that matter most, helping your financial plan stay flexible and future-ready.