At Plott and French, we help families plan for and achieve
their financial objectives so they can be free to spend time
on the things that matter most to them.
Independent Financial Advisors
As an independent wealth management practice, we are not tied to any investment company's products or strategies, allowing us to give you the best possible advice.
Protect Your Wealth
You have worked hard to achieve the success in your life. Protect your wealth with our comprehensive planning and wealth solutions.
Optimize Your Investments
We can help you optimize your investments, aligning your investments with your objectives and helping you achieve your needed returns in the most efficient way possible.
Local Roots...Global Expertise
Our roots are right here in Southwest Virginia, so you know you can always reach us. We strive to know and understand the needs of each client personally, so when you call you won't need to explain who you are or your situation - we already know it.
A Wealth of Experience
Our advisors have over 50 years of cumulative experience within the Financial Services industry and include a CFA® Charterholder, a Chartered Financial Consultant (ChFC©), and a Certified Fund Specialist.
Enjoy Your Golden Years
Let us take the burden of planning for and managing your retirement assets off your shoulders so that you can spend your time enjoying life and doing the things that you want to do.
We'll take a look at your financial goals, such as retirement or college savings, and take you through our consultative process to help you achieve them.
Drawing on our own extensive experience and working with a network of other professionals, we can offer you expert independent advice.
Contained in this page, you will find a wealth of information and resources pertaining to managing your finances and other useful links.
Choosing a financial advisor to work with is a major decision. Possessing the right technical skills and experience to properly handle your wealth management needs is, of course, the basic hurdle any potential firm you are considering must meet, but it is only the beginning. Here are some questions anyone should ask a financial advisor they are considering working with.
For those seeking professional, confidential, and complimentary advice on their financial situation, we now offer our Second Opinion Service. Whether you have been managing your own wealth for years and are wanting a professional look to make sure you're on the right track or you've been working with another advisor and not sure if they're providing the solutions you need, we can help.
Five Reasons to Make Philanthropy a Family Affair Getting your family involved in charitable giving can create a powerful legacy A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organizations that are near and dear to their hearts. Many of you already make regular and sizable charitable contributions. And we know from research that one key reason successful people like you want to become even wealthier is to help other people increase their own success and advance in the world. But have you gotten your family involved in philanthropy? If…
Protecting Yourself from Identity TheftA little effort now can save you massive headaches in the future They’re the words on a letter none of us want to receive but most of us unfortunately have or will during our lifetimes, “You are receiving this notification because we have determined that during a recent breach of our systems, your personal information, including your name, Social Security number, date and place of birth, and credit card information may have been exposed.”