Emily
Eshleman

Hsc Wealth Advisors

CRD#6345417
Investment Advisor
in Forest, VA

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About this Advisor

Emily Eshleman is a certified financial planner who works in Forest, Virginia with 5 years of industry experience. Eshleman is an advisor for Hsc Wealth Advisors. During their career, the advisor has held roles at Hsc Wealth Advisors, Northwestern Mutual, Liberty University, Bare Essentials and Premier Designs. Eshleman is approved to advise clients in Virginia. Hsc Wealth Advisors is an advisory firm based out of Forest, VA. It controls $304 million in assets between its 1,634 accounts, placing it among the mid-sized firms in the country by assets under management. The firm serves 16 charities and foundations. Of its 1,634 customer accounts, 25% are held by high-net-worth clients who have more than $1 million in assets. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees typically vary depending on the services. However, fee types billed by Hsc Wealth Advisors can consist of asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1563 Crossings Centre Drive Suite 100
Forest, VA 24551-4744

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Hsc Wealth Advisors Brokerage Details

Total Assets Under Management

$303,682,934

VA Average: $1,835,309,194
Total Number of Employees

8

VA Average: 32
Total Number of Accounts

1,634

VA Average: 1,458
Average Account Size

$185,852

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Emily Eshleman Work History

Emily has been registered as a financial advisor for 5 years.*

2015 - Present (9 years)

Hsc Wealth Advisors

2014 - 2015 (1 year)

Hsc Wealth Advisors

2014 - 2014 (< 1 year)

Northwestern Mutual

2013 - 2015 (2 years)

Liberty University

2012 - 2013 (1 year)

Bare Essentials

2010 - 2013 (3 years)

Premier Designs

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Emily Eshleman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hsc Wealth Advisors

Madison Lorentzen
Forest, VA
Joseph Eskridge
Forest, VA
Tamara Acree
Forest, VA
Stacie Rhodes
Forest, VA
Emily Eshleman
Forest, VA
Justin Victor
Forest, VA
Brian Devers
Forest, VA
Joel Bengds
Forest, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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