Pettyjohn, Wood & White, Inc.

About Pettyjohn, Wood & White, Inc.

<p>Founded in 1978 and based in Lynchburg in central Virginia, Pettyjohn, Wood &amp; White, Inc. is a fee-based Registered Investment Advisor that works with individuals and small businesses on investment management and financial planning.</p> <p>The firm reports $0.9B in assets under management (2026) and is a wholly owned subsidiary of Bank of the James Financial Group, Inc. While headquartered in Lynchburg, its advisory registration covers 11 states: Colorado, Florida, Georgia, New Hampshire, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Virginia.</p> <p>Pettyjohn, Wood &amp; White focuses on detailed portfolio customization and hands-on oversight of client accounts, which is a key differentiator for clients who want a local advisory team with multi-state reach.</p> <p>As part of the wider group of <a href="/plan-advisors">plan advisors</a> and <a href="/retirement-plans">retirement plan providers</a>, the firm also supports retirement plan needs, including 3(21) fiduciary services.</p> <ul> <li>Investment portfolio management</li> <li>Financial planning for individuals and small businesses</li> <li>3(21) retirement plan fiduciary services</li> <li>Multi-state advisory support across 11 states</li> </ul>

Website: https://www.pwandw.com/

Founded: 1978