About Us

Our Primary Purpose

Our firm is located in the beautiful foothills of Southwest Virginia. We were founded to provide objective investment advice, professionally and locally. Our clients include successful families, business owners, and retirees who desire independent, objective advice with local service.

Whether it's building customized retirement income strategies for retirees in the coal and gas industries or integrated investment management tailored towards your unique needs, we exist to serve our clients. As your life needs change, allow our comprehensive approach to adapt with you. From college planning to estate planning and all the life in between, the David Mullins Wealth Management Group wants to be your trusted adviser.

Regardless of why you invest, we want to remind you to always: Invest with Reason.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with seeking to preserve principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and pursue those rewards.

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.

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