1302 Second Street
The team at David Mullins Wealth Management Group has decades of experience in the financial industry. And while we’re proud of the knowledge and expertise we can provide, what we truly value is our integrity and our commitment to always do what’s right for our clients. Each of our team members shares this commitment and maintains a service mindset in every financial recommendation they make.
While we are a small, local team, we provide the same level of security and expert financial management provided by the largest financial planning firms out there. We got our start in 2012, when David Mullins left a large financial corporations in favor of starting his own firm—one that wasn’t beholden to proprietary products and sales quotas, so that we could focus instead on doing what was best for our clients’ unique needs.
Our team specializes in partnering with a select group of financial service providers to deliver customized, continuous, objective advice for retirement and wealth planning solutions for the hard-working men and women of Southwest Virginia and surrounding states. We offer experienced guidance, ongoing support, and tailored retirement planning that fits your goals and circumstances. To learn more about each of our team members, check out their bios below.
David is the founder and owner of David Mullins Wealth Management Group, as well as our senior wealth advisor. He is a Certified Financial Planner® and has been quoted in the USA Today, Time magazine, Money Magazine, and others.
Jon is an LPL financial advisor with David Mullins Wealth Management and serves clients at our Lebanon office.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.