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Welcome To Plummer Wealth Strategists

We'll Help You Climb Your Ideal Financial Mountain

We partner with our valued clients to provide them with a highly customized, ongoing, and personal financial planning experience that is designed to last through multiple generations. Our core philosophy is centered around the idea that the financial decisions that we make today have the potential to ripple through the ages, affecting loved ones well beyond our own lifetimes. Our independent, comprehensive, and relationship-focused approach has helped guide many clients towards their financial goals and dreams for over three decades. We believe that wealth management is one of the most important services that an individual will seek, and that no financial plan should be one size fits all.



Our Team

L.V.  Plummer, Jr.

L.V. Plummer, Jr. CFP®, MBA

LPL Wealth Strategist

LeNita Virdure

LeNita Virdure

Client Relations/Operations Director

Anna Schall

Anna Schall

Paraplanner

Whitney  Williams

Whitney Williams

Marketing Specialist

Amanda Pitzer

Amanda Pitzer

Client Service Specialist

What We Do

Comprehensive Financial Planning

Goals-Based Financial Planning

Retirement Planning

Investments

Term and Variable Life Insurance

Personal Financial Management

Estate Planning Strategies

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