Joseph D. Eskridge
HSC WEALTH ADVISORS
Forest, VA 24551-4744
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CRD#: 6000429
Professional summary
Joseph Dixon Eskridge JR, CFP®, who also goes by Joe Eskridge, is a registered financial advisor currently at HSC WEALTH ADVISORS located in Forest, Virginia.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joseph has worked at 2 firms .
Biography
Joe has built a career in the financial industry gaining experience in mergers and acquisitions and serving as a trust and investment management advisor. Additionally, his role in managing the operating and capital budgets of an insurance and wealth management segment provides valuable experience to the business community.
Besides financial planning, Joe’s primary interest includes serving in the leadership of the Kiwanis Club of Lynchburg; additionally, he has volunteered countless hours to community-based projects with the Rivermont Evangelical Presbyterian Church, First Presbyterian Church, First Presbyterian Weekday School and LACIL Disability Services. He also is an alumnus of Leadership Lynchburg and enjoys playing racquetball and watching college football. Joe lives in central Virginia with his wife, Beth, and their three daughters, Emmaline, Elizabeth and Ella. The elements that make him a trusted fiduciary—loyalty, commitment and enthusiasm—also make him a great husband and father.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Retirement Planning
Employee and Employer Plan Ben...
Insurance Planning
Estate Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Joe Eskridge
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PARTNER IN MONEYWISE PARTNERS, LLC; OWNS OFFICE BUILDING, MONEYWISE PARTNERS, LLC RECEIVES RENT FROM MONEYWISE, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Dixon Eskridge JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
March 12, 2012 - Present
HSC WEALTH ADVISORS
Office #1: 1563 Crossings Centre Drive Suite 100, Forest, VA 24551-4744RIA
CRD#: 105103
Forest, VA
Past
January 3, 2012 - March 13, 2012
HARVEST ROW FINANCIAL
RIA
CRD#: 159615
LYNCHBURG, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HSC WEALTH ADVISORS
HSC WEALTH ADVISORS | THE RETIREMENT & ROLLOVER CENTER | MONEYWISE INC | HUFF, STUART & CARLTON | HUFF & STUART
CRD#: 105103 / SEC#: 801-20812
RIA
Registered Investment Advisory firm - (3/16/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(3/12/2012)
Exams
Current Firm
HSC WEALTH ADVISORS
HSC WEALTH ADVISORS | THE RETIREMENT & ROLLOVER CENTER | MONEYWISE INC | HUFF, STUART & CARLTON | HUFF & STUART
CRD#: 105103 / SEC#: 801-20812
RIA
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Contact information
Main Address
1563 Crossings Centre Drive Suite 100, Forest, VA 24551-4744
Mailing Address
Phone number
(434) 316-9356
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,809 |
| AUM (Assets Under Management) | $ 410,029,787 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | ||
| 02/28/2025 | ||
| 10/27/2023 | ||
| 01/24/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
