Luxon Financial Welcomes Wendy Rogers to the Firm’s Board of Managers

RICHMOND, VIRGINIA, December 11, 2018 – Luxon Financial LLC, the parent company of Cary Street Partners LLC, announced today the election of Wendy Rogers to its Board, effective immediately. Ms. Rogers currently serves as Vice President, National Relationship Management of The Signatry, a global Christian foundation established in 2000 that helps families, advisors and ministries send more than $2 billion to charities across the globe.

“Wendy brings to Luxon Financial special insight into family businesses and family office operations as well as anextensive network of relationships with other family offices, particularly in our core Southeastern and Mid-Atlanticmarkets,” said Joseph R. Schmuckler, Chief Executive Officer. “As an accomplished business leader, Wendyexemplifies all the qualities our Board seeks. In particular, her personal experience and understanding of how to build a strong brand around a firm-wide culture of excellence and meaning will complement our focus on impacting each of our people in servicing our clients and their families,” added Max C. Chapman, Jr., Chairman of Luxon Financial’s Board.

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Cary Street Partners named to Financial Times Top 300

Posted June 28, 2018

Cary Street Partners announces it has been named to the Financial Times 300 Top Registered Investment Advisers list for 2018. The FT 300 recognizes top financial advisory firms from across the U.S. The Financial Times conducts an independent analysis of data from a broad universe of companies before selecting those firms to be named to this elite list of financial advisers. The Financial Times judged firms on traits it believes investors find attractive, including assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records.

FT 300 Press Release June 28, 2018 Cary Street Partners



Cary Street Partners Expands Retirement and Corporate Services Team

Dynamic Industry Leader Joins from Edelman Financial

Richmond, Virginia – April 10, 2018

Luxon Financial LLC is pleased to announce that R.J. Reibel has joined its Cary Street Partners team to help expand the firm’s presence with businesses and business owners and to service their retirement and corporate benefits needs. Previously a leader with Edelman Financial Services LLC’s retirement and 401K business, R.J. Reibel will be based in Cary Street Partners’ Glen Allen, Virginia office. He will be working with the firm’s existing team, led by Celia Rafalko, to expand the firm’s reach to this important client base. With the addition of Luxon Insurance Services in the past year, the scope and capabilities of the firm now include, in addition to investment services such as 401k and individual wealth management services, a range of corporate benefits and other insurance related products.

“R.J. is a great fit for our firm and he helps to deepen the culture we are building,” said Joseph R. Schmuckler, CEO of Luxon Financial. “R.J. brings energy and passion to his client base which they can easily value and understand. He clearly recognizes the unique challenges facing middle market companies and has built a very successful career by working with and solving the corporate benefits and retirement service needs they are facing. Our goal is to deliver institutional quality wealth management and investment processes to our client base in every market we touch. R.J.’s experiences and ambition in partnership with our colleagues will be an important advancement to that goal.”

“Luxon Financial, and the team at Cary Street Partners, provides a platform for independent thinking advisors, such as myself, and just as importantly provide the tools my clients require to compete and to win. It’s a liberating feeling to be able to join a team that understands the challenges we face, and which provides vision to help us better service our clients,” added Mr. Reibel.

About Luxon Financial

Luxon Financial LLC provides comprehensive wealth management services including investment, estate planning and financial advice in a culture dedicated to high performance, independence and objective thinking. Our Cary Street Partners financial advisors serve families, institutions and companies with customized solutions tailored to fit each client’s objectives for investments, life insurance, employee benefits, 401k and other retirement needs. Through Luxon Global Portfolios, we maintain a disciplined and objective approach in creating customized and turnkey investment solutions which facilitate our clients’ ability to manage their desired asset allocation. Founded in 2002, Luxon Financial operates across 15 offices in six states in the dynamic Mid-Atlantic, Southern and Midwest markets.

For More Information:

Andrea Johnson

E: ajohnson@luxonglobal.com

O: 704.512.0155

M: 704.712.2900

Note: Headshots, additional bios available



Cary Street Partners Expands Tri-Cities Wealth Management Team – Bryan Lawson Joins Abingdon Office

Posted April 6, 2018

Bryan Lawson Joins Abingdon Office

Richmond, Virginia – April 6, 2018 – Luxon Financial LLC is pleased to announce that Bryan Lawson has joined its Cary Street Partners wealth management office in Abingdon, Virginia. Mr. Lawson previously served his wealth management clients as part of Highlands Union Bank. He will be working closely with Cary Street Partners’ other professionals to help the firm continue to deliver best in class wealth management services to families and businesses in the Abingdon, Bristol, Johnson City and Kingsport communities.

“Bryan is a great fit for our firm and he helps deepen the culture we are building,” said Joseph R. Schmuckler, CEO of Luxon Financial. “He has spent his career in the Tri-Cities region building important relationships with families and business here. Our goal is to deliver institutional quality wealth management and investment processes to our client base in every community we touch. Brian’s experiences and ambition in partnership with our colleagues will be an important advancement to that goal.”

“I am thrilled to become a part of the Cary Street Partners team,” said Bryan Lawson. “They provide me the type of robust platform I need to serve my clients better while expanding the solutions I can offer each client. They have built a great independent financial services firm based upon a partnership culture that encourages independent thinking and the delivery of objective client solutions,” added Mr. Lawson.

About Luxon Financial

Luxon Financial LLC provides comprehensive wealth management services including investment, estate planning and financial advice in a culture dedicated to high performance, independence and objective thinking. Our Cary Street Partners financial advisors serve families, institutions and companies with customized solutions tailored to fit each client’s objectives for investments, life insurance, employee benefits, 401k and other retirement needs. Through Luxon Global Portfolios, we maintain a disciplined and objective approach in creating customized and turnkey investment solutions which facilitate our clients’ ability to manage their desired asset allocation. Founded in 2002, Luxon Financial operates across 15 offices in six states in the dynamic Mid-Atlantic, Southern and Midwest markets.

For More Information:

Andrea Johnson

E: ajohnson@luxonglobal.com

O: 704.512.0155

M: 704.712.2900

Note: Headshots, additional bios available



Return of Volatility

Posted April 5, 2018

The last week saw a return of volatility to global equity markets. While difficult to endure in the short term, volatility has historically been a friend to long-term equity investors. Corrections of ten to twenty percent are common features of equity performance, and in fact, often create opportunities for long term holders. 2017 was remarkable, not so much from a return perspective, but rather as a major statistical outlier in terms of very low volatility.

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Wall Street Frets About Losing White House Friends – Tom Herrick

Posted March 7, 2018

From Bloomberg.com: On Tuesday morning in Manhattan, Kathy Wylde sent off an email inviting Gary Cohn to get together again. She runs a group of well-connected corporate executives, the Partnership for New York City, that met with Cohn and Donald Trump to talk infrastructure last year.

Hours later, Wylde clicked open an email from a colleague with the news that Cohn, former president of Goldman Sachs Group Inc., is resigning as President Trump’s top economic adviser.

https://www.bloomberg.com/news/articles/2018-03-07/wall-street-frets-about-losing-white-house-friends-as-cohn-exits



Return of Volatility

Posted March 7, 2018

The last week saw a return of volatility to global equity markets. While difficult to endure in the short term, volatility has historically been a friend to long-term equity investors. Corrections of ten to twenty percent are common features of equity performance, and in fact, often create opportunities for long term holders. 2017 was remarkable, not so much from a return perspective, but rather as a major statistical outlier in terms of very low volatility.

Return of Volatility. Luxon Global