CAPTRUST
Alexandria, Virginia
CAPTRUST, based in Alexandria, Virginia, provides investment management, wealth management, and small business advisory services. The firm serves clients across these specialties, operating in English
View detailsSpark Financial Advisors is a fee-only firm in Richmond, Virginia, specializing in financial planning and investment management for small business owners. The team holds CFP credentials and operates under a fiduciary standard. They work with clients in English and charge fees rather than commissions.
Certified Financial Planner
Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards