Fiduciary advisors in Virginia

Abingdon, Virginia

R. Chris Walters, CFP® | Financial Advisor at Cary Street Partners is an investment advisory firm in Abingdon, Virginia. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Abingdon, Virginia

C. Bryan Lawson, CFP® | Financial Advisor at Cary Street Partners is an investment advisory firm in Abingdon, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. Its advisors hold CFP and CLU credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Abingdon, Virginia

Michael McCool is an investment advisory firm in Abingdon, Virginia. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Abingdon, Virginia

Erik C. Jones, CFP® is an investment advisory firm in Abingdon, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. Its advisors hold CFP and CLU credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance.

Abingdon, Virginia

Stateline Wealth Advisors is an investment advisory firm in Abingdon, Virginia. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Accomac, Virginia

Livingston Wealth Management is an independent financial advisory firm founded in 1997, operating from two locations and led by Daniel, Kyle, and David Livingston. The firm offers financial planning, investment management, and wealth management services, including retirement benefit plan administration, fixed-income securities, annuities, life insurance, and equity brokerage. Operating under a fiduciary standard, the firm charges fees based on assets under management and emphasizes a conservative, diversified investment approach aligned with individual client risk tolerance and goals. The firm's process spans initial financial assessment, customized strategy development, implementation, and ongoing performance monitoring.

Alexandria, Virginia

CAPTRUST is an investment advisory firm in Alexandria, Virginia. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 7 Google reviews.

Alexandria, Virginia

Independent RIA

Stock Plan Advisory Group is a fee-only, independent registered investment adviser based in Alexandria, Virginia, serving individuals, families, and institutional clients. The firm specializes in financial planning and investment management with particular focus on retirement planning and equity compensation matters for Fortune 500 corporate employees. Founded by CFP® Wade Brittingham, the firm operates under a fiduciary standard in all client matters and receives compensation directly from clients rather than through commissions or third-party arrangements. Service areas include comprehensive financial planning, discretionary portfolio management, tax planning, estate planning, and family wealth coordination.

Alexandria, Virginia

Lasting Legacy Wealth Management is an independent financial advisory firm in Alexandria, Virginia that specializes in serving federal employees and their spouses. The firm offers retirement planning, investment portfolio management, estate planning, insurance planning, Social Security strategy, and charitable giving guidance. The advisor provides customized financial planning using specialized software and maintains ongoing client relationships with regular monitoring and adjustments. The firm also delivers estate planning services including multi-generational wealth transfer and legacy giving strategies.

Alexandria, Virginia

Pathstone is an investment advisory firm in Alexandria, Virginia. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Alexandria, Virginia

FinanzElite Advisors, LLC is an investment advisory firm in Alexandria, Virginia. The office is open six days a week, including Saturdays.

Alexandria, Virginia

Fischer Wealth Advisors, based in Alexandria, Virginia, provides investment management and insurance analysis services to clients navigating major life transitions. Founded by Glenn Fischer, the firm works with individuals on questions ranging from debt management and home purchases to retirement planning and benefits optimization. The firm addresses insurance as a core component of financial planning alongside investment management.

Alexandria, Virginia

Renew Wealth Management is a fiduciary wealth management firm in Alexandria, Virginia, offering financial planning and investment management services. The firm operates on a fee-only basis and employs advisors with CFP and CPA credentials, focusing on tax-efficient portfolio management and comprehensive planning across life transitions.

Amissville, Virginia

Financial Freedom is a financial coaching practice based in Amissville, Virginia, founded by Elizabeth, a Dave Ramsey Certified Coach. The firm offers personalized financial planning and coaching through a multi-step process beginning with a discovery call, followed by comprehensive financial journey sessions and ongoing coaching appointments designed to address budgeting, debt reduction, emergency fund establishment, retirement planning, and wealth-building strategies. Services are delivered through in-person office appointments and are tailored to individual and married clients seeking to develop concrete financial plans aligned with their personal goals.

Arlington, Virginia

Mountain View Wealth Management LLC is a financial planning and investment management firm based in Arlington, Virginia, serving individuals and small business clients. Operating as a fiduciary, the firm develops customized investment strategies and retirement planning services designed to align with each client's specific goals and risk tolerance. The firm charges fee-based compensation and emphasizes tax-efficient investment approaches and below-market fee structures.

Arlington, Virginia

CW Advisors is a wealth management firm based in Arlington, Virginia, with $15.6 billion in assets under management across 23 offices and a team of 168 employees. The firm operates on a fee-only model and offers wealth management, financial planning, and investment solutions, supported by professionals holding 50 CFP® designations, 14 CFA® credentials, and 6 CPA certifications. The firm's stated approach involves a discovery phase to understand client goals, strategy development and implementation in collaboration with other advisors, and ongoing adjustments as circumstances change. Client assets are held with independent custodians including Fidelity Investments and Charles Schwab, with compliance and performance oversight managed by third-party fiduciaries.

Ashburn, Virginia

Antroya is a debt collection firm based in Ashburn, Virginia, operating since 2019 and serving clients across the United States and over 130 countries. The firm operates on a contingency model, charging fees only upon successful collection, and offers free initial consultations. Antroya employs case managers experienced in domestic and cross-border collections and holds membership in the Commercial Law League of America, which recognized the firm as a Bronze Champion.

Ashburn, Virginia

W3 Financial Group, based in Ashburn, Virginia, provides financial planning and investment management services to individuals, families, and professionals throughout the Northern Virginia area, including those in transition or major life stages. The firm operates as a fiduciary and staffs advisors with credentials including CFP, CPA, and appropriate FINRA registrations (Series 7, 63, 65, 66). The team emphasizes a people-first approach centered on listening to client circumstances before offering personalized guidance, and serves clients both locally and remotely. With over 30 years of experience, the firm works with busy professionals, high-income earners, retirees, and women navigating significant life changes.

Berryville, Virginia

Middlebrook Wealth, based in Berryville, Virginia with additional offices in Staunton, Harrisonburg, and Charlottesville, offers estate planning, financial planning, insurance analysis, and retirement planning services. The firm emphasizes a team-based approach, beginning with client conversations to understand objectives before developing and implementing strategies. The firm serves a range of clientele including college and professional athletes, and integrates estate and tax planning with broader financial strategy and coordination among clients' professional advisors.

Bridgewater, Virginia

JS Replogle & Associates is a fee-only investment advisory firm founded in 2000, based in Bridgewater, Virginia, serving clients nationwide. The firm offers investment management and retirement planning through a fiduciary approach, with principals Jim Replogle and Eric Barkey (both Series 65 registered) managing client portfolios directly rather than through call centers or departments. The firm charges a flat percentage of assets under management, typically around 1% and negotiable for larger accounts, with no commissions or product sales. Clients receive customized portfolio strategies aligned to their specific goals, risk tolerance, and timelines.

Charlottesville, Virginia

Judd McCoy, CFP® is an investment advisory firm in Charlottesville, Virginia. Services include Financial Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charlottesville, Virginia

Capitum Wealth Management, based in Charlottesville, Virginia, is an LPL Financial-affiliated firm founded by John Thornton and Jake McLean. The firm provides investment management, wealth management, estate planning, and philanthropic planning services, with an approach that emphasizes understanding each client's distinct circumstances and objectives.

Charlottesville, Virginia

Middlebrook Wealth is a financial advisory firm headquartered in Charlottesville with additional offices in Staunton, Harrisonburg, and Berryville, Virginia. The firm offers financial planning, retirement planning, estate planning, and insurance analysis, with particular focus on athletes managing complex income and endorsement situations. Their approach emphasizes holistic planning that integrates estate strategy with broader financial goals, and they coordinate with clients' tax and legal advisors. The firm operates as a team-based practice that manages ongoing client relationships through an initial planning conversation, strategy development, and active progress monitoring.

Charlottesville, Virginia

Sturman Wealth Advisors, founded in 2003 and based in Charlottesville, Virginia, provides financial planning services to individuals and families. The firm is led by Todd Sturman, a CFP® and AIF®, along with Jay Cranford, a CFP® and Enrolled Agent. The practice deliberately limits its client roster to focus on personalized service, with an emphasis on retirement planning and comprehensive wealth management.

Charlottesville, Virginia

J. Dawn Heneberry, CTFA, AWMA®, CFP® is an investment advisory firm in Charlottesville, Virginia. Services include Financial Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charlottesville, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Charlottesville, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Charlottesville, Virginia

Independent RIA

A.N. Culbertson & Company is an independent registered investment adviser in Charlottesville, Virginia, offering investment management and wealth management services. The firm structures individual portfolios around client-specific goals and risk tolerance, favoring direct ownership of stocks and bonds over mutual funds, and does not earn product sales commissions. Led by founder Alan N. Culbertson and a team that includes a CPA with PFS credentials and investment professionals with decades of institutional asset management experience, the firm emphasizes long-term investing discipline and acts under a fiduciary obligation to clients' best interests.

Charlottesville, Virginia

Selective Wealth Management - Charlottesville is an investment advisory firm in Charlottesville, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Charlottesville, Virginia

James Childress is an investment advisory firm in Charlottesville, Virginia. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charlottesville, Virginia

Consolidated Planning, Inc. is a financial planning firm based in Charlottesville, Virginia that offers comprehensive financial planning services. The firm emphasizes a consultative, client-centered approach and uses The Living Balance Sheet methodology to help clients organize and coordinate their financial affairs. Their financial professionals serve clients both locally and nationwide through in-person and virtual meetings.

Charlottesville, Virginia

Morris & Wells Wealth Management is an investment advisory firm in Charlottesville, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 34 Google reviews.

Charlottesville, Virginia

Jill Fletcher, CFP®, AIF® is an investment advisory firm in Charlottesville, Virginia. Services include Financial Planning. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Chesapeake, Virginia

CLP Financial Group is a wealth management firm in Chesapeake, Virginia offering estate planning and financial planning services. The firm's advisors hold membership in the National Association of Certified Financial Fiduciaries and employ a three-bucket asset segmentation philosophy designed to address retirement risks. With over 70 years of combined team experience, the firm works with clients across various life stages and maintains an A+ Better Business Bureau rating.

Chesapeake, Virginia

Woods Financial is an investment advisory firm in Chesapeake, Virginia. Services include Financial Planning and Retirement Planning. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 16 Google reviews.

Chesapeake, Virginia

Integrated Financial Partners is a fee-based financial planning and wealth management firm serving professionals, families, and business owners with a fiduciary obligation to clients. The firm offers coordinated financial planning across retirement readiness, investment placement, tax strategies, college savings, insurance analysis, and ongoing portfolio management, organized around a three-step process of discovery, strategy development, and execution. The Chesapeake, Virginia-based team works to understand clients' goals, time horizons, and risk tolerance to create personalized strategies aligned with each life stage.

Chesapeake, Virginia

Embrace Financial Advocates is an investment advisory firm in Chesapeake, Virginia. The office is open six days a week, including Saturdays.

Chesapeake, Virginia

Fitzwilliams Financial is a financial advisory firm based in Chesapeake, Virginia, serving retirees and pre-retirees in Virginia and Florida. The firm provides wealth management, retirement planning, tax planning, estate planning, insurance planning, and business consulting services through a fiduciary approach. They operate on a holistic process called the Green Light Retirement Process, which integrates data gathering, analysis, plan development, implementation, and ongoing monitoring tailored to individual client circumstances.

Christiansburg, Virginia

Insurance-Based

Dakota Dolgos, Financial Advisor - Ascend Financial Strategies, LLC is an insurance-based firm in Christiansburg, Virginia. Services include Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

Colonial Heights, Virginia

Elevate Financial Group is an investment advisory firm in Colonial Heights, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Covington, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Covington, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Fairfax, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fairfax, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Fairfax, Virginia

Cornerstone Advisor Group is a family-founded, veteran-owned firm based in Fairfax, Virginia, formed in 2024 through the merger of two established financial services companies with combined history dating to 1904. The firm provides financial planning, retirement guidance, insurance analysis, estate planning, and investment management services to individuals, families, businesses, and nonprofit organizations, with access to tax services through its affiliated CAG Tax Services LLC. Operating from a three-step process emphasizing transparency and straightforward communication, the firm serves clients across Virginia, West Virginia, Pennsylvania, and North Carolina through a network of financial professionals and specialists.

Fairfax, Virginia

The McGruder Group CPAs is an investment advisory firm in Fairfax, Virginia. Services include Tax Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Falls Church, Virginia

RBMuha is a Falls Church, Virginia-based benefits and retirement planning firm that serves businesses nationwide with employee benefits consulting, retirement plan management, and individual advisory services. The firm acts as a fiduciary and offers plan benchmarking, vendor evaluation, investment due diligence, and education programs for plan sponsors and participants. Led by Cofounder and President Christopher Muha, the firm operates from offices in the Washington, DC area and Philadelphia.

Falls Church, Virginia

CJM Wealth Advisers is a Falls Church, Virginia-based firm founded in 1978 that serves high net worth families with financial planning and investment management services. The firm emphasizes a client-centered approach that begins with understanding needs and goals before developing customized solutions, and maintains a family-office structure focused on long-term client relationships.

Falls Church, Virginia

Wealth Enhancement Group is an investment advisory firm in Falls Church, Virginia. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Farmville, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Farmville, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Fishersville, Virginia

Dalton Campbell is a fiduciary financial advisor based in Fishersville, Virginia, serving clients across more than 30 states. The practice offers retirement planning, investment management, tax strategy optimization, and insurance planning (life, disability, and long-term care). Campbell works with clients through a structured planning process that covers budgeting, investments, taxes, and retirement income, and maintains a selective approach to client relationships, referring prospects to other advisors when a better fit exists elsewhere.

Fredericksburg, Virginia

Goodwin & Smith Financial Services LLC is an investment advisory firm in Fredericksburg, Virginia. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fredericksburg, Virginia

Andre Pineda, AAMS® is an investment advisory firm in Fredericksburg, Virginia. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Fredericksburg, Virginia

Jonathan Scimeca, CFP®, CPWA® is an investment advisory firm in Fredericksburg, Virginia. Services include Financial Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Fredericksburg, Virginia

Douglas Stewart is an investment advisory firm in Fredericksburg, Virginia. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Glen Allen, Virginia

Cetera Investors is a financial advisory firm in Glen Allen, Virginia, offering financial planning and investment management services. As an independent firm affiliated with the national Cetera network, the advisors are not bound to any single company's products, allowing them to tailor recommendations around client objectives. The firm provides guidance across areas including retirement planning and tax-conscious investing strategies.

Glen Allen, Virginia

SecureBridge Wealth Advisors is an investment advisory firm in Glen Allen, Virginia. The office has a wheelchair-accessible entrance. The office is open five days a week.

Glen Allen, Virginia

The Main Street Group is an investment advisory firm in Glen Allen, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 17 Google reviews.

Glen Allen, Virginia

Creative Planning is an investment advisory firm in Glen Allen, Virginia. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Glen Allen, Virginia

Scott Bussells, AIF® is an investment advisory firm in Glen Allen, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Glen Allen, Virginia

Wealth Cycle Advisors is an independent financial planning firm based in Glen Allen, Virginia, serving individuals and families, pre-retirees, retirees, business owners, and educators. The firm employs a life-stage-focused planning approach that integrates clients' values with systematic goal-setting, plan assembly, and ongoing monitoring, and uses Asset Map as a planning tool to provide a consolidated view of assets, liabilities, and objectives. The firm serves clients across multiple wealth phases, including wealth building, retirement income planning, business succession, and pension management.

Hampton, Virginia

Lighthouse Financial Group is a financial services firm based in Hampton, Virginia that has operated for over 19 years. The firm provides insurance analysis and planning alongside a broader range of financial services including retirement, estate planning, college funding, and tax considerations through an integrated approach that examines clients' complete financial situations. The firm conducts complimentary initial consultations and emphasizes honesty and integrity as foundational principles.

Harrisonburg, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Harrisonburg, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Haymarket, Virginia

Skyline Financial Partners is a multi-disciplinary financial advisory firm in the DC Metro Area founded in 2023, offering estate planning, investment management, tax planning, and insurance analysis. The firm structures its team across portfolio management, legal, advanced planning, and operations divisions, including advisors, a CPA, and estate planning counsel. The firm operates as a fiduciary and employs a documented six-step planning process focused on understanding client goals before developing recommendations, with stated emphasis on product neutrality and client confidentiality.

Henrico, Virginia

Equity Concepts LLC is an investment advisory firm in Henrico, Virginia. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.9-star rating from 11 Google reviews.

Henrico, Virginia

Fee-Only

Vernon Management Group, Inc. is an investment advisory firm in Henrico, Virginia. It acts as a fiduciary. Services include Financial Planning and Investment Management. Compensation is on a fee-only basis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Herndon, Virginia

Eldenstreet Financial, based in Herndon, Virginia, offers financial planning with expertise in retirement planning and investment management. The firm operates on a referral-based model and works with successful individuals, families, business owners, and executives to develop customized plans addressing wealth creation, asset protection, and legacy planning.

Herndon, Virginia

Birks Financial Corp. Retirement and Investment Advisor is an investment advisory firm in Herndon, Virginia. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Kilmarnock, Virginia

Broadcloth Wealth & Partners is a financial advisory firm based in Kilmarnock, Virginia, serving clients throughout the Southeast. The firm provides investment planning and financial advisory services centered on building income-focused portfolios designed for individual family circumstances, employing a five-step process that includes discovery, analysis, strategy development, implementation, and ongoing monitoring. The firm emphasizes personalized relationship-based advice, constructing portfolios across three income-generating asset categories: dividend-paying equities, energy and infrastructure investments, and specialized lending firms.

Leesburg, Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Leesburg, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Leesburg, Virginia

Fellows Financial Group is an investment advisory firm in Leesburg, Virginia. Services include Insurance Analysis. The firm specializes in Insurance Planning. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Leesburg, Virginia

Integrated Wealth Advisors, based in Leesburg, Virginia, offers financial planning, investment management, tax and estate planning, and risk management services to individuals, families, and business owners. The firm serves retirees and entrepreneurs, as well as clients across the United States, and brings more than 75 years of combined experience through its team. Matt, a Chartered Financial Consultant (ChFC®) and Certified Life Underwriter (CLU®) with over 15 years in the field, leads the practice with a focus on personalized, holistic financial strategies that evolve with clients' changing circumstances.

Lynchburg, Virginia

Insurance-Based

Andrew G. Blanks, Investment Adviser Representative - Eagle Strategies is an insurance-based firm in Lynchburg, Virginia. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lynchburg, Virginia

Servus Capital Management is an investment advisory firm in Lynchburg, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Lynchburg, Virginia

Insurance-Based

Christopher Mccown, Agent - New York Life is an insurance-based firm in Lynchburg, Virginia. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lynchburg, Virginia

Loper Financial is an independent wealth management firm in Lynchburg, Virginia, serving individuals and families in the region and Smith Mountain Lake area. The firm offers financial planning, investment management, and insurance analysis, with particular expertise in insurance and retirement planning strategies. Led by owner Abe, a Certified Plan Fiduciary Advisor trained through Columbia University's Holistic Financial Coaching program, the firm operates under a fiduciary standard and partners with local CPAs and attorneys. The team includes financial advisors with backgrounds from Edward Jones and Wells Fargo, supported by an extended network through Blue Ridge Financial Partners and brokered by Equitable Advisors and LPL Financial.

Madison, Virginia

Lohr & Company is an investment advisory firm in Madison, Virginia. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 17 Google reviews.

Manassas, Virginia

Miller Investment Management - Arlington Financial Advisors is an investment advisory firm in Manassas, Virginia. Services include Financial Planning. The firm specializes in Investment Management. Service options include online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Manassas, Virginia

Legacy Wealth Management, Inc. is an investment advisory firm in Manassas, Virginia. Services include Financial Planning and Retirement Planning. The firm specializes in Estate Planning, Investment Management, and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 51 Google reviews.

McLean, Virginia

Benjamin Peress | Financial Advisor at Cary Street Partners is an investment advisory firm in McLean, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

McLean, Virginia

Centurion Wealth Management is an independent financial planning firm in McLean, Virginia, offering financial planning, investment management, and tax planning services. The firm serves entrepreneurs, executives, and women navigating financial transitions, and operates without affiliation to investment product providers. The firm employs a fundamentals-based approach to wealth management and maintains a structured team across leadership, advisory, tax, and client service functions.

Mechanicsville, Virginia

The Path Financial Strategies, LLC, based in Mechanicsville, Virginia, offers financial planning services with a focus on retirement planning and investment management. Led by Angelia Shay, the firm emphasizes creating understandable financial strategies and coordinating with specialized professionals to align clients' plans with their objectives. The firm operates with stated core values of dedication, excellence, respect, and teamwork.

Mechanicsville, Virginia

Oasis Insurance and Retirement Services, based in Mechanicsville, Virginia, is led by principal Everett Foxx, a New York Life agent with a Masters of Education and a graduate certificate in business. The firm provides financial planning and retirement planning services, drawing on New York Life's resources and insurance products to address goals such as retirement savings, education funding, and long-term care planning. Foxx has worked in financial services since 2012 and is supported by a service team that includes a client relationship specialist.

Mechanicsville, Virginia

Cold Harbor Financial is a retirement planning firm based in Mechanicsville, Virginia, led by financial advisor Jason Blount, who has worked in financial services since 1990. The firm offers personalized retirement planning services to clients including retirees and business owners, emphasizing education and transparent communication throughout the planning process. The team, including office manager Della Parker, works to develop individualized financial plans grounded in client goals and circumstances.

Midlothian, Virginia

Kenneth C. Kapinskis, RICP, AIF, operates Capitol Financial Solutions in Midlothian, Virginia, focusing on business owners, entrepreneurs, and professionals. The firm develops and implements customized financial strategies through a collaborative process that emphasizes understanding each client's circumstances and long-term aspirations. Affiliated with Osaic Wealth, the practice combines local service with access to national resources and support. The firm's approach centers on proactive planning, regular review, and addressing clients' financial goals and challenges.

Midlothian, Virginia

Wealthspire is an investment advisory firm in Midlothian, Virginia. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Midlothian, Virginia

Ironworks Financial is a financial advisory firm based in Midlothian, Virginia, offering estate planning, financial planning, and insurance analysis services with a focus on estate planning specialties. The firm employs a five-step planning process that begins with understanding client goals, proceeds through analysis and development of customized solutions, and continues with implementation and ongoing monitoring. The company provides educational resources including newsletters, calculators, and research reports covering insurance, investing, retirement, and wealth preservation topics.

Mt Solon, Virginia

Bobby Hart - Financial Advisor at Farther is an investment advisory firm in Mt Solon, Virginia. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Newport News, Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Newport News, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.3-star rating from 3 Google reviews.

Newport News, Virginia

Norseman Advisory Group is a financial planning firm based in Newport News, Virginia that specializes in retirement planning services. The firm helps clients with retirement income strategy, Social Security optimization, tax planning, and legacy planning through customized financial plans developed in consultation with clients. Insurance products are available through affiliated Norseman Financial, Inc. The firm also provides a secure digital portal for clients to store documents and track financial information.

Newport News, Virginia

Fee-Only

Mason & Associates, LLC is an investment advisory firm in Newport News, Virginia. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Tax Strategy. Compensation is on a fee-only basis. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 62 Google reviews.

Newport News, Virginia

Fitzwilliams Financial / Fitzwilliams Wealth Management is an investment advisory firm in Newport News, Virginia. Services include Estate Planning, Financial Planning, Investment Management, Retirement Planning, and Tax Planning. The firm specializes in Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week.

Norfolk, Virginia

1.oak Financial is a financial planning firm based in Norfolk, Virginia that works with clients to develop individualized financial strategies aligned with their personal values and life goals. The firm employs a collaborative team approach covering areas such as wealth building, tax strategy, retirement planning, and legacy planning, and uses visual planning tools to help clients track their financial position. The firm emphasizes an ongoing planning relationship with periodic reviews and adjustments as circumstances change.

Norfolk, Virginia

Capital Financial Group of Norfolk is an investment advisory firm in Norfolk, Virginia. Services include Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Norfolk, Virginia

Virginia Global Asset Management is an independent fiduciary advisory firm in Norfolk offering investment management, financial and retirement planning, trust and estate planning coordination, and tax-strategy services to individuals, families, and institutions. The firm, founded by David R. Kenerson Jr. (JD, CFA), employs a value-driven investment approach focused on quality portfolio construction and integrates tax awareness across planning and investing decisions. Services span retirement readiness, education funding, insurance analysis, charitable giving, and account structure optimization, with ongoing monitoring and periodic plan reviews. The firm works collaboratively with clients' attorneys and tax professionals through a three-phase process: discovery of financial picture and goals, design of customized plans and portfolios, and ongoing guidance with regular adjustments as circumstances change.

Norfolk, Virginia

Mathas Financial Group LLC is a Norfolk-based financial planning firm serving executives, medical professionals, retirees, business owners, and families. The firm offers financial planning with specialties in retirement planning and investment management, and also provides estate, business, and insurance planning services. Thomas Mathas leads the firm and collaborates with a network of tax, legal, accounting, and insurance professionals to coordinate planning across multiple disciplines.

Norfolk, Virginia

Paul Holman, Principal - Diamond Springs Financial, LLC is an investment advisory firm in Norfolk, Virginia. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Reston, Virginia

GuidePoint Financial Planning is a fee-only fiduciary advisory firm in Reston, Virginia, founded by CFA and CFP® professional Ryan Phillips. The firm specializes in comprehensive financial planning for busy families in Northern Virginia and the D.C. metropolitan area, offering services including college savings planning, inheritance planning, investment management, and guidance on major financial decisions such as home purchases and company stock holdings. The firm operates as an intentionally small practice, using a three-step process that begins by clarifying client goals, proceeds through detailed data gathering and written recommendations, and concludes with personalized investment management based on principles of discipline, diversification, and cost control.

Reston, Virginia

Covenant Wealth Advisors is a fee-only fiduciary firm operating in Reston, Virginia and serving clients nationwide, with offices also in Richmond and Williamsburg. The firm offers investment management, retirement planning, estate planning, and tax planning services, supported by a team of CFP®-certified advisors and CPAs averaging 18+ years of industry experience. With $909 million in assets under management and a 98% client retention rate, the firm coordinates retirement income strategy, tax optimization, and investment oversight for clients approaching or in retirement.

Reston, Virginia

Independent RIA

Mason Investment Advisory Services is an independent, fiduciary-registered investment advisory firm headquartered in Reston, Virginia, serving institutional clients including foundations, endowments, and corporate funds as well as private wealth clients across 46 states and Washington, D.C. Founded in 1982, the firm manages $15.9 billion in assets and offers financial planning and investment management services delivered through a goals-based, process-driven approach. As an independent advisor with no proprietary products, Mason employs credentialed investment professionals and maintains a low client-to-advisor ratio to provide personalized service.

Reston, Virginia

Financial Growth Partners is an investment advisory firm in Reston, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reston, Virginia

Wealthspire is an investment advisory firm in Reston, Virginia. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reston, Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Reston, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1.3-star rating from 3 Google reviews.

Reston, Virginia

United Capital Financial Advisors is an investment advisory firm in Reston, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Richmond, Virginia

Founders Grove Wealth Partners is an independent wealth management firm headquartered in Richmond, Virginia, founded by Jeremiah Winters (CAP®, CFP®, CPWA®, RICP®) and Kate Atwood (CFP®, CEPA®, CRPC®). The firm provides financial planning, investment management, tax strategy, liquidity management, and specialized services for entrepreneurs and business owners, along with estate and legacy planning. The team works with clients navigating life transitions such as retirement, business monetization, and major financial changes, emphasizing objective analysis unbounded by product platforms or ownership constraints.

Richmond, Virginia

WealthCrossing is a Richmond-based financial planning and investment management firm established in 2005. The firm serves pre-retirees, retirees, and multi-generational families, offering integrated services including retirement planning, cash flow planning, estate planning, portfolio design and monitoring, tax planning, and wealth transfer strategies. The team comprises tax and investment professionals who work collaboratively with clients to coordinate planning across all financial areas.

Richmond, Virginia

Ray Olson Family Financial Planning is an independent firm in Richmond, Virginia that offers financial planning with a focus on retirement planning. The firm works with clients across their full financial landscape—including investments, tax strategy, and estate matters—by coordinating with a team of professionals such as CPAs and estate attorneys. The principals take a values-based approach that considers clients' specific goals and time horizons, with an emphasis on understanding the reasoning behind investment decisions.

Richmond, Virginia

Fee-Only Independent RIA

Valeo Financial Advisors is an independent, fee-only registered investment advisor based in Richmond, Virginia that provides financial planning and investment management services. The firm addresses clients' comprehensive financial needs, including retirement planning, insurance coordination, tax strategy, cash flow analysis, education funding, and estate planning, rather than limiting scope to investments alone. As a fiduciary, Valeo operates transparently under a single fee model and does not sell insurance products or earn commissions.

Richmond, Virginia

Grove Wealth Partners of Raymond James, based in Richmond, Virginia, provides wealth management and financial planning services guided by a 3E approach (Efficient, Effective, Everyday). The firm's principal, Roger, holds the Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Chartered Financial Consultant (ChFC) credentials, and works with individuals across multiple generations, business owners, and nonprofit organizations on comprehensive financial planning and investment management. The team focuses on helping clients address financial complexities so they can pursue personal goals, whether that involves transitioning to a work-optional lifestyle or achieving other life objectives.

Richmond, Virginia

Fee-Only

Spark Financial Advisors is a fee-only fiduciary firm based in Richmond, Virginia that also serves clients nationwide virtually. The firm provides financial planning and investment management, with particular expertise in small business retirement plans, and specializes in working with high-net-worth and high-income women and families. Founded in 2018, the firm's advisors hold CFP credentials and employ an academic research-based approach emphasizing long-term strategy, tax efficiency, and alignment of investments with personal goals.

Richmond, Virginia

Commission + Fee-Only

EvoAdvisors is an investment advisory firm in Richmond, Virginia. It acts as a fiduciary. Services include Financial Planning. Compensation is on a commission and fee-only basis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Richmond, Virginia

Heritage Wealth Advisors, founded in 2005 and based in Richmond with three locations, serves families, business owners, and institutions seeking coordinated advice across investments, tax strategy, estate planning, private markets, and charitable giving. The firm operates as a fiduciary and offers financial planning, investment management, family office services, tax planning, philanthropic advisory, and institutional support, with approximately $5 billion in assets under management. The firm was established by founder Dee Ann to provide relationship-focused guidance alongside comprehensive financial stewardship across multiple service areas.

Richmond, Virginia

Covenant Wealth Advisors is a fee-only fiduciary firm serving Richmond, Williamsburg, and Reston, Virginia, as well as clients nationwide, with over $909 million in assets under management. The firm integrates retirement planning, investment management, estate planning, and tax planning services, led by a team that includes CERTIFIED FINANCIAL PLANNER™ professionals and a CPA, each bringing an average of 18+ years of industry experience. Operating on a fee-only model with no commissions, the firm focuses on helping clients approach and navigate retirement through personalized financial strategies.

Richmond, Virginia

Legacy Advisor Group is a wealth management firm in Richmond, Virginia that offers investment management, retirement planning, and estate planning services. The firm manages investment accounts including mutual funds and ETFs, coordinates with clients' tax advisors to address tax efficiency on managed accounts, and helps clients analyze cash flow and develop strategies for major expenses and long-term financial goals. The team includes wealth managers and relationship professionals with background in financial advisory services.

Richmond, Virginia

Godsey & Gibb Wealth Management is an independent, registered investment adviser in Richmond serving high-net-worth individuals and families since 1985. The firm provides financial planning, investment management, and tax planning services, integrating research-driven portfolio construction with tax-efficient strategy development and ongoing relationship management. Operating without a parent company or institutional affiliations, the firm applies institutional-grade investment analysis and disciplined portfolio management to individual client situations. The firm emphasizes long-term client relationships, with original clients from its 1985 founding remaining engaged with the firm today.

Richmond, Virginia

Price Financial Services is a Richmond-based wealth management firm that works with investors across different experience levels and financial situations. The firm conducts an assessment of client goals, risk tolerance, and financial documents before developing customized strategies and implementing ongoing portfolio adjustments. Services encompass wealth management and retirement planning, with the firm emphasizing long-term client relationships and communication throughout market changes and life transitions.

Richmond, Virginia

Ashwood Financial Partners is an independent, fiduciary financial advisory firm in Richmond, Virginia, serving families, businesses, and nonprofits. The firm offers financial planning, investment management, tax-aware planning, and retirement plan advisory services, with a team holding credentials including CFA, CFP®, CPFA®, AIF®, and CRPS®. Led by founder Ashby W. Price (CFA, AIF®, CPFA®, CRPS®) with over 25 years of experience, the firm integrates institutional-grade technology with relationship-based advisory to address clients' retirement readiness, wealth management, and fiduciary plan governance needs.

Richmond, Virginia

Raymond James & Associates is an investment advisory firm in Richmond, Virginia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Richmond, Virginia

Journey Strategic Wealth's Richmond team offers financial planning and investment management services to entrepreneurs, executives, and families in the Richmond and Orlando areas and across the United States. Led by CFP® professionals Chad Faulkenberry and Angela Lessor, the firm takes a holistic approach to planning and disciplined investment management, with a focus on aligning strategies to clients' personal priorities. The team emphasizes ongoing client relationships and adapts plans as circumstances evolve over time.

Richmond, Virginia

Fuller Wealth Advisors provides financial planning and investment management services to clients in Richmond, Virginia, with a stated focus on helping individuals identify personal financial goals and develop long-term strategies. The firm employs a passive, diversified investment approach grounded in academic research, emphasizing broad market exposure and low-cost strategies rather than active stock selection. Core to their philosophy are the principles that markets price securities efficiently, diversification reduces risk, and investment discipline and tax efficiency drive portfolio outcomes.

Richmond, Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Richmond, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Roanoke, Virginia

Capital Life & Retirement, LLC is an investment advisory firm in Roanoke, Virginia. Services include Insurance Analysis. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Roanoke, Virginia

James Hall Jr. is an investment advisory firm in Roanoke, Virginia. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Roanoke, Virginia

Insurance-Based

Andrew Fenstermaker, Co-Founder, Financial Advisor - Solid Rock Financial Partners, LLC is an insurance-based firm in Roanoke, Virginia. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Roanoke, Virginia

Selective Wealth Management - Roanoke is an investment advisory firm in Roanoke, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Roanoke, Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Roanoke, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Roanoke, Virginia

Martin Wealth Solutions, based in Roanoke, Virginia, provides financial planning services to clients aged 50 and older, with a focus on retirement income, tax planning, investment positioning, and healthcare coordination through their proprietary SmartWealth System. Operating as a fiduciary, the firm conducts comprehensive reviews of existing strategies to identify tax inefficiencies and income gaps, then develops and implements retirement plans with ongoing adjustments as circumstances evolve. The firm has been in business for more than a decade and uses Charles Schwab as its custodian.

Roanoke, Virginia

Daniel Webb operates Solid Rock Financial Partners, LLC in Roanoke, Virginia, offering financial planning with a focus on retirement planning and investment management. The firm provides fee-based planning through Eagle Strategies LLC, a registered investment advisor, and offers a range of products including mutual funds, IRAs, 529 college savings plans, employer-sponsored retirement plans, life insurance, long-term care insurance, disability income protection, and annuity products for retirement income. The firm is affiliated with New York Life, with securities offered through NYLIFE Securities LLC.

Roanoke, Virginia

C. Whitney Brown Jr., CFA, CIC is an investment advisory firm in Roanoke, Virginia. Services include Financial Planning. Its advisors hold CFA credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Roanoke, Virginia

Henry Caldwell - Raymond James is an investment advisory firm in Roanoke, Virginia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Roanoke, Virginia

Valley Wealth Group provides financial planning and retirement planning services to individuals and families in Roanoke, Virginia. The firm emphasizes a client-centric approach that addresses gaps in conventional planning methods, offering personalized strategies designed around each client's specific circumstances and long-term financial goals. The firm's process centers on developing relationships built on understanding clients' unique situations before recommending solutions.

Roanoke, Virginia

PeakValley Wealth, LLC is an investment advisory firm in Roanoke, Virginia. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Roanoke, Virginia

Guelich Capital Management is a registered investment advisor in Roanoke, Virginia, offering financial planning and investment management services. The firm is led by a mother-son team and operates under a fiduciary standard, working with professionals and families to develop personalized strategies addressing goals ranging from education funding to debt reduction. The firm emphasizes a collaborative relationship-based approach, beginning with clients' expressed objectives and financial concerns to structure customized plans.

Springfield, Virginia

Crece Latino is a tax and accounting firm based in Springfield, Virginia, offering bilingual services in Spanish and English to the DMV area. The firm provides tax preparation, business registration, bookkeeping, notarization, and document translation services, with online and in-person options available. With more than 11 years of combined experience, the firm handles individual and business tax returns, maintains accounting records for small businesses, and processes certified translations accepted by government agencies.

Springfield, Virginia

Daysi Tax Multi Services, based in Springfield, Virginia, has provided tax preparation, accounting, notary, and financial advisory services for over a decade. The firm serves families and businesses, offering integrated support to address tax compliance and financial organization needs.

Stafford, Virginia

ILG Financial is a wealth management and retirement planning firm based in Stafford, Virginia, serving the Northern Virginia and Fredericksburg regions for more than a decade. The firm offers insurance analysis and planning services, with a stated approach centered on three core areas: income, legacy, and growth. ILG works with clients to develop retirement strategies and help them sustain their lifestyle throughout retirement.

Sterling, Virginia

Aeon Wealth Management is an investment advisory firm in Sterling, Virginia. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tazewell, Virginia

PeakValley Wealth, LLC is an investment advisory firm in Tazewell, Virginia. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tysons, Virginia

Glassman Wealth Services is an investment advisory firm in Tysons, Virginia. Services include Financial Planning and Investment Management. Advisory services are available in English and Spanish. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Tysons, Virginia

YTS Wealth Management, based in Tysons, Virginia, provides financial planning, tax planning, investment management, and wealth management services. The firm uses a data-driven analytical approach to evaluate clients' financial situations and develop personalized wealth strategies.

Vienna, Virginia

Chauvon McFadden, Principal - Crimson Wealth Strategies LLC is an investment advisory firm in Vienna, Virginia. Services include Financial Planning. Its advisors hold CFA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Vienna, Virginia

McAdam Financial, based in Vienna, Virginia, provides financial planning, investment management, retirement planning, estate planning, and insurance analysis services. The firm is led by Phil Simonides, CFP®, who brings over 37 years of experience. McAdam, LLC is a registered investment advisor, and securities are offered through Madison Avenue Securities, LLC, a FINRA/SIPC member. The firm offers client events focused on retirement planning strategies and tax-related retirement considerations.

Vienna, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Vienna, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Vienna, Virginia

Bassem Beaini, Founder - Beaini Financial Solutions is an investment advisory firm in Vienna, Virginia. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Virginia Beach, Virginia

Freedom Point, operating in Virginia Beach, offers financial planning and investment management services alongside business planning, estate planning, and risk management. The firm is staffed by advisors including Ryan, who holds CFP®, ChFC®, CLU®, and CExP™ designations and focuses on families and business owners, and Adam Morgan, a member of the Million Dollar Round Table. Over the past 8 years, the firm has served approximately 1,000 young professionals across 10 states, emphasizing client education and collaborative planning with legal and tax professionals.

Virginia Beach, Virginia

FFA Wealth is a fee-based fiduciary financial advisor in Virginia Beach serving individual investors and entrepreneurs. The firm's advisors are registered investment advisor representatives bound by SEC fiduciary standards to prioritize client interests in all recommendations and provide transparent fee disclosures. Estate planning is among the services offered, and the firm emphasizes collaboration with clients' other professional advisors such as CPAs and attorneys.

Williamsburg, Virginia

Covenant Wealth Advisors is a fiduciary financial advisory firm with locations in Williamsburg, Richmond, and Reston, Virginia, serving clients nationwide. The firm provides investment management, retirement planning, estate planning, and tax planning on a fee-only basis with no commissions. The team includes CERTIFIED FINANCIAL PLANNER™ professionals and a CPA, with an average of 18+ years of industry experience per advisor. As of December 31, 2025, the firm manages over $909 million in assets and maintains a 98% client retention rate.

Williamsburg, Virginia

Insurance-Based

Northwestern Mutual - Williamsburg is an insurance-based firm in Williamsburg, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 14 Google reviews.

Williamsburg, Virginia

Williamsburg Financial Group is an investment advisory firm in Williamsburg, Virginia. Services include Estate Planning and Financial Planning. The firm specializes in Tax Strategy and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 3 Google reviews.

Williamsburg, Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Williamsburg, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Williamsburg, Virginia

Fee-Only

Spark Financial Advisors is a fee-only fiduciary firm founded in 2018 that offers financial planning, investment management, and small business retirement plan services to high-net-worth and high-income women and families across Williamsburg and Richmond, Virginia, as well as virtual clients nationwide. The firm's advisors hold CFP credentials and employ research-based investment strategies emphasizing long-term approaches, risk management, tax efficiency, and alignment with client goals. The firm works with clients through an initial consultation to understand their aspirations, then collaborates on a personalized financial plan that addresses retirement planning, tax considerations, and ongoing portfolio management with regular annual reviews.

Williamsburg, Virginia

Tenzing Financial provides financial planning and investment management services to successful professionals, retirees, and multigenerational families in Williamsburg, Virginia. The firm offers retirement planning, investment management, tax strategy, education planning, and estate planning services, with a stated emphasis on understanding clients' goals and values before providing guidance. The team works with clients navigating major life transitions such as business exits, retirement, and legacy planning, and constructs customized financial plans and investment portfolios aligned with each client's circumstances and time horizon.

Williamsburg, Virginia

Colonial River Wealth Management is an investment advisory firm in Williamsburg, Virginia. Services include Financial Planning and Insurance Analysis. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Winchester, Virginia

HW CPAs + Advisors is an investment advisory firm in Winchester, Virginia. Services include Estate Planning and Tax Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Winchester, Virginia

Ball, Warren and Branch Wealth Management is part of DA Davidson and operates in Winchester, Virginia, offering investment management and wealth management services. The firm integrates investments, cash flow, insurance, and debt management within a personalized planning framework designed to address both near-term and long-term financial objectives.

Winchester, Virginia

United Capital Financial Advisors is an investment advisory firm in Winchester, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

Winchester, Virginia

Buttonwood Wealth, located in Winchester, Virginia, provides financial planning services grounded in modern portfolio theory and asset allocation principles. The firm uses advanced planning technology and emphasizes a client-directed approach where individuals define their financial goals and receive guidance on relevant decisions to align their finances with their life priorities. The team includes advisors with backgrounds in finance and investment advisory experience, with some holding FINRA registrations.

Wirtz, Virginia

Brandon Blankenship holds an MBA and CRC credential and operates as an independent insurance advisor with Futurity First Insurance Group in Wirtz, Virginia. He provides analysis and guidance on health insurance, life insurance, Medicare options, and retirement planning tools for individuals, families, and businesses. His approach involves assessing client goals and existing coverage before recommending options from Futurity First's portfolio of carriers.

Wytheville, Virginia

Aaron Summers is an investment advisory firm in Wytheville, Virginia. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Wytheville, Virginia

Rusty Jones, CPA is an investment advisory firm in Wytheville, Virginia. Services include Financial Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Yorktown, Virginia

Advantage Financial is a Yorktown, Virginia-based advisory firm offering financial planning, investment management, retirement planning, estate planning, and insurance services. The firm employs a six-step planning process that includes goal identification, resource assessment, risk-return evaluation, and personalized strategy development, supported by financial planning software. Its advisors draw on over a century of combined industry experience and provide complimentary initial financial reviews. The firm emphasizes individualized planning and coordination with clients' legal and tax professionals on matters including Social Security strategy, asset allocation, and legacy planning.

Yorktown, Virginia

Eagle Wealth Advisors is a wealth management firm based in Yorktown, Virginia, serving clients in the Hampton Roads, Williamsburg, and Richmond areas for over a decade. The firm uses a data-driven approach that begins with an assessment of client risk tolerance and time horizon to inform investment strategy development. The practice emphasizes a team-based methodology and maintains a proactive stance toward addressing client financial goals and challenges throughout the planning and execution process.