Fiduciary advisors in Alexandria, VA

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

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

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

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.

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.