VA · Fairfax

Fiduciary advisors in Fairfax, VA

3 advisors with offices in Fairfax. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Fairfax

Cornerstone Advisor Group

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.

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Northwestern Mutual

Fairfax, Virginia

Insurance-Based

Insurance Planning Investment Management Wealth Management

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.

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The McGruder Group CPAs

★4.6

Fairfax, Virginia

CPA

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.

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Financial advisors in Fairfax, Virginia

Advisors serving Fairfax specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Virginia's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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