VA · Leesburg

Fiduciary advisors in Leesburg, VA

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

3 listed

3 results in Leesburg

Fellows Financial Group

★5.0(2)

Leesburg, Virginia

CLU

Insurance Planning

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.

View details

Integrated Wealth Advisors

★5.0(5)

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.

View details

Merrill Lynch Wealth Management

★3.7(3)

Leesburg, Virginia

Wirehouse

Investment Management Wealth Management

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.

View details

Financial advisors in Leesburg, Virginia

Advisors serving Leesburg 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.

Back to all Virginia advisors