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, based in Leesburg, Virginia, specializes in insurance planning and analysis. The team holds the CLU (Chartered Life Underwriter) credential. Services are conducted in English.

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Integrated Wealth Advisors

★5.0(5)

Leesburg, Virginia

Integrated Wealth Advisors is located in Leesburg, Virginia and provides financial planning services. The firm operates in English.

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Merrill Lynch Wealth Management

★3.7(3)

Leesburg, Virginia

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management operates in Leesburg, Virginia as a wirehouse firm providing financial planning and investment management services. The office specializes in wealth management and investment management for clients in the region. English-language services are available.

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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.

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Fellows Financial Group

Integrated Wealth Advisors

Merrill Lynch Wealth Management

Financial advisors in Leesburg, Virginia

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