Fiduciary advisors in Norfolk, VA

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

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.

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

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.