Fiduciary advisors in Roanoke, VA

Roanoke, Virginia

Insurance-Based

Andrew Fenstermaker, Co-Founder, Financial Advisor - Solid Rock Financial Partners, LLC is an insurance-based firm in Roanoke, Virginia. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Roanoke, Virginia

C. Whitney Brown Jr., CFA, CIC is an investment advisory firm in Roanoke, Virginia. Services include Financial Planning. Its advisors hold CFA credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Roanoke, Virginia

Capital Life & Retirement, LLC is an investment advisory firm in Roanoke, Virginia. Services include Insurance Analysis. The firm specializes in Retirement Planning. 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.

Roanoke, Virginia

Daniel Webb operates Solid Rock Financial Partners, LLC in Roanoke, Virginia, offering financial planning with a focus on retirement planning and investment management. The firm provides fee-based planning through Eagle Strategies LLC, a registered investment advisor, and offers a range of products including mutual funds, IRAs, 529 college savings plans, employer-sponsored retirement plans, life insurance, long-term care insurance, disability income protection, and annuity products for retirement income. The firm is affiliated with New York Life, with securities offered through NYLIFE Securities LLC.

Roanoke, Virginia

Guelich Capital Management is a registered investment advisor in Roanoke, Virginia, offering financial planning and investment management services. The firm is led by a mother-son team and operates under a fiduciary standard, working with professionals and families to develop personalized strategies addressing goals ranging from education funding to debt reduction. The firm emphasizes a collaborative relationship-based approach, beginning with clients' expressed objectives and financial concerns to structure customized plans.

Roanoke, Virginia

Henry Caldwell - Raymond James is an investment advisory firm in Roanoke, Virginia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Roanoke, Virginia

James Hall Jr. is an investment advisory firm in Roanoke, Virginia. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Roanoke, Virginia

Martin Wealth Solutions, based in Roanoke, Virginia, provides financial planning services to clients aged 50 and older, with a focus on retirement income, tax planning, investment positioning, and healthcare coordination through their proprietary SmartWealth System. Operating as a fiduciary, the firm conducts comprehensive reviews of existing strategies to identify tax inefficiencies and income gaps, then develops and implements retirement plans with ongoing adjustments as circumstances evolve. The firm has been in business for more than a decade and uses Charles Schwab as its custodian.

Roanoke, Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Roanoke, 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 5-star rating from 2 Google reviews.

Roanoke, Virginia

PeakValley Wealth, LLC is an investment advisory firm in Roanoke, 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.

Roanoke, Virginia

Selective Wealth Management - Roanoke is an investment advisory firm in Roanoke, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Roanoke, Virginia

Valley Wealth Group provides financial planning and retirement planning services to individuals and families in Roanoke, Virginia. The firm emphasizes a client-centric approach that addresses gaps in conventional planning methods, offering personalized strategies designed around each client's specific circumstances and long-term financial goals. The firm's process centers on developing relationships built on understanding clients' unique situations before recommending solutions.