VA · Virginia Beach

Fiduciary advisors in Virginia Beach, VA

2 advisors with offices in Virginia Beach. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Virginia Beach

FFA Wealth

Virginia Beach, Virginia

FFA Wealth is a fee-based fiduciary financial advisor in Virginia Beach serving individual investors and entrepreneurs. The firm's advisors are registered investment advisor representatives bound by SEC fiduciary standards to prioritize client interests in all recommendations and provide transparent fee disclosures. Estate planning is among the services offered, and the firm emphasizes collaboration with clients' other professional advisors such as CPAs and attorneys.

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Zeib Parvez, Financial Advisor with Freedom Point

Virginia Beach, Virginia

Retirement Planning Investment Management

Freedom Point, operating in Virginia Beach, offers financial planning and investment management services alongside business planning, estate planning, and risk management. The firm is staffed by advisors including Ryan, who holds CFP®, ChFC®, CLU®, and CExP™ designations and focuses on families and business owners, and Adam Morgan, a member of the Million Dollar Round Table. Over the past 8 years, the firm has served approximately 1,000 young professionals across 10 states, emphasizing client education and collaborative planning with legal and tax professionals.

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Financial advisors in Virginia Beach, Virginia

Advisors serving Virginia Beach 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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