Find the right advisors to meet your financial planning needs in Virginia

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Virginia that can fulfill your requirements.

List of Qualified
Financial Planners in Virginia

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Brian Bowen

Integrity Financial Planning, Inc.

1315 Second St. SW, Suite 102

Roanoke, VA 24016

540-266-3100

Connect with Brian
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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

Connect with Bryan
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Daniel R. Hill

D. R. Hill Wealth Strategies, LLC

10800 Midlothian Turnpike
Suite 154

Richmond, VA 23235

804-897-3919

Connect with Daniel
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Emily Robbins

Virginia Asset Group

607 Lynnhaven Parkway

Virginia Beach, VA 23452

757-747-2556

Connect with Emily
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Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD
B

Alexandria, VA 22310

703-674-9038

Connect with Glenn
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Michael Travis

Financial Designs Of Virginia

5041 Corporate Woods Dr. Ste 240

Virginia Beach, VA 23462

757-473-9022

Connect with Michael
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Jessie Doll

ReFrame Wealth

3251 Old Lee Highway Suite 502

Fairfax, VA 22030

571-895-2998

Connect with Jessie
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Christy Martinich

Edelman Financial Engines, LLC

4000 Legato Road, 9th Floor

Fairfax, VA 22033

703-251-0149

Connect with Christy
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Darren Colananni

Centurion Wealth Management

7901 Jones Branch Drive
Suite 800

McLean, VA 22102

571-765-2301

Connect with Darren
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Neal Richards

Edelman Financial Engines, LLC

200 Westgate Pkwy
Suite 202

Henrico, VA 23233

804-523-4555

Connect with Neal
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Scott Morrello

Edelman Financial Engines, LLC

1800 Diagonal Road
Suite 480

Alexandria, VA 22314

703-991-1647

Connect with Scott
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Sean Connolly

Edelman Financial Engines, LLC

1750 Tysons Blvd.
Suite 910

Tysons Corner, VA 22102

703-677-9729

Connect with Sean
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Dean Tsantes

Edelman Financial Engines, LLC

19775 Belmont Executive Plaza
Suite 510

Ashburn, VA 20147

703-251-0197

Connect with Dean
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Jeffrey Lippman

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

McLean, VA 22102

703-821-2000x212

Connect with Jeffrey
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Dan Uribe

Good Wealth Management

544 S. Main St

Harrisonburg, VA 22801

540-801-8000

Connect with Dan

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?

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