Fee-Only Financial Planners in:
Virginia

These Virginia Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Virginia Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Hui-chin Chen, CFP®
Pavlov Financial Planning
Arlington VA,
Fee-Only Financial Planner located in Arlington, VA and serving clients across the world through virtual meetings
Kevin Lozer, CFP®
ClearLogic Financial, Inc
Reston VA
We are experts in helping federal employees, retirees, and business owners reach advanced financial clarity.
Carolyn Walder, CFP®
Lifetime Wealth Planning and Management
National Harbor MD, Alexandria VA
Fee-Only Financial Planner with offices in National Harbor, Maryland, and Alexandria, Virginia
Bonnie Sewell, CFP®, CDFA™, AIF®
American Capital Planning
Leesburg VA, Miami FL
Fee Only Flat Fee Fiduciary Financial Freedom Expert
Bruce Harrison, CFP®
Harrison & Co Wealth Management, LLC
Roanoke VA, Salem VA, Lynchburg VA
Fee-Only Financial Planner located in Roanoke, VA and serving the entire Roanoke, Salem, and Lynchburg area, and clients across the country.
Jeffrey Schatz, CFP®
Alliant Wealth Advisors
Prince William VA, Reston VA, Fairfax County VA, Washington DC, Alexandria VA, Annandale VA, Gainesville VA, Woodbridge VA, Manassas VA
Fee Only Financial Planner Located in Northern Virginia and Serving Clients Nationwide
Donna Wood, CPA/PFS, CFP®
Wood Smith Advisors
Haymarket VA, Prince William County VA, Loudoun County VA, Gainesville VA, Fauquier County VA
Fee Only Financial Planning and Investment Advisory firm based in Haymarket, Northern Virginia serving the Entire Washington D.C. Area and U.S. Citizens worldwide.
Ben Brown, CFP®, EA
Entelechy
Bethesda MD, Washington DC, Arlington VA, Silver Spring MD
I help people use money as a tool to realize life goals and reach their full potential. No sales. No minimums. No hidden fees. No nonsense. Based in Bethesda, MD and serving clients nationwide.
Mark Atherton, CFP®
ClearLogic Financial, Inc
Reston VA
We are experts in helping federal employees, retirees, and business owners reach advanced financial clarity.
Carolyn Nunez, CFP®, MBA
Ithaka Financial Planning, LLC
Fairhaven MA, Bethesda MD, Washington DC, Chevy Chase MD, Silver Spring MD, Arlington MD, Fairfax VA, Falls Church VA, McLean VA, Fairhaven MA, New Bedford MA, Marion MA, Cape Cod MA
Fee-Only Financial Planner serving clients nationwide from offices in Fairhaven, MA and Bethesda, MD.
Jane O'Mara, CFP®
FBB Capital Partners
Bethesda MD, Vienna VA, Easton MD, Annapolis MD, Reston VA
Fee-Only Financial Planner serving the Eastern Shore, Bethesda, MD, the greater Baltimore-Washington metropolitan area, and nationwide.
Brian Carlton, CFP®, LHIC, MBA
HSC Wealth Advisors
Forest VA, Lynchburg VA
Independent Financial Planner located in Lynchburg, VA and Serving Clients Nationwide
Kimberly Cox, CFP®, MBA
West Financial Services, Inc.
McLean VA, Fairfax VA
Fee-Only Financial Planner located in McLean, VA and serving Fairfax County and the entire Northern VA and Washington D.C. area
John Frisch, CFP®, CPA, PFS, AIF®, PPC™
Alliant Wealth Advisors
Prince William VA, Reston VA, Alexandria VA, Annandale VA, Fairfax VA, Gainesville VA, Woodbridge VA, Prince William County VA, Manassas VA
Fee Only Financial Planner Located in Northern Virginia and Serving Clients Nationwide
J. Mark Joseph, CPA/PFS, CFP®, ChFC®, CLU®, CAP®, CASL®
Sentinel Wealth Management
Reston VA, McLean VA, Great Falls VA, Fairfax VA, Bethesda MD, Potomac MD, Chevy Chase MD, Washington DC, Vienna VA, Oakton VA, Falls Church VA
Glen Buco, CFP®
West Financial Services, Inc.
McLean VA, Fairfax VA
Fee-Only Financial Planner located in McLean, VA and serving Fairfax County and the entire Northern VA and Washington D.C. area
Robert Tull, Jr., CFP®, MBA
Tull Financial Group, Inc.
Chesapeake VA
Fee Only Financial Planner Located in Chesapeake, VA and Serving Clients Nationwide
Albert Teplin, PhD, CFP®
The Connemara Group LLC
Rockville MD, Washington DC, Arlington VA
No hidden agendas. No product sales. No commissions. Just an unswerving commitment to helping you manage, protect, and grow your resources.
Thomas Conway, JD, CFP®, AEP®, CLU®, CIMA®, CPWA®, AIF®, RICP®, CRC®, CPO®
Connemara Group
Rockville MD, Washington DC, Arlington VA, Rockville MD
No hidden agendas. No product sales. No commissions. Just an unswerving commitment to helping you manage, protect, and grow your resources.
Jaime Quiros, CFP®
FBB Capital Partners
Bethesda MD, Vienna VA, Easton MD, Annapolis MD, Tysons Corner VA, Reston VA
Fee-Only Financial Planner serving the Eastern Shore, Bethesda, MD, the greater Baltimore-Washington metropolitan area, and nationwide.
Steven Jefferys, CFP®, CFA®, MBA
Arch Financial Advisors, LLC
Bethesda MD, McLean VA, Washington DC, Rockville MD, Silver Spring MD, Potomac MD
Fee-Only Financial Planner located in Bethesda, MD and serving the entire Washington D.C. and McLean, VA area
Daniel Joss, MBA, CFP®, RLP®, CKA®
Joss Financial Group
Williamsburg VA
Fee Only Financial Planner Located in Williamsburg, VA and Serving Clients Nationwide
Barry Korb, CFP®
Lighthouse Financial Planning
Potomac MD, Bethesda MD, Gaithersburg MD, Rockville MD, Silver Spring MD, Columbia MD, Alexandria VA, Annandale VA, Arlington VA, Fairfax VA, Falls Church VA, McLean VA, Spring Valley NY, Spring Valley NY
Fee-Only Financial Advisor serving Potomac, MD area.
Kathleen Hastings, CFP®, CLU®, ChFC®, CASL®
FBB Capital Partners
Bethesda MD, Vienna VA, Easton MD
Fee-Only Financial Planner serving the greater Baltimore-Washington metropolitan area, to include northern Virginia, Maryland, District of Columbia, and nationwide.
Eric Hess, CFP®, ChFC®
Alpha Financial Advisors, LLC
McLean VA
Fee Only Financial Planner Located in McLean, VA and Serving the Entire Northern Virgina Area and Clients Nationwide
Philip Wallin, CFP®, CPA
Atlas Financial
Richmond VA, Glen Allen VA, Midlothian VA, Williamsburg VA
Atlas Financial specializes in providing fee-only financial planning, investment management, and tax services to individuals, families, and business owners.
Brian Mackin, CFP®
West Financial Services, Inc.
McLean VA
Fee-Only Financial Planner located in McLean, VA and serving Fairfax County and the entire Northern VA and Washington D.C. area
Jennifer Luzzatto, CFP®, CFA®, MBA
Summit Financial Planning
Glen Allen VA, Richmond VA
Fee-Only Financial Advisor serving the Richmond, VA area.
Richard Slater, CFP®
RP Slater Financial Management, LLC
Reston VA
Fee-Only Financial Planner serving the Reston, VA area.
Mitchell Martin, CFP®, MBA
Mitchell Advisory, Inc.
Reston VA, McLean VA, Reston VA, Fairfax VA, Herndon VA, Great Falls VA, Alexandria VA
Fee-Only Financial Advisor the Entire Northern Virginia Area
Robert Sinsheimer, CFP®, CPA, MBA
The Connemara Group LLC
Rockville MD, Washington DC, Arlington VA
No hidden agendas. No product sales. No commissions. Just an unswerving commitment to helping you manage, protect, and grow your resources.
Victoria Henry, CFP®
West Financial Services, Inc.
McLean VA
Fee-Only Financial Planner located in McLean, VA and serving Fairfax County and the entire Northern VA and Washington D.C. area
James Pearman, CFP®, CPA, PFS
Partners in Financial Planning, LLC
Salem VA
Fee-Only financial planner serving Salem, Roanoke, and Southwest VA.
Bob Pugh, CFP®, CFA
Insight Wealth Management, Inc.
Gainesville VA, Haymarket VA, Leesburg VA, Middleburg VA, Alexandria VA, Alexandria VA, Ashburn VA, Fairfax VA, Fairfax County VA, Fauquier County VA, Loudoun County VA, McLean VA, Occoquan VA, Prince William County VA, Prince William VA, Reston VA, Annandale VA, Falls Church VA, Great Falls VA, Herndon VA, Midlothian VA, Oakton VA, Winchester VA, Potomac Falls VA, Baltimore MD, Bethesda MD, Manassas VA
Fee-Only Financial Advisor and Investment Manager based in Gainesville, Virginia and serving the entire Northern Virginia and Washington, DC communities, as well clients nationwide and globally.
Beth Remick, CFP®, MBA
Ithaka Financial Planning, LLC
Bethesda MD, Mattapoisett MA, Washington DC, Chevy Chase MD, Silver Spring MD, Arlington MD, Fairfax VA, Falls Church VA, McLean VA, Fairhaven MA, New Bedford MA, Marion MA, Cape Cod MA
Fee-Only Financial Planner serving clients nationwide from offices in Bethesda, MD and Mattapoisett, MA.
Gordon Bernhardt, CFP®, CPA, PFS, AIF®
Bernhardt Wealth Management
McLean VA, Washington DC
Fee-Only Financial Advisor located in McLean, VA and serving the Washington, DC area
Femi Shote, CFP®, CLU®, ChFC®, AIF®
RetireWiseCFP
Potomac Falls VA, Tysons Corner VA
Fee-Only Financial Advisor in Northern, VA Serving Clients Nation Wide
Laurie Belew - FJY Financial - Reston VA
Timothy Wesling - Wesling Financial Planning Services Corp. - Alexandria VA
Claire Emory, CFP®, CFA®, MBA - Clarity Financial Planning - Arlington VA
John Fiege, CFP® - Financial Solutions - Onancock VA
Joseph D'Orazio - D'Orazio & Associates - Falls Church VA
William Edwards, ChFC® - Financial Management Consultants of Virginia - Virginia Beach VA
Steve Lingle, CFP®, MBA - Lighthouse Financial Planning, LLC - Fairfax VA, Potomac MD
David O'Brien, AIF®, CFP®, MBA - Evolution Advisers - Midlothian VA
Christine Mistr, CPA, JD - Dominion Financial Consultants, LLC - Winchester VA
Darren Koch - Steigerwald, Gordon & Koch Inc. - Leesburg VA
Vivian Honeycutt, CFP® - Honeycutt Financial Services - Chesapeake VA
James Shepherd, CFP®, CPA, EA - Verus Financial Partners - Richmond VA
Blaine Dunn, CFP® - Dunn Financial Advisors, LLC - Winchester VA, McLean VA
Jamie Malone - JoycePayne Partners - Richmond VA
Paul Collinson - Legacy Planning Advisors, LLC - Arlington VA
Jim Flinchum, CFP®, CIMA - Bay Capital Advisors, LLC - Virginia Beach VA
Marjorie Burnett - MAB Financial Planning - Arlington VA
Michael Joyce - JoycePayne Partners - Bethlehem PA, Richmond VA
Wendell Fuller - Fuller Wealth Advisors, Inc. - Richmond VA
Kristofor Behn, CFP® - Fieldstone Financial - Boston MA, Bethesda MD, Wilmington DE, Foxboro MA, Alexandria VA, Radnor PA
Lisa Kirchenbauer - Omega Wealth Management, LLC - Arlington VA
Kyle Meyer - McLean Asset Management Corporation - McLean VA
Wesley Stien - Lodestar Financial Management - Arlington VA
Kathleen Cote - Cote Financial Planning - Oakton VA
John Vyge - Hillebrand Financial Planning, LLC - Reston VA
Cynthia Petzold, CFP®, MBA - CommonWealth Financial Planning, LLC - Roanoke VA, Roanoke VA
Jon Yankee - Fox, Joss & Yankee, LLC - Reston VA
Michael Powers - Verus Financial Partners - Richmond VA
Beth Nedelisky - Marotta Wealth Management, Inc. - Charlottesville VA
Katherine Brown, BA, PFP, NAPFA Registred Advisor - BrownPlanning - Newport News VA
Marshall Groom Jr., CFP®, JD - Groom Financial Advisory - Virginia Beach VA, Richmond VA, Virginia Beach VA
David Marotta, AAMS, AIF, CFP® - Marotta Wealth Management, Inc. - Charlottesville VA
Phillip Bour, CFP®, EA - BourGroup - South Riding VA
Richard Bryan, CFP® - Partners in Financial Planning, LLC - Salem VA Charleston SC
David Jacoby, CPA, CFP® - Remote Financial Planner - Arlington VA
John Clair, CFP® - Evolution Advisers - Midlothian VA
Barry Glassman - Glassman Wealth Services, LLC - Vienna VA
Jeffrey Zures - Sanchez & Zures, LLC - Washington DC, McLean VA
Mark Witaschek - McLean Asset Management Corporation - McLean VA
John Bowen, CPA, CFP® - Bowen Financial Services, LLC - Midlothian VA
Wan McCormick - Reliable Alliance Financial - Fairfax VA
Glenn Mickelson - Professional Financial Solutions, LLC - Fairfax VA
Susan Chesson - Focus Wealth Management, Ltd. - Middleburg VA, Fairfax VA
Rick Huff, CPA/PFS, MS Tax - HSC Wealth Advisors - Forest VA
Edward Hoppe, CPA/PFS, CFP®, AIF® - Verus Financial Partners - Richmond VA
Marcio Silveira, CFP®, CFA®, MBA - Pavlov Financial Planning - Arlington VA
Edwin Knowles - The Knowles Company, LLC - Oakton VA
Robert Papa - McLean Asset Management Corporation - McLean VA
Dean Knepper - Lifetime Financial Planning, Inc. - Herndon VA, Leesburg VA
Lauren Zangardi Haynes, CFP®, CIMA® - Evolution Advisers - Midlothian VA
Robert Cordeau - McLean Asset Management Corporation - McLean VA
Mark Helm - Helm Financial Advisors, LLC - Falls Church VA
William Lagos - Kuehl Shepherd Kozlowski & Associates, Inc. - Richmond VA
George Reilly, J.D., LL.M.(Tax), CFP® - Safe Harbor Financial Advisors, LLC - Occoquan VA
Stephen Bain - Partners in Financial Planning, LLC - Salem VA
Marjorie Fox - Fox, Joss & Yankee, LLC - Reston VA
Curtis Sheldon, CFP®, EA - C.L. Sheldon & Company, LLC - Alexandria VA
Jason Howell - Jason Howell Company - Vienna VA
Joni Alt - Hopwood Financial Services - Great Falls VA
Ted Halpern - Halpern Financial Inc - Rockville MD, Ashburn VA
Nora Gillespie, CFP® - The Wrightbridge Company, Inc. - Charlottesville VA
Pamela Poldiak, CPA, CFP - Partners in Financial Planning, LLC - Salem VA
David Kozlowski - Kuehl Shepherd Kozlowski & Associates, Inc. - Richmond VA
Alyssa Lum, CFP® - Luminate Financial Planning - Sterling VA
Lynn Diveley - Diveley Lind & Associates LLC - Fort Defiance VA
Helen Modly, CFP®, CPWA® - Focus Wealth Management, LTD. - Middleburg VA, Fairfax VA
Michael McLenigan - Professional Financial Solutions, LLC - Fairfax VA
Charles Atwill, CFP® - AFCG, LLC - Richmond VA
Marc Jimenez - McLean Asset Management Corporation - McLean VA
Everette Orr - ORR Financial Planning, LLC - McLean VA
Matthew Ramos - MAR Financial Planning, LLC - Arlington VA
Kevin Miller - MMI Investments - Williamsburg VA