What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Charlottesville, VA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Charlottesville, VA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Matthew Jenkins
CFA®, CFP®
Noble Hill Planning LLC
Charlottesville, VA
Specialties: Flat Fee Investment Management, Low-cost Investment Portfolios, Comprehensive Financial Planning, Retirement Income Planning, Tax Optimization, Small Business 401(k) Consulting
Reasonable flat fee. Financial planning. Smart investment portfolios. Tax optimization. Located in Central Virginia. Serving clients locally and across the country.
Colin Page
CFP®
Oakleigh Wealth Services
Charlottesville, VA
Specialties: Comprehensive Financial Planning, Long Term Tax Strategies, Personal Cash Flow Analysis, Debt & Investment Management, Early or Non-Traditional Retirement, Estate Planning
Oakleigh Wealth Services is located in Charlottesville, Virginia, where we meet with clients face-to-face or virtually across the country.
Rodney Sullivan
CFA®, CAIA®
Vesteer™ Wealth Management
Charlottesville, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Charlottesville, VA, serving clients across VA and across the country.
Phillip Saunders
CFP®
Joss Brown Wealth Advisors
Charlottesville, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management & Insurance Planning, Non-Profit and Corporate Solutions
At Joss Brown Wealth Advisors, we help clients find the freedom they need to develop purpose, live generously, bless others, and make a difference in their lives and the causes they love.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
