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
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.
Dave O'Brien
MBA, CFP®
EVOadvisers
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner located in Richmond, VA and Northern Neck 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.
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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)
