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 Glen Allen, 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 Glen Allen, VA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jennifer Luzzatto
CFP®, CFA®, AIF®, CeFT®
Strathmore Capital Advisors, Inc.
Glen Allen, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Legacy Planning
Fee-Only Financial Advisor serving the Richmond, VA area as well as clients virtually all over the United States.
Mark Fonville
CFP®
Covenant Wealth Advisors
Richmond, VA
Specialties: Retirement income planning, Investment management, Tax planning, Social security timing and optimization, Roth conversion analysis, Charitable giving strategies
Mark is a FEE-ONLY financial planner and fiduciary advisor with offices in Richmond and Williamsburg, VA. He specializes in financial planning and investment management for individuals age 50 plus who are nearing retirement.
Dave O'Brien
MBA, CFP®
EVOadvisers
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Estate Planning, Cash Flow Planning, College Education Planning, 401(k)s for Businesses
Fee-Only financial planner located in Richmond, VA and Northern Neck serving clients locally and 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)
