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 Roanoke, 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 Roanoke, VA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Pam Poldiak
CFP®, CPA
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
Todd Dalton
CFP®, EA
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
Stephen Bain
CFP®
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
Jim Pearman
CFP®, CPA/PFS™
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
Chris Bishop
CFP®
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
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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)
