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 Virginia 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".
Select a city to refine your search:
- Alexandria, VA
- Arlington, VA
- Ashburn, VA
- Charlottesville, VA
- Chesapeake, VA
- Fairfax, VA
- Falls Church, VA
- Forest, VA
- Fredericksburg, VA
- Gainesville, VA
- Glen Allen, VA
- Haymarket, VA
- Leesburg, VA
- Luray, VA
- Lynchburg, VA
- McLean, VA
Every Virginia Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Colin Gerrety
CFP®, CIMA®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients locally and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the JUST ONE CLIENT mindset.
Trey Gresh
CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients locally and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the JUST ONE CLIENT mindset.
David Levitt
CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients locally and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the JUST ONE CLIENT mindset.
Kody Sherlund
CFP®, ECA
Brooklyn Fi
Fairfax, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.
Dave O'Brien
MBA, CFP®
EVOadvisers
Irvington, 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
Jeffrey Schatz
CFP®, CCFC®, MBA
Savant Wealth Management
Manassas, VA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
John Clair
CFP®, NAPFA-Registered Financial Advisor
EVOadvisers
Irvington, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax 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
Philip Wallin
CFP®, CPA, PFS
Valeo Financial Advisors, LLC
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Private Real Estate Investing, Tax Planning
One Transparent Fee - Best for individuals and families with +$1 Million in investable assets and complex financial planning needs. Located in Richmond, VA, serving clients in-person and nation wide.
Joel Cundick
CFP®, AIF
Savant Wealth Management
Vienna, VA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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.
Sara Epperly
Ph.D., CFP®
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
Partners in Financial Planning, LLC is a Fee-Only Financial planning and investment management firm providing personalized, objective advice that focuses on your financial goals over the long term.
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.
Eric Dunner
J.D., CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Executive Equity Packages, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients locally and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the JUST ONE CLIENT mindset.
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
Partners in Financial Planning, LLC is a Fee-Only Financial planning and investment management firm providing personalized, objective advice that focuses on your financial goals over the long term.
Alexis Grason
CFP®, RICP®
Spark Financial Advisors
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning, Charitable Planning, Fee-Only 401(k) Plan Management
Fee-only financial planning & investment management for high-income women and business owners locally in Richmond & Williamsburg, VA and virtually nationwide.
Camille Svitek
CFA, CFP®
Evermay Wealth Management
Arlington, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax and Estate Planning, Insurance and Risk Management, Retirement Income Planning
Build a richer life for you and your loved ones. Invest in your family’s future with a firm who values meaningful relationships. Our clients deserve to have their investments, tax strategy, and financial and estate plans working together seamlessly.
Seth Carter
CFP®, EA
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
Partners in Financial Planning, LLC is a Fee-Only Financial planning and investment management firm providing personalized, objective advice that focuses on your financial goals over the long term.
Christina Gamache
CEPA®, MSE
RADIANT Wealth Planning, LLC
Arlington , VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Preparation, Exit Planning
RADIANT Wealth Planning, LLC is dedicated to transforming the financial lives of successful, busy professionals. Located in Arlington, VA and Anchorage, AK, serving clients locally and across the country
Arcelia Wicker Jr
CFP®, ChFC®, RSSA®
Bay Capital Advisors, LLC
Smithfield, VA
Specialties: Comprehensive Financial Planning, Project Based Financial Planning, Retirement Income Planning, Savings and Investment Management, Debt Management, Risk and Insurance Management, Tax and Estate Planning, College Planning and Student Debt Management
Fee-Only financial advisors with offices in Virginia Beach and Chesapeake, VA serving clients across the country. Our CERTIFIED FINANCIAL PLANNER® professionals are committed to offering objective strategies aligned with your unique goals.
Ryan Phillips
CFP®, CFA®
GuidePoint Financial Planning
Reston, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
GuidePoint is a financial advisor in Northern Virginia that specializes in working with busy families who want an actionable plan towards their unique story of financial independence.
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 planning, investments, and risk management located in Charlottesville, VA, serving clients across VA and across the country.
Michelle Robinson
CFP®, MA LAW
Joss Brown Wealth Advisors
Williamsburg, 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.
Robin Kizito
CFP®, MBA
Addax Bridge Financial
, VA
Specialties: Holistic, Goal-Based Planning, Retirement Income Planning, Investment Management, Tax Planning, Education Planning, Estate Planning, Insurance Planning, Equity Compensation
Our Driving Mission: To create financial plans as unique as the people we serve.
Jhonny Merida Soto
CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients locally and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the JUST ONE CLIENT mindset.
Vivian Honeycutt
CFP®
Bay Capital Advisors, LLC
Chesapeake, VA
Specialties: Comprehensive Financial Planning, Project Based Financial Planning, Retirement Income Planning, Savings and Investment Management, Debt Management, Risk and Insurance Management, Tax and Estate Planning, College Planning and Student Debt Management
Fee-Only financial advisors with offices in Virginia Beach and Chesapeake, VA serving clients across the country. Our CERTIFIED FINANCIAL PLANNER® professionals are committed to offering objective strategies aligned with your unique goals.
Laura Corbiani
CFP®
Astraea Wealth Management
Reston, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Psychology
Experienced wealth manager who helps 'anxious savers' conquer their mental and mathematical financial roadblocks to enjoy their financial freedom. Serving clients locally in Reston VA and Grand Rapids MI, as well as across the country.
Chris Bishop
CFP®
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
Partners in Financial Planning, LLC is a Fee-Only Financial planning and investment management firm providing personalized, objective advice that focuses on your financial goals over the long term.
Steven Jefferys
CFP®, CFA®, MBA
Arch Financial Advisors, LLC
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Bethesda, MD and serving the entire Washington D.C. and McLean, VA area
Wesley Stien
CFP®, MBA
Lodestar Financial Management
Arlington, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Arlington, VA, serving clients locally and across the country
Nathan Gilbert
Meridian Financial Partners
Warrenton, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
At Meridian, we provide you with clear investment guidance and financial planning that serves your one-of-a-kind journey. Offices in Northern Virginia serving clients throughout the greater DC area and across the country.
Robert Tull, Jr.
CFP®, MBA
Tull Financial Group, Inc.
Chesapeake, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Chesapeake, VA, serving clients locally and across the country
Steven Tomisek
CFP®
Evermay Wealth Management
Arlington, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax and Estate Planning, Insurance and Risk Management, Retirement Income Planning
Build a Richer Life for You and Your Loved Ones. Invest in your family’s future with a firm who values meaningful relationships. We have three convenient Virginia locations to better serve our clients: Arlington, Virginia Beach, Gainesville
Barry Glassman
CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients locally and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the JUST ONE CLIENT mindset.
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.
Sarah Yakel
CFP®
Meridian Financial Partners
Warrenton, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
At Meridian, we provide you with clear investment guidance and financial planning that serves your one-of-a-kind journey. Offices in Northern Virginia serving clients throughout the greater DC area and across the country.
Lou Leyes
MBA
Stages Planning Group, LLC
Virginia Beach, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Virginia Beach, VA, serving clients locally and across the country
Travis Russell
CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients locally and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the JUST ONE CLIENT mindset.
Anthony T. Reynolds
MBA, CFP®, ChFC®
CoreTegic Capital Wealth Management
Arlington, VA
Specialties: Government/ Federal Employees, Military, In Transition, Comprehensive Financial Planning, Executive Compensation, Tax Planning, 401(k) and 403(b) Retirement Plans, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving Arlington, Virginia and the D.C. metro surrounding areas.
Nathan Beard
Beard Financial Planning
Roanoke, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Legacy Planning, Tax Planning, Risk Management Planning
Fee-Only financial planner located in Roanoke, VA, helping pre-retirees and retirees gain peace for their future.
Stephen Bain
CFP®
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
Partners in Financial Planning, LLC is a Fee-Only Financial planning and investment management firm providing personalized, objective advice that focuses on your financial goals over the long term.
Jing Zheng
CFP®, EA, MBA
Neat Financial Planning
Falls Church, VA
Specialties: Comprehensive Financial Planning, Cash Flow & Budgeting, Tax Planning, Investment Management, Insurance Review & Analysis, Estate Planning, Equity Compensation, Education Planning, Retirement Income Planning
Neat Financial Planning is an independent full-service wealth management firm based in Falls Church City, Virginia. We offer comprehensive financial planning, tax-efficient investment management, tax planning and preparation.
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.
John Frisch
CPA/PFS, CFP®
Savant Wealth Management
Manassas, VA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Shawn Perkins
CFP®, AWMA™
Genuine Wealth Solutions
Richmond, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Strategies, Tax Planning Strategies, Healthcare and Long-Term Care Planning, Estate and Insurance Planning, Social Security Optimization
Fee-Only financial planner located in Richmond, VA, serving clients locally and across the country
Lauren Zangardi Haynes
CFP®, CIMA®
Spark Financial Advisors
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning, Charitable Planning, Fee-Only 401(k) Plan Management
Fee-only financial planning & investment management for high-income women and business owners locally in Richmond & Williamsburg, VA and virtually nationwide.
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors, LLC
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Tennessee, Alabama, Florida, Georgia, California, and the Mid-Atlantic region with in-person or virtual meetings.
Michelle Wagner
CFP®
Wellful Money
Arlington, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Career Changes, Family Planning, Employee Stock Options, College Education Planning
Fee-Only financial planner, bringing Wellness and Fulfillment to your Money through objective financial planning, specializing in empowering women.
Sarah Irving
CFP®
Meridian Financial Partners
Warrenton, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
At Meridian, we provide you with clear investment guidance and financial planning that serves your one-of-a-kind journey. Offices in Northern Virginia serving clients throughout the greater DC area and across the country.
Lindsay Shetterly
CIMA®, CES™
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients locally and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the JUST ONE CLIENT mindset.
Vrishin Subramaniam
CFP®
CapitalWe LLC
Arlington, VA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Buying a House, Cross border planning with India
CapitalWe offers Fee-Only Financial Planning and Investment Management for Indian immigrants in the US. We help make immigrant millionaires.
Brian Fyock
CFP®, CPA
Evermay Wealth Management
Arlington, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax and Estate Planning, Insurance and Risk Management, Retirement Income Planning
Build a Richer Life for You and Your Loved Ones. Invest in your family’s future with a firm who values meaningful relationships. We have three convenient Virginia locations to better serve our clients: Arlington, Virginia Beach, Gainesville
Katherine Brown
CFP®, CSA®
Joss Brown Wealth Advisors
Newport News, 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.
Andrew Sponaugle
CFP®
Evermay Wealth Management
Arlington, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax and Estate Planning, Insurance and Risk Management, Retirement Income Planning
Build a Richer Life for You and Your Loved Ones. Invest in your family’s future with a firm who values meaningful relationships. We have three convenient Virginia locations to better serve our clients: Arlington, Virginia Beach, Gainesville
Kevin Galvin
CFP®, CFA®
Hopwood Financial Services
Reston, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Reston, VA, serving clients locally and across the country
Eric Hess
CFP®, ChFC®
Alpha Financial Advisors, LLC
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Growing, Managing, and Safeguarding Client Wealth for Over 30 Years. Located in McLean, VA and Serving the Entire Northern Virginia Area and Clients Nationwide.
Ashley Coake
CFP®, EA
Cultivate Financial Planning
Radford, VA
Specialties: Comprehensive Financial Planning, Retirement Planning (accumulation + distribution), Tax Planning, Investment Management, Risk Management (Insurance), College Education Planning
Fee-Only financial planner located in Radford, VA, serving clients in the New River Valley and across the country
Wade Brittingham
CFP®
Stock Plan Advisory Group LLC
Alexandria, VA
Specialties: Comprehensive Financial Planning, Equity Compensation Guidance, Tax Planning, Retirement Income Planning, Investment Management, Estate and Legacy Planning
Fee-Only financial planner located in Alexandria, VA, serving clients locally and across the country
Melanie Brophy
CFP®, EA
Next Play Financial Solutions, LLC
Ashburn, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning, Retirement Income Planning
Next Play Financial helps near-retirees and retirees navigate the transition into retirement with clarity and confidence. Our differentiators: low-cost, tax‑efficient portfolios, proactive tax planning, and tax preparation for Advisory Clients.
Jonathan Huss
CFP®
Hussmen Financial
Midlothian, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Analysis, College Education Planning, Tax Planning, Stock Options Analysis & Management, Tax Return Preparation
Financial Advisor and Tax Preparer serving the greater Richmond area. We provide fee-only, advice only planning. From a CFP professional and fiduciary.
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.
Tim Koehl
CFP®, AAMS™
Modera Wealth Management
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
Michelle Orellana
CFP®
Spark Financial Advisors
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning, Charitable Planning, Fee-Only 401(k) Plan Management
We help business owners and dual-career couples create and enjoy financial freedom. Fee-Only financial planner located in Richmond and Williamsburg, VA, serving clients locally and across the country
Tom Massie
CFP®
Massie Financial Planning
Alexandria, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, College Education Planning
Fee-Only financial planner located in Alexandria, VA, serving clients locally and across the country
Gordon Achtermann
CFP®, MBA, CSRIC™®
Your Best Path Financial Planning
Annandale, VA
Specialties: Investing in Allignment With Your Values, Tax Planning, Retirement Income Planning, Investment Management, College Education Planning, Comprehansive Financial Planning
Financial Planning For People In Their Peak Earning Years Through Retirement | Sustainable Investing for Everyone, Because There Is No Planet B
Christine A. Centeno
CFP®, MS
Simplicity Wealth Management
Glen Allen, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Planning around Concentrated Stock Positions, Employee Benefits Planning, Retirement Income Planning
Fee-Only, CERTIFIED FINANCIAL PLANNER™ in Richmond, VA, serving clients locally and across the country. My fiduciary responsibility is only to you, the client.
Carey Peekstok
MSFP
Bay Capital Advisors, LLC
Virginia Beach, VA
Specialties: Comprehensive Financial Planning, Project Based Financial Planning, Retirement Income Planning, Savings and Investment Management, Debt Management, Risk and Insurance Management, Tax and Estate Planning, College Planning and Student Debt Management
Fee-Only financial advisors with offices in Virginia Beach and Chesapeake, VA serving clients across the country. Our CERTIFIED FINANCIAL PLANNER® professionals are committed to offering objective strategies aligned with your unique goals.
Joni Alt
CFP®, EA
Evermay Wealth Management
Arlington, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax and Estate Planning, Insurance and Risk Management, Retirement Income Planning
Build a Richer Life for You and Your Loved Ones. Invest in your family’s future with a firm who values meaningful relationships. We have three convenient Virginia locations to better serve our clients: Arlington, Virginia Beach, Gainesville
Dana Sippel
CFP®, CPA/PFS, AEP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients locally and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the JUST ONE CLIENT mindset.
J. Mark Joseph
CPA/PFS, CFP®, ChFC®, CLU®, CAP®, CASL®
Sentinel Wealth Management
Reston, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Reston, VA, serving clients locally and across the country
Patrick McNamara
CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients locally and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the JUST ONE CLIENT mindset.
Eric Scruggs
CFP®, EA
Covenant Wealth Advisors
Richmond, VA
Specialties: Crafting a Statement of Financial Purpose, Education Planning, Employee Benefits Analysis, Insurance Review and Planning, Financial Independence Planning, Student Loan Review and Planning, Cashflow Management, Tax Planning and Preparation, Investment Management, Estate Plan Review, Business Planning
I focus on partnering with attorneys and their families who are trying to find the balance between saving for the future and enjoying life today. Located in Stoneham, MA, serving clients across the country.
Jenny Stewart
CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients locally and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the JUST ONE CLIENT mindset.
Candace Lee
CFP®, EA
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients locally and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the JUST ONE CLIENT mindset.
Omen Quelvog
CFP®, MQFP®
Formynder Wealth Management, LLC
Fredericksburg, VA
Specialties: Military Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Charitable Giving Planning
Military Financial Planning for Active Duty, Veterans, Retirees & Their Families. Fee-Only financial planner located in Fredericksburg, VA, serving clients in the National Capital Region, across the country, and around the world.
Stephen Fletcher
CFP®, MBA
EVOadvisers
Irvington, VA
Specialties: Comprehensive Financial Planning, Retirement Income 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 serving clients locally and across the country
Solon Vlasto
CFP®
Modera Wealth Management
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
Daniel Joss
MBA, CFP®, RLP®, CKA®
Joss Brown Wealth Advisors
McLean, 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.
Joe Sallee
CFP®
Bay Capital Advisors, LLC
Virginia Beach, VA
Specialties: Comprehensive Financial Planning, Project Based Financial Planning, Retirement Income Planning, Savings and Investment Management, Debt Management, Risk and Insurance Management, Tax and Estate Planning, College Planning and Student Debt Management
Imagine a future where your financial dreams aren't just aspirations but a reality. At Bay Capital Advisors, we're not just financial advisors; we're your partner in building a secure and confident future so you can live your best life.
Linda Rogers
CFP®, MSBA, EA
Planning Within Reach
Virginia Beach, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Sustainable Investing
Originally from New Jersey, Linda Rogers services clients in Virginia Beach and nationwide.
Dan Honsberger
CFP®
Reel Financial Planning
Midlothian, VA
Specialties: Advice-only Planning for DIY Investors, Hourly Planning, Project-Based Planning, Comprehensive Financial Planning, Retirement Planning, College Education Planning, Tax Planning, Investment Planning
PLAN MORE, WORRY LESS. Financial Advice for DIY investors. We offer advice without the need to manage investments. No account minimums.
Alessandro D'Agaro
CFA
D'Agaro Financial Advisory LLC
Alexandria, VA
Specialties: Financial Planning, Investment Management, Project-Based Planning, Equity Compensation Decisions, Employee Benefits Optimization, Retirement Planning
D'Agaro Financial Advisory specializes in financial planning for first-generation wealth builders. Fee-Only and Fiduciary - Serving clients across the country.
David Kassir
AAMS™, CMFC®, CBDA
Manna Wealth Management
Arlington, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Wealth and Legacy Planning
David Kassir - 30 years as a Fiduciary Financial Advisor. Manna Wealth Management: Celebrating 64 years
Dennis Reilly
AIF®, MA
Savant Wealth Management
McLean, VA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Leland Gross
CFP®, EA
PeaceLink Financial Planning LLC
Virginia Beach, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Small Business Planning, Education Planning, Tax Planning, Insurance Review, Estate Planning, Employer Benefits Review
Fee-Only financial planner located in Virginia Beach, VA, serving growing families locally and across the country, to help them foster abundance in their life through the financial planning process.
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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)
