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
- Hampton, VA
- Haymarket, VA
- Herndon, VA
- Lansdowne, VA
- Leesburg, VA
- Lynchburg, VA
- Manassas, VA
Every Virginia Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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 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.
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 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.
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.
Kathleen Cote
CFP®, RLP®
Clear Insight Wealth Management
Tysons Corner, VA
Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers
Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.
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
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
Matthew Cohen
CFP®, CIMA®
West Financial Services
McLean, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Executive and Business Consulting
Our mission is to provide an experienced, qualified, and creative team that genuinely cares about your needs and develops a meaningful long-term relationship.
Brandon Gromadzki
CFP®
Oak Hill Wealth Advisors
Lansdowne, VA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Estate Planning, Multi-generational Planning
Fee-Only financial planning, where your peace of mind is our priority
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
Glen Buco
CFP®
West Financial Services
McLean, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Executive and Business Consulting
Our mission is to provide an experienced, qualified, and creative team that genuinely cares about your needs and develops a meaningful long-term relationship.
Jim David
CPA/PFS
David Wealth Management LLC
Fairfax, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning, Estate Planning, Insurance Planning
Fee-Only financial planner located in Fairfax, VA, serving clients locally and across the country
Patrick Larkin
CFP®, CIMA®
Oak Hill Wealth Advisors
Lansdowne, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planning, where your peace of mind is our priority
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
PJ is a Fee-Only financial planner and fiduciary advisor focused on assisting clients in Richmond, VA and across the country with a focus on tax planning and access to direct private real estate investing for accredited investors.
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 is a fee-only financial services firm. We’ve signed a fiduciary oath to act in the best interest of our clients. We eliminate conflicts of interest by not selling financial products of any kind. Our pricing is transparent and we are upfront about our fees.
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.
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.
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 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.
Victoria Henry
CFP®
West Financial Services
McLean, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Executive and Business Consulting
Our mission is to provide an experienced, qualified, and creative team that genuinely cares about your needs and develops a meaningful long-term relationship.
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
Bri Buckley
CFP®, CTFA®
Oak Hill Wealth Advisors
Lansdowne, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planning, where your peace of mind is our priority
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 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.
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.
Becky Meats
CPA/PFS
Clear Insight Wealth Management
Tysons Corner, VA
Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers
Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.
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
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
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
Fee-Only financial planner located in Arlington, VA, serving clients locally and across the country
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.
Morgan Goodman
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.
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
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 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 investment advisor and financial planner located in Virginia Beach, VA, serving clients in Virginia Beach, Chesapeake, Norfolk, Newport News, Suffolk, Southeast Virginia and Northeast North Carolina.
Eric Hess
CFP®, ChFC®
Alpha 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 McLean, VA and Serving the Entire Northern Virgina Area and Clients Nationwide
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
Matthew Jenkins
CFA®, CFP®
Noble Hill Planning LLC
Richmond, 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 Richmond, VA. Serving clients locally and across the country.
Adrienne Ross
CFP®, ChFC®, AFC®, MQFP®
Clear Insight Wealth Management
Tysons Corner, VA
Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers
Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.
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
We help business owners and dual-career couples create and enjoy financial freedom. Fee-Only financial planner located in Richmond, VA, serving clients in Northern Virginia and across the country
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 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.
Dennis Reilly
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.
Phillip Saunders
CFP®
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.
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
Daniel Joss
MBA, CFP®, RLP®, CKA®
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.
John Frisch
CPA/PFS, CFP®, AIF®, PPC®
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.
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.
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.
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.
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.
Brian Mackin
CFP®
West Financial Services
McLean, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Executive and Business Consulting
Our mission is to provide an experienced, qualified, and creative team that genuinely cares about your needs and develops a meaningful long-term relationship.
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 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.
Arcelia Wicker Jr
CFP®, ChFC®, RSSA®
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 planner located in Smithfield, VA, serving clients locally and across the country
Michael Sigmon
CFP®, AIF®
Summit Financial Partners
Glen Allen, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Enter a new Specialty here
Fee-Only financial planner located in Richmond, VA, serving clients locally and across the country
Jennifer Luzzatto
CFP®, CFA®, AIF®, MBA, CeFT®
Summit Financial Partners
Glen Allen, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving the Richmond, VA area.
Arthur Jones
CFA
Strategic Wealth Management Solutions, LLC
Virginia Beach, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only investment advisor and financial consultant located in Virginia Beach, VA, serving clients locally and across the country
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
Bob Pugh
CFP®, CFA®
Evermay Wealth Management
Gainesville, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax and Estate Planning, Insurance and Risk Management, Retirement Income Planning
Fee-Only financial planner located in Arlington, VA, serving clients locally and across the country
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. Offering both ongoing relationships and one-time plans.
Dana Sippel
CFP®, CPA/PFS
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients 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.
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, hourly planning with no asset minimums.
John Clair
CFP®, NAPFA-Registered Financial Advisor
EVOadvisers
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Richmond, VA and Northern Neck serving clients locally and across the country
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.
Timothy Schmidt
CFP®, CKA®, AFC®
Oak Hill Wealth Advisors
Lansdowne, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planning, where your peace of mind is our priority
Brian Horan
CPWA®
West Financial Services
McLean, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Executive and Business Consulting
Our mission is to provide an experienced, qualified, and creative team that genuinely cares about your needs and develops a meaningful long-term relationship.
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.
Stephen Fletcher
CFP®, MBA
EVOadvisers
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Richmond, VA serving clients locally and across the country
Seth Carter
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.
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
Williamsburg, 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.
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.
Kristan Anderson
CEBS, CFP®
West Financial Services
McLean, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Executive and Business Consulting
Our mission is to provide an experienced, qualified, and creative team that genuinely cares about your needs and develops a meaningful long-term relationship.
Laura Nash
CFP®
West Financial Services
McLean, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Executive and Business Consulting
Our mission is to provide an experienced, qualified, and creative team that genuinely cares about your needs and develops a meaningful long-term relationship.
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
Fee-Only financial planner located in Arlington, VA, serving clients locally and across the country
Sara Epperly
Ph.D.
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.
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
Fee-Only financial advisor and financial planner located in Virginia Beach, VA, serving clients in Virginia Beach, Chesapeake, Norfolk, Newport News, Suffolk, Southeast Virginia and Northeast North Carolina.
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.
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.
Brooke Robinson
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.
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 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.
Kirstie Martinez
West Financial Services
McLean, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Executive and Business Consulting
Our mission is to provide an experienced, qualified, and creative team that genuinely cares about your needs and develops a meaningful long-term relationship.
David Miller
CFP®
Rule72 Financial
Potomac Falls, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Potomac Falls, 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 high-income women and business owners locally in Richmond & Williamsburg, VA and virtually 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
Rodrigo Huerta
CIMA®
West Financial Services
McLean, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Executive and Business Consulting
Our mission is to provide an experienced, qualified, and creative team that genuinely cares about your needs and develops a meaningful long-term relationship.
Eric Hiatt
CFP®
Oak Hill Wealth Advisors
Lansdowne, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planning, where your peace of mind is our priority
Heather Tweedlie
CFP®, CES™
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients 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.
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.
Barry Glassman
CFP®
Glassman Wealth Services, LLC
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients 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.
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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)
