Fee-Only Financial Planners in Virginia

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Virginia:

Ann Blakey

CFP®, MBA

Washington Wealth Advisors

Falls Church, VA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Saving Investment Strategies

Fee-Only financial planner located in Falls Church, VA and Ashburn, VA, serving clients locally and across the country.
Our minimum AUM requirement is $500,000 for those seeking to elevate their financial planning approach beyond the basics.

Shea Newton

CFP®, RICP®

Financial Journey LLC

Leesburg, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Pensacola, FL, serving clients locally and across the country

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

I can work with clients anywhere!

Daniel (Dan) Joss

MBA, CFP®, RLP®, CKA®

Joss Brown Wealth Advisors

Williamsburg, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only CERTIFIED FINANCIAL PLANNER™ professional, with offices in Williamsburg and Newport News, VA serving clients locally and across the country with at least $2 Million in investable assets

Kenneth Mason

RICP®

Mason & Associates, LLC

Newport News, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Newport News, VA, serving clients locally and across the country

Bob Pugh

CFP®, CFA®

Insight Wealth Management, Inc.

Gainesville, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor and Investment Manager based in Gainesville, Virginia and serving the entire Northern Virginia and Washington, DC communities, as well clients nationwide and globally.

Brian Horan

CPWA®

West Financial Services, Inc.

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country

Stephen Bain

CFP®

Partners in Financial Planning, LLC

Salem, VA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning

Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.

I can work with clients anywhere!

Mark Fonville

CFP®

Covenant Wealth Advisors

Williamsburg, VA

Specialties: Retirement Income Planning, Comprehensive Financial Planning, Tax Planning, Investment Management

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.

Michael Mason

CFP®, CLU®, ChFC®

Mason & Associates, LLC

Newport News, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Newport News, VA, serving clients locally and across the country

John Frisch

CPA/PFS, CFP®, AIF®, PPC®

Savant Wealth Management

Manassas, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Northern Virginia and Serving Clients Nationwide

Chris Bishop

CFP®

Partners in Financial Planning, LLC

Salem, VA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning

Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.

Joe Sallee

CFP®

Bay Capital Advisors, LLC

Virginia Beach, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

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.

Brian Mackin

CFP®

West Financial Services, Inc.

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country

Ryan Albritton

CFP®, AIF®

SageVest Wealth Management

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in McLean, VA, serving clients locally 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

I can work with clients anywhere!

Lauren Zangardi Haynes

CFP®, CIMA®, CEPA

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

Todd Dalton

EA

Partners in Financial Planning, LLC

Salem, VA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning

Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.

Jonathan Huss

CFP®

Hussmen Financial

Richmond, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Analysis, College Education Planning, Tax Planning, Stock Options Analysis & Management

Fee-only financial advisor helping clients plan for a successful future. Fee-only, fiduciary advisor located in Richmond, VA, serving clients in the metro Richmond area and virtually.

Femi Shote

CFP®, CLU®, ChFC®, AIF®, CKA®

RetireWiseCFP

Tysons Corner, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Individual Securities

Fee-Only Financial Advisor in Northern, VA. Serving Clients Nation Wide

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

Todd Youngdahl

CFP®

Washington Wealth Advisors

Falls Church, VA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Saving Investment Strategies

Fee-Only financial planner located in Falls Church, VA and Ashburn, VA, serving clients locally and across the country.
Our minimum AUM requirement is $500,000 for those seeking to elevate their financial planning approach beyond the basics.

Ben Raikes

CFP®, EA

Mason & Associates, LLC

Newport News, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Newport News, VA, serving clients locally and across the country

Tom Massie

CFP®

Massie Financial Planning, LLC

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

Michael Sigmon

CFP®

Summit Financial Partners

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

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

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

I can work with clients anywhere!

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.

Robert Schneider

Washington Wealth Advisors

Falls Church, VA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Saving Investment Strategies

Fee-Only financial planner located in Falls Church, VA and Ashburn, VA, serving clients locally and across the country.
Our minimum AUM requirement is $500,000 for those seeking to elevate their financial planning approach beyond the basics.

Victoria Henry

CFP®

West Financial Services, Inc.

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country

Matthew Cohen

CFP®, CIMA®

West Financial Services, Inc.

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country

Lamar Watson

CFP®

Dream Financial Planning, LLC

Reston, VA

Specialties: Retirement Planning, Budgeting and Cash Flow Planning, Investment Management, Comprehensive Financial Planning, Tax Planning, Insurance Review, Estate Planning

Fee-Only financial planner located in Reston, VA, serving clients locally and across the country

Lauren Smith

CFP®

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

Kristan Anderson

CEBS, CFP®

West Financial Services, Inc.

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country

John Middleton

CFP®, CFA®, AIF®, CAIA®

Brighton Financial Planning

Glen Allen, VA

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only financial planner located in Flemington, NJ, (satellite offices in Richmond, Virginia and Kiawah Island, South Carolina) serving clients locally and across the country

Anthony Matteo

CFP®

SageVest Wealth Management

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in McLean, VA, serving clients locally and across the country

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.

Justin Victor

CFP®

HSC Wealth Advisors

Forest, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Forest, VA, serving clients locally and across the country

I can work with clients anywhere!

Dave O'Brien

MBA, CFP®, NAPFA Registered Financial Advisor

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

Jim Pearman

CFP®, CPA, PFS

Partners in Financial Planning, LLC

Salem, VA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning

Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.

Tommy Blackburn

CFP®, CPA/PFS

Mason & Associates, LLC

Newport News, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Newport News, VA, serving clients locally and across the country

Jennifer Luzzatto

CFP®, CFA®, MBA

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.

Vivian Honeycutt

CFP®

Bay Capital Advisors, LLC

Chesapeake, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

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.

Katherine Brown

CFP®, CSA®, NAPFA Registered Advisor

Joss Brown Wealth Advisors

Newport News, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

With over 20 years of experience, Katherine provides Fee Only Financial Planning and Investment Management in Hampton Roads, VA. Our office is conveniently located in Oyster Point of Newport News.

Michael Powers

CPA, PFS, CFP®

Manuka Financial, LLC

Richmond, VA

Specialties: Comprehensive Financial Planning, Tax-efficient Retirement Planning, Flat Fee Investment Management, Tax Planning and Preparation

We help you retire by providing comprehensive retirement planning, investment management and tax planning for a flat fee. Located in Richmond, VA, serving clients virtually nationwide.

Jeffrey Schatz

CFP®, CCFC, MBA

Savant Wealth Management

Manassas, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Northern Virginia and Serving Clients Nationwide

Ian Hamre

CFA®

HCO Private Wealth

Roanoke, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Roanoke, VA, serving clients locally and across the country

Jessie Doll

CFP®

ReFrame Wealth

Fairfax, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Fairfax, VA, serving clients locally and across the country

Jennifer Myers

CFP®

SageVest Wealth Management

McLean, VA

Specialties: Investment Advice with Ongoing Management, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Tax Planning, Women's Financial Planning Issues, Estate & Generational Planning Issues

Fee-Only financial planner located in McLean, VA, serving clients locally and across the country

I can work with clients anywhere!

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

Melanie Corbett Simons

CFP®

ReFrame Wealth

Fairfax, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Fairfax, 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

Fee Only Financial Planner Located in McLean, VA and Serving the Entire Northern Virgina Area and Clients Nationwide

Glen Buco

CFP®

West Financial Services

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

We Celebrate Our 40th Year of Serving the McLean, Fairfax County and the Washington DC Area and Clients Across the Country

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.

Mitch Falter

AIF®, CFP®

ReFrame Wealth

Fairfax, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning,

Fee-Only financial planner located in Fairfax, VA, serving clients locally and across the country

I can work with clients anywhere!

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, Alexandria, Virginia and Iowa. Serving Clients in the DMV, Des Moines Metro Area, and Across the Country.

Cory Nichols

MBA

Yes Life Financial

Glen Allen, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial coach located in Richmond, VA, serving clients locally and across the country virtually.

Gordon Achtermann

CFP®, MBA, CSRIC®

Your Best Path Financial Planning

Annandale, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Sustainable, Responsible, Impact Investing, College Education Planning, Tax Planning, Investment Management, Risk Tolerance Matching

Fee-Only financial planner located in Annandale, VA, serving clients locally and across the country

I can work with clients anywhere!

Ben Brown

CFP®, EA

Entelechy

Arlington, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning & Preparation

Entelechy is a flat fee-only financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential. No sales. No minimums. No hidden fees. No nonsense.

Dan Serra

CFP®, CDFA®™, ADPA®, EA

SageVest Wealth Management

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Planning

Fee-Only financial planner located in McLean, VA serving clients locally and across the country

Thomas Conway

JD, CTFA®, TEP, AEP®, AIF, CAP®, CFP®, CLU®, CPO, CRC®, CIMA®, CPWA®, RICP®

Connemara Group

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

No hidden agendas. No product sales. No commissions. Just an unswerving commitment to helping you manage, protect, and grow your resources.

Vrishin Subramaniam

IAR, CFP® candidate

CapitalWe LLC

Arlington, VA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Student Loan Planning, Buying a House

CapitalWe offers Fee-Only Financial Planning and Investment Management for People under 30

Bruce Harrison

CFP®

HCO Private Wealth

Roanoke, VA

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Estate Planning, 401(k) Retirement Plans

Fee-Only Investment & Wealth Manager located in Roanoke, VA with clients in 16 states across​ the country.

Brian T. Jones

CFP®

CJM Wealth Advisers, Ltd.

Falls Church, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Fairfax, VA, serving clients locally and across the country

Joni Alt

CFP®, EA

Evermay Wealth Management

Arlington, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Arlington, VA, serving clients locally and across the country

Matthew Brock

CFP®

Divergent Planning

Tysons, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Bethesda, MD, serving clients locally in Maryland, Virginia, and Washington, DC 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 provides three different financial planning and investment advisory services to families in Northern Va. This provides flexibility in how you choose to work with a planner – including either one-time or ongoing.

Kirstie Martinez

West Financial Services

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country

John Mason

CFP®

Mason & Associates, LLC

Newport News, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Newport News, 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

Glenn Guard

CFA®

West Financial Services

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in McLean, VA, serving clients locally and across the country

Maura Schauss

CFP®

Washington Wealth Advisors

Falls Church, VA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Saving Investment Strategies

Fee-Only financial planner located in Falls Church, VA and Ashburn, VA, serving clients locally and across the country.
Our minimum AUM requirement is $500,000 for those seeking to elevate their financial planning approach beyond the basics.

Carroll Hayes

MBA, CFP®

Charles Carroll Financial Partners

Annandale, VA

Specialties: Retirement Income Planning, Comprehensive Financial Planning, Investment Management, Tax Planning, College Education Planning

Fee-Only financial planner located in Massachusetts and Virginia, serving clients locally and across the country

Barry Glassman

CFP®

Glassman Wealth Services, LLC

Vienna, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Vienna, VA, serving clients locally and across the country

Susan Chesson

CFP®, CPWA®

Buckingham Strategic Wealth

Fairfax, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate planning, Charitable Giving

Forever standing on the side of our clients.

Parker Trasborg

CFP®

CJM Wealth Advisers, Ltd.

Falls Church, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Fairfax, VA, serving clients locally and across the country

Chris Urban

CFP®, RICP®

Discovery Wealth Planning LLC

McLean, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Healthcare Planning

Fee-Only financial planner located in McLean, VA, serving clients locally and across the country

Pam Poldiak

CFP®, CPA

Partners in Financial Planning, LLC

Salem, VA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning

Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.

Jessica Ness

CFP®

CJM Wealth Advisers, Ltd.

Falls Church, VA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Fairfax, VA, serving clients locally and across the country

Eric Fitzgerald

CFP®

Alpha Omega Wealth Management

Staunton, VA

David John Marotta

CFP®, AAMS®, AIF®

Marotta Wealth Management

Charlottesville, VA

Joanne Burke

Birch Street Financial Advisors

Vienna, VA

Chandress Williams

9INE Financial

Woodbridge, VA

Daniel Kenny

CPA, CFP®

FI-nancial Planner LLC

Hamilton, VA

Curtis Sheldon

C.L. Sheldon & Company, LLC

Fairfax Station, VA

Jennifer Owen

Juno Capital Strategy, LLC

Fairfax, VA

Cynthia Joyce

CPA, MBA

Agili

Richmond, VA

Elizabeth Woodrum

CFP®

Marotta Wealth Management

Charlottesville, VA

William Jensen

Acadia Financial Services, LLC

Fairfax Station, VA

Mark Helm

Helm Financial Advisors, LLC

Falls Church, VA

Jim David

CPA/PFS

David Wealth Management LLC

Fairfax, VA

Cynthia Petzold

MBA, CFP®, Licensed Insurance Consultant

CommonWealth Financial Planning, LLC

Roanoke, VA

Wan McCormick

Reliable Alliance Financial

Fairfax, VA

Bryce Thompson

Spark Financial Advisors, LLC

Henrico, VA

Wendell Fuller

Fuller Wealth Advisors, Inc.

North Chesterfield, VA

Joseph Eskridge

HSC Wealth Advisors

Forest, VA

Dean Knepper

Lifetime Financial Planning, Inc.

Leesburg, VA

John Steigerwald

Steigerwald, Gordon & Koch Inc.

Leesburg, VA

Alicia R. Reiss

CERTIFIED FINANCIAL PLANNER™

The Business of Your Life, LLC

Alexandria, VA

John Fiege

Financial Solutions

Onancock, VA

Rob Copeland

Professional Financial Solutions, LLC

Fairfax, VA

Seth Carter

Partners in Financial Planning, LLC

Salem, VA

Richard Slater

CFP®

RP Slater Financial Management, LLC

Reston, VA

Sean Gillespie

Redeployment Wealth Strategies

Virginia Beach, VA

Candace Lee

FJY Financial

Reston, VA

Philip Swann

Well-Planned Financial LLC

Staunton, VA

Claire Emory

Clarity Financial Planning

Arlington, VA

George Reilly

Safe Harbor Financial Advisors, LLC

Occoquan, VA

Lisa Kirchenbauer

Omega Wealth Management, LLC

Arlington, VA

Blaine Dunn

Dunn Financial Advisors, LLC

Winchester, VA

Edwin Knowles

The Knowles Company, LLC

Oakton, VA

Michael McLenigan

Professional Financial Solutions, LLC

Fairfax, VA

William Lagos

Verus Financial Partners

Richmond, VA

Courtney Fraser

Marotta Wealth Management, Inc.

Charlottesville, VA

Marshall Groom

Groom Financial Advisory

Virginia Beach, VA

Timothy Koehl

Bernhard Wealth Management, Inc.

McLean, VA

Shawn Steel

CFP®

ClearLogic Financial, Inc.

Reston, VA

Roberta Keller

Alexis Advisors

Richmond, VA

Jaime Quiros

CFP®

FBB Capital Partners

Vienna, VA

Austin Fey

Marotta Wealth Management, Inc.

Charlottesville, VA

Leland Gross

CFP®

PeaceLink Financial Planning LLC

Virginia Beach, VA

Jason Murray

CFP®

Greenhouse Money

Richmond, VA

John Rathnam

Rathnam Capital, LLC

Vienna, VA

Paul Collinson

CFP®

Legacy Planning Advisors, LLC

Arlington, VA

Christine Mistr

Dominion Financial Consultants

Upperville, VA

Marjorie Burnett

MAB Financial Planning

Arlington, VA

Jeffrey Gordon

Steigerwald, Gordon & Koch Inc.

Leesburg, VA

Morgan McGovern

FJY Financial

Reston, VA

Micah Reish

Crestone Financial Advisors

Broadway, VA

Joel Cundick

Savant Wealth Management

McLean, VA

David Jacoby

CFA, CPA, CFP®

Remote Financial Planner

Arlington, VA

John Ellison

Ellison Investment Advisors

Fairfax, VA

David Kozlowski

Verus Financial Partners

Richmond, VA

Mark Atherton

CFP®

ClearLogic Financial, Inc

Reston, VA

Joel Gemmell

McLean Asset Management Corporation

McLean, VA

Stephen Lingle

Lighthouse Financial Planning, LLC

Fairfax, VA

Wade Brittingham

CFP®

Stock Plan Advisory Group LLC

Alexandria, VA

Solon Vlasto

Bernhard Wealth Management, Inc.

McLean, VA

Edward Hoppe

Verus Financial Partners

Richmond, VA

Carl Lind

Alpha Omega Wealth Management

Mount Sidney, VA

John Vyge

Hillebrand Financial Planning, LLC

Reston, VA

Jane DeLashmutt O'Mara

CFP®

FBB Capital Partners

Vienna, VA

Bill Nelson

CFP®, CSLP

Pacesetter Planning LLC

Arlington, VA

Jeffrey Zures

Sanchez & Zures, LLC

McLean, VA

Barbara Ristow

CFP®

Buckingham Strategic Wealth

Fairfax, VA

Paige Hanks

Hemington Wealth Management, LLC

Arlington, VA

Kathleen Cote

CFP®

Red Clover Financial Planning, LLC

Tysons, VA

Timothy Wesling

Wesling Financial Planning Services Corp.

Alexandria, VA

Emily Morris

Steigerwald, Gordon & Koch Inc.

Leesburg, VA

John Hall

CFP®

Lynchburg Wealth Management

Lynchburg, VA

Tamara Acree

HSC Wealth Advisors

Forest, VA

Joseph D'Orazio

D'Orazio & Associates

Falls Church, VA

Brian Carlton

Carlton Financial Services

Charlottesville, VA

Mark Witaschek

McLean Asset Management Corporation

Vienna, VA

Emily Eshleman

HSC Wealth Advisors

Forest, VA

Cecilia Fleming

EVOadvisers

Richmond, VA

Mitchell Martin

CFP®, MBA

Mitchell Advisory, Inc.

Reston, VA

Louis Jones

CFA

Strategic Wealth Management Solutions, LLC

Virginia Beach, VA

Jamie Malone

CFP®, CPA

Agili

Richmond, VA

Brian Devers

HSC Wealth Advisors

Forest, VA

Gordon Bernhardt

CFP®, CPA, PFS, AIF®

Bernhard Wealth Management, Inc.

McLean, VA

Hui-chin Chen

CFP®

Pavlov Financial Planning

Arlington, VA

Paul Allen

Redeployment Wealth Strategies

Virginia Beach, VA

Melissa Mayhew

Strategent Financial, LLC

Harrisonburg, VA

Nicholas Caramanica

Arlington Wealth Planning, LLC

Arlington, VA

John Bowen

CPA, CFP®

Bowen Financial Services, LLC

Midlothian, VA

Davis Barry

Agili

Richmond, VA

Jackie Fontana

CFP®

FBB Capital Partners

Vienna, VA

Michelle Robinson

MA LAW

Joss Brown Wealth Advisors

Williamsburg, VA

Alex Vela

CFP®

FBB Capital Partners

Vienna, VA

Elizabeth Friday

Marotta Wealth Management, Inc.

Charlottesville, VA

Melissa Heck

FJY Financial

Reston, VA

Joel Bengds

HSC Wealth Advisors

Forest, VA

Beth Nedelisky

Marotta Wealth Management, Inc.

Charlottesville, VA

Melanie Brophy

CFP®

Next Play Financial Solutions, LLC

Ashburn, VA

Joseph Schmidt

Partners in Financial Planning, LLC

Salem, VA

Jason Howell

CFP®

Jason Howell Company

Vienna, VA

Kathleen Cannon

Money Pilot Financial Advisor LLC

Radiant, VA

John Hopkins

Swift Creek Wealth Management, LLC

Moseley, VA

Manohar Bartakke

M.N. Bartakke & Associates

Ashburn, VA

Daniel Honsberger

CFP®

Agili

Richmond, VA

Dolores Dorsett

CFP®, RICP®

Safe Harbor Financial Advisors, LLC

Alexandria, VA

Alyssa Lum

CFP®

Luminate Financial Planning

Sterling, VA

James Bogart

Bogart Wealth

McLean, VA

Darren Koch

Steigerwald, Gordon & Koch Inc.

Leesburg, VA

Elizabeth Brew

Marotta Wealth Management, Inc.

Charlottesville, VA

Kevin Lozer

CFP®

Oakton Financial, LLC

Reston, VA

Christopher W. Brown

CFP®, CIMA®

Brown Miller Wealth Management, LLC

McLean, VA

Marjorie Fox

FJY Financial

Reston, VA

David Marotta

CFP®, AAMS®, AIF®

Marotta Wealth Management, Inc.

Charlottesville, VA

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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)

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