Financial Advisors in or around Fairfax, Virginia

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We will match you with 2 to 3 financial advisors who meet your specific needs

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    • Licensing and disclosures with SEC/FINRA
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Profile

Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

Portfolio Size:

$960K

We needed help in getting a trust and other investment strategies setup correctly...
...WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone with TRUST, experience and someone with patience.

WiserAdvisor >   Virginia >   Fairfax 

Premium Financial Advisors Listing

Edward D Williams, Financial Advisor from Fairfax, Virginia

Edward D Williams

Distance: 0 miles

DEWFMG provides investment management, financial planning and retirement planning services, insurance and products to individuals, small businesses and non-profits. We are backed by a team of financial professionals within LPL Financial LLC. LPL Financial is the nation’s largest independent broker dealer*.We use a four step process to planning. The...

Ken Stanley Col. USAF (Ret.) - VP, Financial Advisor from Fairfax, Virginia

Ken Stanley Col. USAF (Ret.) - VP

Distance: 6 miles

The Burney Company is an equity research and investment management firm that seeks to maximize long-term returns through the use of proprietary fundamental quantitative techniques and analysis. Founded in 1974 by Brig. General Jack Burney who pioneered work in this area beginning in the early 1950s, Burney expanded from its Falls Church headquarter...

Trow Trowbridge, Financial Advisor from Fairfax, Virginia

Trow Trowbridge

Distance: 7 miles

Dominion Wealth Management, Inc. is your one-stop comprehensive wealth management firm. Our holistic approach strives to help you live your best life in retirement and our industry leading processes have helped our clients attain financial success as we guide them through safe and informed decisions. Our unique and thorough three-step approach wil...

Pat Volk, Financial Advisor from Fairfax, Virginia

Pat Volk

Distance: 8 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Fardin Nematollahi, Financial Advisor from Fairfax, Virginia

Fardin Nematollahi

Distance: 8 miles

Our mission is to provide affluent individuals and organizations with advice that they can trust, thereby helping them to pursue their financial goals. We believe that advice should encompass comprehensive investment and wealth management strategies, yet be tailored to clients’ long-term goals and aligned with their life values. We will strive to b...

Arthur  A. Hall, Financial Advisor from Fairfax, Virginia

Arthur A. Hall

Distance: 8 miles

StrategicGlobal Insight, LLC is a fully independent, unbiased, fully fee-based (no commissions)comprehensive financial planning, investment advisory, and life planning firm. SGI has partnered with some of the biggest and best custodians and money managers in the industry to bring their clients a comprehensive and life-long investing approach specif...

Bryan Beatty, Financial Advisor from Fairfax, Virginia

Bryan Beatty

Distance: 9 miles

Associates of Egan, Berger & Weiner, LLC specialize in financial planning and coaching. We guide our clients to their dreams by skillfully navigating them through the myriad of life’s financial decisions. We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their pers...

Jit Tandon, Financial Advisor from Fairfax, Virginia

Jit Tandon

Distance: 9 miles

Jit Tandon is President of Ficadenti Tandon Asset Management, Inc. and a well known financial professional in Northern Virginia. Mr. Tandon counsels seniors on how to increase their income and reduce their taxes. Jit has advised pre-retirees and retirees of the federal government, teaching profession and business executives. Jit is the co-author o...

Gordon Bernhardt, Financial Advisor from Fairfax, Virginia

Gordon Bernhardt

Distance: 10 miles

At Bernhardt Wealth Management we know from experience that financial success is most likely to be achieved through an unwavering commitment to a set of investment principles: efficient markets, modern portfolio theory, diversification, intelligent asset allocation and low cost investments. We design each client's portfolio using these principle...

Carlos Sava, Financial Advisor from Fairfax, Virginia

Carlos Sava

Distance: 14 miles

Clarendon Capital Management LLC (CCM) is an investment advisory firm offering clients focused and flexible investment advice around a core equity strategy using separately managed accounts. The firm's mission is to provide sophisticated, disciplined, and transparent financial recommendations. CCM's core strategy is an actively managed equi...

Fieldstone Financial Management Group, Financial Advisor from Fairfax, Virginia

Fieldstone Financial Management Group

Distance: 16 miles

The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people that are serious about taking control of their financial future. With roots dating back to 1965, we are one of the oldest, continuously operating Fee-Only financial planning and investment advisory firms in the United St...

Marc Schliefer, Financial Advisor from Fairfax, Virginia

Marc Schliefer

Distance: 18 miles

Since 1963, Equity Planning Inc. has combined time- tested financial methods with innovative strategies. We counsel our clients in the three key areas of financial services—protection, savings, and growth. Our strategies are designed to provide individuals and businesses with opportunities for potentially more money and benefits, no extra out...

Douglas Rausch CPA,CFP, CLU, Financial Advisor from Fairfax, Virginia

Douglas Rausch CPA,CFP, CLU

Distance: 18 miles

Welcome to Rausch FinancialSince 1989, we have worked with successful families and small businesses solve life’s greatest financial challenges.The stakes are too high to bring anything less than the best capabilities to your financial life. As a trusted advisor, my duty is to give my clients the right tools, insight and resources for achieving thei...

Other Financial Advisors Listing

Bobby, Lee Glass, Financial Advisor from Fairfax, Virginia

Bobby, Lee Glass

Acorn Financial Advisory Services, Inc.

George, Lester Ball, Financial Advisor from Fairfax, Virginia

George, Lester Ball

Edelman Financial Services Llc

Mitchell Martin, Financial Advisor from Fairfax, Virginia

Mitchell Martin

Mitchell Advisory, Inc.

We are advisers...not salespeople. Unlike many other financial planning firms we operate strictly on a fee- only basis. No commissions means no sales pressure and since we are exclusively paid by ...

Bill Bancroft CIMA®, Financial Advisor from Fairfax, Virginia

Bill Bancroft CIMA®

Convergent Wealth Advisors, LLC

Bill Bancroft has been advising clients with an objective and personal approach at Convergent since 2000. As the Executive Director, he is responsible for the entire experience of the firm’s Independe...

David Middleton, Financial Advisor from Fairfax, Virginia

David Middleton

Middleton Advisory

Middleton Advisory is a fee-only Registered Investment Adviser in Bethesda, MD, founded by David Middleton to begin his private practice. Services are offered in the entire state and surrounding areas...

William Militello, Financial Advisor from Fairfax, Virginia

William Militello

Piedmont Investment Advisors

Piedmont Investments has developed a unique, robust philosophy that guides its investment strategies for the full benefit of its clients. In its innovative concept of the two hemispheres, Piedmont ...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

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  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
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