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Financial Advisors - Alexandria, Virginia | Compare Top Local Advisors

Fieldstone Financial Management Group, Financial Advisor from Alexandria, Virginia

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...

Jit Tandon, Financial Advisor from Alexandria, Virginia

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...

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

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...

Gordon Bernhardt, Financial Advisor from Alexandria, Virginia

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...

Marc Schliefer, Financial Advisor from Alexandria, Virginia

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...

Martin A. Smith, CRPC®, AIFA®, Financial Advisor from Alexandria, Virginia

Wealthcare Financial Group, Inc. is a retirement planning and investment advisory firm. The focus of our advice is centered upon understanding the core values, needs and goals of our clients, the families and business owners who we are privileged to serve.Our suite of complimentary services includes a comprehensive portfolio review, comparative inv...

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

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...

Pat Volk, Financial Advisor from Alexandria, Virginia

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 Alexandria, Virginia

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...

Edward D Williams, Financial Advisor from Alexandria, Virginia

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...

Arthur  A. Hall, Financial Advisor from Alexandria, Virginia

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...

Trow Trowbridge, Financial Advisor from Alexandria, Virginia

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...

Chris Schipske, Financial Advisor from Alexandria, Virginia

Four offices conveniently located in Ellicott City Odenton Bethesda RockvilleSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Platinum Financial Group and C...

Geoffrey Burroughs, Financial Advisor from Alexandria, Virginia

I take a collaborative approach helping my clients navigate through the complex and emotional financial decisions that surround their lives. I focus on doing three things for my clients and expect one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and...

Jason Harris, Financial Advisor from Alexandria, Virginia

As your Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas....

Carlos Sava, Financial Advisor from Alexandria, Virginia

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 f...

Jeff Grodsky, Financial Advisor from Alexandria, Virginia

Are you looking for a financial advisor you can trust? An unbiased expert to plan and guide your financial well-being? Someone who focuses solely on your goals, and not on commissions? For more than ...

David Middleton, Financial Advisor from Alexandria, Virginia

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...

Roshan Loungani, Financial Advisor from Alexandria, Virginia

As an Arete client, you will experience an unparalleled commitment to your financial success that we are uniquely qualified to provide. Each element of our company's structure and lines of business ar...

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