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Find Top Financial Advisors in Virginia


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Virginia. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Virginia

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Financial Advisors in Virginia
Financial Advisor Office Location Phone Number
Daniel R. Hill, CFP®, AIF®,
Prudent Investor Wealth Management, LLC
10800 Midlothian Turnpike,
Richmond, VA  23235
109 Herman Melville Avenue,
Newport News, VA  23606
(804) 897-3919
(757) 870-3153
Emily Robbins,
Virginia Asset Group
2901 S. Lynnhaven Rd,
Virginia Beach, VA  23452
(757) 747-2556
Jeffrey Lippman,
Capitol Financial Consultants, Inc.
8180 Greensboro Drive, Suite 1150,
McLean, VA  22102
(703) 821-2000x212
Peter Workman,
Lineage Wealth Management, Inc
500 East Main Street,
Norfolk, VA  23510
(757) 313-1394
Brandon Mink,
Mink Wealth Management
7901 Jones Branch Drive,
McLean, VA  22102
(703) 748-5839
Gian Deguzman,
Financial Engines Advisors, LLC
8100 Boone Boulevard Suite 640,
Vienna, VA  22182
1900 Campus Commons Drive,
Reston, VA  20191
(703) 288-6988
(800) 822-1461
Neal Richards,
Financial Engines Advisors, LLC
11815 Fountain Way,
Newport News, VA  23606
(757) 201-7444
Darius McMillan,
Financial Engines Advisors, LLC
3957 Westerre Pkwy,
Richmond, VA  23233
(804) 523-4555
Ken Grier,
Financial Engines Advisors, LLC
2331 Mill Road,
Alexandria, VA  22314
(800) 822-1461
Scott Henderson,
Financial Engines Advisors, LLC
277 Bendix Rd,
Virginia Beach, VA  23452
(757) 201-7444
Jim Martin RFC, AAMS,
New River Financial Group, LLC
Serving Radford & Roanoke area,
Radford, VA  24141
(540) 639-4810
Clayton W. James, CFM,
Jamestowne Investments
263 McLaws Circle, Suite 101,
Williamsburg, VA  23185
(757) 941-5150
Bryan Beatty,
Egan, Berger and Weiner, LLC
1919 Gallows Rd, Suite 980,
Vienna, VA  22043
(703) 506-0843
Brian Bowen CCPS®,
Integrity Financial Planning, Inc.
1315 Second St. SW, Suite 102,
Roanoke, VA  24016
(540) 266-3100
Brandon Bell,
Brandon Bell Financial Partners
2762 Electric Road,
Roanoke, VA  24018
(540) 556-2235
Arthur Grizzle,
Martello Investments, LLC
201 E. City Hall Ave,
Norfolk, VA  23510
(757) 337-3599
Michael Krowe,
Edelman Financial Services, LLC
1750 Tysons Blvd.,
Tysons Corner, VA  22102
(888) 752-6742
Jim David,
David Wealth Management, LLC
8315 Lee Highway,
Fairfax, VA  22031
(703) 560-8300

Information on Qualified Financial Advisors in Virginia

Qualifications CRD# 2373006
Series 65

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 10800 Midlothian Turnpike,
Suite 204,
Richmond,
VA 
23235
Phone Number (804) 8973919

Office Location 109 Herman Melville Avenue,
Newport News,VA  23606
Phone Number (757) 8703153

About Prudent Investor Wealth Management, LLC

In any successful relationship, TRUST is essential. When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. Our Firm knows and understands the serious consequences that can happen when people receive biased advice. For this reason, Prudent Investor Wealth Management, LLC, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.



Qualifications CRD# 5578551
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 2901 S. Lynnhaven Rd,
Suite 230,
Virginia Beach,
VA 
23452
Phone Number (757) 7472556

About Virginia Asset Group

We are a community based financial services firm serving our friends and neighbors. Our goal is to become part of our client's lives - to help their children attend college, and assist them in creating a comfortable retirement. Our clients hear from us frequently. The client is knowledgable about how their investments are performing. As client needs change, we are there to reassess their financial goals. In a world where technology makes it possible to do more in less time, some companies seem to think that personal attention is now obsolete. Virginia Asset Group believes that you deserve dedicated, committed, and personal service from an investment firm right here in your neighborhood. With Virginia Asset Group, you now have access to the complete range of brokerage services and expert professional advice for pursuing your financial goals--all from people you know and trust. Whether you're looking forward to a comfortable retirement, putting your children through college, or building a vacation home, we'll help you pursue your hopes and dreams. And since we're located right here in your local area, why not stop by our office and talk with us about your investments? It might just be the most rewarding neighborly advice you've ever received. Securities offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC.



Qualifications CRD# 5124838
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee


Office Location 8180 Greensboro Drive, Suite 1150,
McLean,
VA 
22102
Phone Number (703) 8212000x212

About Capitol Financial Consultants, Inc.

Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives. We offer comprehensive advice and services that include: Personal Financial Planning Investment and Wealth Management Tax Planning and Preparation Risk Management Retirement Planning Education Funding Estate Planning Business Planning and Services



Qualifications CRD# 2871190
Series 6, 26, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 500 East Main Street,
Suite 1110,
Norfolk,
VA 
23510
Phone Number (757) 3131394

About Lineage Wealth Management, Inc

Lineage Wealth Management Incorporated's mission is to offer you Freedom, Peace Of Mind and a Trustworthy Relationship. This type of relationship is built by creating a consistently comprehensive pro-active high touch process with you so you can invest your time on having fun and enjoying your life. Experience Wealth Management the way it should be. We invite you to explore The Lineage Experience.



Qualifications CRD# 2599782
Series 7, 31, 63, 65


Office Location 7901 Jones Branch Drive,
#800,
McLean,
VA 
22102
Phone Number (703) 7485839

With over 21 years' experience in the industry, Brandon has seen his clients through both bull and bear markets. With an expertise in retirement planning, he draws on this industry experience to develop and manage financial strategies for high net worth individuals. Personal Life & Education Brandon grew up in Northern Virginia where he is currently raising his three very active children. He graduated from James Madison University with degrees in Finance & Marketing. He enjoys staying fit, outdoor activities, watching movies and charitable endeavors related to underprivileged children. Giving Back to the Community As a CASA (Court Appointed Special Advocate), Brandon has been appointed by the court system to advocate for the best interests of abused and neglected children. www.casaforchildren.org

About Mink Wealth Management

At Mink Wealth Management, we believe success starts with a plan. As our clients make goals for their financial futures, we come alongside them and lay the framework for practically achieving these goals. As a trusted wealth management firm with over a century of collective experience in the industry, Mink Wealth Management is able to address all aspects of financial planning, investment management, tax & estate planning, retirement planning, and more. Our skilled McLean financial advisors can help you make smart choices about your finances. Wealth preservation is the end goal of our advice. Since our founding, Mink Wealth Management has been guided by principles of integrity, efficiency, and competency. We strive to exceed professional standards for ethics and excellence in the industry so our clients can trust we have their best interests in mind.



Qualifications CRD# 5298082
FirmCRD# 104510
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 8100 Boone Boulevard Suite 640,
Vienna,
VA 
22182
Phone Number (703) 2886988

Office Location 1900 Campus Commons Drive,
Reston,VA  20191
Phone Number (800) 8221461

Joined Financial Engines in 2018. Began his career in the financial services industry in 2011. Successfully completed the Series 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attends George Mason University studying Communications. Married to Guadalupe. They have two children: Jayden and Anthony. Gian enjoys reading, movies, traveling, and spending time with his kids.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 3076587
FirmCRD# 104510
Series 7, 9, 10, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 11815 Fountain Way,
Suite 300,
Newport News,
VA 
23606
Phone Number (757) 2017444

Joined Financial Engines in 2017. Began his career in the financial services industry in 1998. Successfully completed the Series 7, 9, 10, and 63 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attended Morgan State University earning a Bachelor’s degree in Marketing. Has three children: Neal, Samuel and Miles who he enjoys spending quality time with.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 6136223
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 3957 Westerre Pkwy,
Suite 120,
Richmond,
VA 
23233
Phone Number (804) 5234555

Joined Financial Engines in 2015. Began his career in the financial services industry in 2012. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Bachelor's degree in Business Administration from the University of Richmond. Was a Captain and All American for the University of Richmonds varsity football team. Darius enjoys weight lifting, golfing, and spending time with family.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5660826
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 2331 Mill Road,
Alexandria,
VA 
22314
Phone Number (800) 8221461

Joined Financial Engines in 2012. Began his career in the financial services industry in 2009. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Member of the Chesterfield Chamber of Commerce. Hometown is Richmond, VA. Married to Stacey. They have one child: Leighton. Ken enjoys market history and research, traveling, range/target shooting, tennis, and carpentry projects on his more than 100 year old home.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4264288
FirmCRD# 104510
Series 7, 9, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 277 Bendix Rd,
Suite 150,
Virginia Beach,
VA 
23452
Phone Number (757) 2017444

Joined Financial Engines in 2005. Began his career in the financial services industry in 1994. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®>) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Virginia Wesleyan College. Served eight years in the U.S. Navy as an electronics technician, referees high school and Pop Warner football games, and coaches Little League baseball. Married to Christina. They have two children: Rachel and Jarret. Scott enjoys Ohio State and Cleveland Browns football.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Office Location Serving Radford & Roanoke area,
Radford,
VA 
24141
Phone Number (540) 6394810

Jim Martin is a financial advisor focusing on retirement solutions and asset preservation strategies.After spending several distinguished years with a nationally recognized brokerage firm, Mr. Martin founded New River Financial Group. His philosophy is to keep his client's needs at the center of every decision. For Jim, financial planning is more than strategies and statistics, it's about creating enduring personal relationships with his clients to help them live their dreams. Mr. Martin is a local resident with his wife Theresa and son Kyle, and is active in his church as well as a number of local civic, community, and professional organizations

About New River Financial Group, LLC

A Word From Our Founder “It all begins with a plan, and at New River Financial Group, we take financial planning very seriously. Our proprietary planning process builds a financial blueprint that fits your individual needs, starting with sustainable income in your retirement years that is not dependent on the day-to-day performance of the stock market.” - Jim Martin, Founder and CEO



Qualifications CRD# 4565333
FirmCRD# 10740
Series 7, 31, 63 SIE


Office Location 263 McLaws Circle, Suite 101,
Suite 101,
Williamsburg,
VA 
23185
Phone Number (757) 9415150

Clayton has been a registered financial adviser since 2003. He has earned the Accredited Asset Management Certificate (AAMS) and the Certified Financial Manager Certificate (CFM) from the College of Financial Planning. Clayton graduated from Hampden-Sydney College with a Bachelor of Science degree in Mathematical Economics. There he earned membership into the Omicron Delta Kappa honors and leadership Society, served as captain of the football team and served as president of his Fraternity - The Kappa Alpha Order. Clayton holds his Series 7, 66, 35 and health, life and annuity licenses. His primary focus is working with families, small business owners, and private endowments and trusts to ensure investment assets are fully diversified, have core asset allocation principals, generate income, and have the protection characteristics needed to provide both growth and longevity. Clayton actively participates as an instructor in multiple area adult education and life-long learning programs. He is presently a course instructor at The College of William & Mary through the Christopher Wren Society and with Rappahannock Community College's Life Long Learning program.

About Jamestowne Investments

Jamestowne Investments, LLC is headquartered in Williamsburg, VA. With access to multiple investment product platforms and with world class research, we are able to offer clients a full service investment management relationship. We have been in the investment business and designated as a Certified Financial Manager since 2003. Our team takes great pride in helping individual investors, families, trusts and small businesses and corporations successfully achieve their financial goals. We are a full-service firm and we have partnered with two of the industry's best and most respected organizations - Prospera Financial and First Clearing, LLC. Through these partnerships, we are able to offer a wide range of financial products and services to investors of all size and experience levels. Please call us if you have any questions about our firm or the range of financial products and services we provide. A list of some of the products and services we provide are as follows: Investment Services: General Securities, ETF's, and Mutual Funds Institutional Execution Registered Investment Advisory Alternative Investments Planning: Retirement Educational Financial / Income Estate Risk Management: Life Insurance Annuities Long-term Care Insurance



Qualifications CRD# 2207998
Series 6, 7, 26, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 1919 Gallows Rd, Suite 980,
Vienna,
VA 
22043
Phone Number (703) 5060843

Bryan D. Beatty, CFP®, AIF® Financial Planner / Partner Partner of Egan, Berger & Weiner LLC 23 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning. Graduate of University of Maryland with a BS in Finance; former president of the Finance, Banking and Investment Society. CERTIFIED FINANCIAL PLANNER Practitioner Active member of the Financial Planning Association, Executive Board Member, Treasurer An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER which it awards to individuals who successfully complete the CFP boards initial and ongoing certification requirements.

About Egan, Berger and Weiner, LLC

Associates of Egan, Berger & Weiner, LLC focuses on 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 personal aspirations.



Qualifications CRD# 4470298
FirmCRD# 164481
Series 65


Office Location 1315 Second St. SW, Suite 102,
Roanoke,
VA 
24016
Phone Number (540) 2663100

Brian Bowen is registered as an Investment Advisor Representative and is the President of Integrity Financial Planning, Inc., a Registered Investment Advisor in the State of Virginia. He educates radio listeners on 'Retire with Integrity' on Saturday mornings at 10 a.m. on WFIR 960AM/107.3FM, has been featured on WSLS-TV's 'Wealth Wednesday', and contributes articles to CNNMoney, Money and Fortune. Brian's mission is to help his clients achieve their goals by providing them with objective, personal financial advice specific to their situation. The perspective and experience he gained in his early financial services career with Morgan Stanley Dean Witter, Conseco Finance, and Farm Bureau Financial Services led him to search for a better way to deliver unbiased, comprehensive planning that considers the interdependent mix of financial strategies, tax planning, estate planning, retirement planning, and risk management. Brian believes no financial decision should be made in a vacuum without considering all of these variables and their impact on each other. Brian lives in the Roanoke, VA area with his wife, Sheri, and their 6 children.

About Integrity Financial Planning, Inc.

Integrity Financial Planning, Inc., an Independent Registered Investment Advisor based in Roanoke, VA, helps clients protect their retirement assets and finds creative strategies to increase your income. Our fiduciary duty helps to ensure that we are working with our clients' best interests at heart. As independent financial advisors, we have the ability to select from a wide range of products and services that may be appropriate for each clien'?s situation. Our philosophy is to get to know you first. Then, together, we develop a plan to reach your stated financial goals. The plan drives the investment strategy and how we address your retirement needs. We place emphasis on helping preserve retirement assets and creating the income you need in retirement.



Office Location 2762 Electric Road,
Suite E,
Roanoke,
VA 
24018
Phone Number (540) 5562235

Brandon is the founding principal of Brandon Bell Financial Partners in Roanoke, Virginia. Throughout his more than 20 years in the financial services industry, Brandon has made it his mission to work with clients on conservative investment strategies that help them prepare for and maintain a comfortable standard of living during retirement. As an Investment Advisor Representative and a Licensed Insurance Professional, Brandon takes great pride in the fiduciary responsibility of doing whats in the best interest of his clients. While other firms focus on sales quotas and top-down corporate mandates, Brandons 7-Step Process provides a comprehensive and seamless transition from the planning stage to implementation. Community service has always been an essential part of Brandons personal and professional life. He has served two terms as a member of the Virginia Senate, five years on the State Board of Education, and was a member of the Radford University Board of Visitors. He currently serves as a Trustee on the Board of the Virginia Retirement System. Brandon currently resides in Roanoke, Virginia with his wife Debbie and their two children Parker and Sarah.

About Brandon Bell Financial Partners

Given the ever-changing landscape of retirement, income planning and other insurance needs, our clients take comfort in knowing that we specialize and focus our efforts in helping them navigate through the complexities of planning for and living in retirement. With over 20 years of industry experience, we are prepared to address your retirement-related planning needs. You will have your questions answered, your fears put to rest, and your objectives and goals incorporated into any advice or recommendations you receive from our firm. We use proven and effective strategies easily tailored for each individual situation, and our straightforward approach and plain language make it easy to understand our process every step of the way.



Qualifications CRD# 5685783
FirmCRD# 287730

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


Office Location 201 E. City Hall Ave,
Suite 700,
Norfolk,
VA 
23510
Phone Number (757) 3373599

Artie is responsible for Martello's investment activities including portfolio management, strategy development, and supervision of the firm's research efforts. Prior to founding Martello, Artie was an Analyst with Vantage Consulting Group. At Vantage, Artie created strategies for the firm's asset management projects including fundamental models and systematic trading programs. In this capacity, he developed and managed the Vantage Tactical Fixed Income strategy, an ETF-based allocation program. Artie was also an Analyst in Vantage's investment consulting practice, where he worked on the investment team servicing institutional client accounts. In this role, Artie was responsible for portfolio analysis, risk monitoring, strategy recommendations, and investment research. Artie holds an MBA from the Mason School of Business at the College of William and Mary and a BA from Rollins College in Winter Park, Florida. He earned his Chartered Financial Analyst designation in 2016 and is a member of both the CFA Institute and the CFA Society Virginia.

About Martello Investments, LLC

Martello Investments is an investment advisor based in Norfolk, Virginia. We are a fee-only advisor and a fiduciary with an honest mission: to build better investment portfolios for our clients. We offer private wealth management services to individuals, institutional investors, companies, and trusts. Our strategies combine low-cost exchange-traded funds with advanced technology and active management designed to intelligently manage investor capital. We understand that there is no "one size fits all" investment approach, and that every investor has unique goals. We also know that you want more than just portfolio management from your advisor and that your portfolio is more than just a collection of investments. An investment portfolio represents a lifetime of hard work, dreams for the future, and financial security. We strive to help clients reach their many goals. We value our personal relationships with investors, and strive to provide transparency, liquidity, competitive fees, and our constant availability and attention. Choosing a financial advisor doesn't have to be stressful. If you're interested in learning more about us, give us a call to set up a no-pressure, free consultation.



Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 1750 Tysons Blvd.,
Suite 910,
Tysons Corner,
VA 
22102
Phone Number (888) 7526742

Formal Education: Bachelor of Science in Information Science and Systems, Radford University Business Background: Mike Krowe has been an investment advisor for nine years, and has been with Edelman Financial Services since 2009. Employment History: 2016–Present: Associate Director, Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2015–2016: Edelman Direct Advisor II for Edelman Financial Services. Provided financial advice to clients. 2012–2015: Edelman Online Advisor for Edelman Financial Services. Provided financial advice to clients. 2009–2014: Client Service Associate for Edelman Financial Services. Provided client support. 2007–2009: Financial Specialist at Wachovia. Provided financial advice to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™ Chartered Retirement Planning Counselor℠

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.



Qualifications CRD# 4092356
FirmCRD# 164232
Series 65

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 8315 Lee Highway,
Suite 325,
Fairfax,
VA 
22031
Phone Number (703) 5608300

*Managing Member at David Wealth Management LLC Fairfax, VA July 2012 - Present (5 years) Co-founder of David Wealth Management LLC, an independent financial planning and investment management firm focused on providing customized wealth management solutions to individuals and families. *Investment & Strategic Advisor at Brown Advisory Chevy Chase, MD May 2009 - June 2012 (3 years) *Managing Director at Private Wealth Group at FBR Arlington, VA 1999 - 2009 (10 years) *Tax Director at CBIZ Fairfax, VA 1998 - 1999 (1 year) Supported transitional efforts following the sale of David & Samson PLLC to CBIZ. *Managing Member at David & Samson PLLC Fairfax, VA 1993 - 1998 (5 years) Co-founder of David & Samson PLLC, a well-respected certified public accounting firm that provided a wide range of accounting and tax services to individuals, families, and businesses. Successfully built the business and positioned the firm for sale to CBIZ. *TPIC Tax Person-In-Charge Washington, DC 1988 - 1993 (5 years) TPIC of the tax department of the DC practice office of Kenneth Leventhal & Co, one of the most widely recognized CPA firms in the nation. In 1995, Kenneth Leventhal & Company was merged into Ernst & Young.

About David Wealth Management, LLC

Who We Are We are a fee-only, fiduciary & independent Registered Investment Advisor and help our clients make the most of their wealth through investment, financial, and tax advice. Who We Serve We serve a variety of clients including executives, business owners, and retirees. We work with clients planning for retirement and advise them on disciplined and well researched strategies to target long-term wealth in the capital markets. We work with clients in retirement and advise them on sensible and tax-efficient distribution strategies to provide them income for today and growth for tomorrow to make their retirement accounts last. What We Do Our clients seek well diversified investment portfolios and we provide them with retirement, estate, tax and insurance planning and investment advisory to make the most of their wealth. Why Clients Work With Us Our clients are busy and work with us because they want to simplify and organize their financial lives. They understand that financial planning is complex, so they seek to work with someone they can trust to make the most of their wealth. We help our clients to simplify their financial goals and plans, on the things that matter most to them, so they feel confident in their future. How to Get Started We enjoy meeting new people to learn more about their goals and discuss how we may be able to help. Our mission is to positively impact our client’s lives. Schedule your no obligation consultation to get acquainted.



List of Additional Financial Advisors in Virginia
Cary Street Partners Investment Advisory Llc Richmond, VA
American Express Financial Advisors Herndon, VA
Acorn Financial Advisory Services, Inc. Fairfax, VA
Investors Security Company, Inc. Suffolk, VA
Akre Capital Management, Llc Middleburg, VA
Thompson Davis Asset Management Richmond, VA
Ejf Capital Llc Arlington, VA
Davenport & Company Llc Richmond, VA
Jefferson Pilot Securities Corporation Norfolk, VA
Fonville Wealth Management Glen Allen, VA
Cary Street Partners Investment Advisory Llc Richmond, VA
Johnson and Gilliss Wealth Management Richmond, VA
Spectrum Financial Inc Virginia Beach, VA
PBGH Financial Advisors, Inc. Harrisonburg, VA
Davenport & Company Llc Richmond, VA
Dominion Wealth Management, Inc. Reston, VA
Davenport & Company Llc Richmond, VA
Maureen F. O'Brien, LLC Fairfax, VA