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Financial Advisors in Virginia

Capitol Financial Consultants, Inc.
8180 Greensboro Drive, Suite 1150,
McLean, VA   22102
Call : (703) 821-2000x212

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... read more>>

Jim David, Financial Advisor from Virginia,
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David Wealth Management LLC
8315 Lee Highway, Suite 325,
Fairfax, VA   22031
Call : (703) 560-8300

David Wealth Management LLC is an independent, fee only, Registered Investment Advisory firm based in Fairfax, Virginia, which provides financial planning and investment advisory services throughout the greater Washington, DC area.EXPERIENCEWith... read more>>

Bryan Beatty, Financial Advisor from Virginia,
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Egan, Berger and Weiner, LLC
1919 Gallows Rd, Suite 980,
Vienna, VA   22043
Call : (703) 506-0843

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... read more>>

Lineage Wealth Management, Inc
500 East Main Street,
Norfolk, VA   23510
Call : (757) 313-1394

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... read more>>

Martello Investments, LLC
201 E. City Hall Ave,
Norfolk, VA   23510
Call : (757) 337-3599

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... read more>>

Morgan Stanley
901 East Byrd St,
Richmond, VA   23901
Call : (804) 780-3371

My practice is focused on a fee based, client-centered and comprehensive approach to financial planning and investment management.

Prudent Investor Wealth Management, LLC
109 Herman Melville Avenue,
Newport News, VA   23606
Call : (757) 870-3153

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... read more>>

Prudent Investor Wealth Management, LLC
10800 Midlothian Turnpike,
Richmond, VA   23235
Call : (804) 897-3919

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... read more>>

Virginia Asset Group
2901 S. Lynnhaven Rd,
Virginia Beach, VA   23452
Call : (757) 747-2556

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... read more>>

Bill Hayes, CFP®, Financial Advisor from Virginia,
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Charles Carroll Financial Partners
4115 Annandale Road,
Annandale, VA   22003
Call : (855) 585-3600

Charles Carroll Financial Partners is an independent financial planning and investment advisory firm serving clients throughout the U.S. from our offices in Boston, Massachusetts, and Washington D.C.As independent fee-only financial advisors, our... read more>>

Tom Wright, Financial Advisor from Virginia,
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Next Investments LLC
6802 Paragon Pl,
Richmond, VA   23230
Call : (804) 591-1657

Next Investments is a locally owned, fee-only, independent registered investment advisory firm founded to service you first and place all other interests aside. As a team of fiduciaries, it’s our duty and obligation to work in your best interest.... read more>>

Mink Wealth Management
7901 Jones Branch Drive,
McLean, VA   22102
Call : (703) 748-5839

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... read more>>

Orenduff & Associates
1500 Forest Avenue,
Richmond, VA   23229
Call : (804) 673-1746

Orenduff and Associates, an independent financial advisory firm, was founded in 1974 by Linwood Orenduff. We owe our longevity to putting our clients first. The firm provides comprehensive financial planning, and wealth management services. The... read more>>

Signature Estate & Investment Advisors, LLC®
1650 Tysons Blvd.,
Tysons Corner, VA   22102
Call : (703) 940-3000

Successful wealth management is the result of an ongoing collaboration between investor and advisor, built upon trust and maintained according to the highest standards of integrity and expertise. In pursuit of this mission, SEIA strives to achieve... read more>>

Brandon Bell Financial Partners
2762 Electric Road,
Roanoke, VA   24018
Call : (540) 556-2235

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... read more>>

New River Financial Group, LLC
Serving Radford & Roanoke area,
Radford, VA   24141
Call : (540) 639-4810

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... read more>>

Prudential Advisors
4860 Cox Road, Suite 100,
Glen Allen, VA   23060
Call : (804) 727-2589

Offering financial planning and investment advisor services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services, pursuant to separate client agreement. Offering insurance and securities products and... read more>>

StrategicGlobal Insight, LLC
The Fairways Executive Center,
Reston, VA   20190
Call : (703) 598-2789

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... read more>>

Ken Grier, Financial Advisor from Virginia,
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Financial Engines Advisors, LLC
8100 Boone Boulevard Suite 640,
Vienna, VA   22182
Call : (703) 288-6988

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... read more>>

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Are You A Financial Advisor in Virginia?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only