wiseradvisor

Find Best Financial Advisors in Virginia

Advisor Match

A densely populated state like Virginia has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Virginia and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners 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 Qualified Financial Advisors in Virginia
Financial Advisor Office Location Phone Number
Dan Uribe
Good Wealth Management
544 S. Main St,
Harrisonburg, VA  22801
(540) 801-8000
David Burgess
Creative Planning
---,
Arlington, VA  22205
(202) 763-3629
Jeffrey Lippman
Capitol Financial Consultants, Inc.
8180 Greensboro Drive, Suite 1150,
McLean, VA  22102
(703) 821-2000x212
Jeremy Laughton
Creative Planning
7601 Lewinsville Rd. Suite 206,
McLean, VA  22102
(703) 621-4968
Mark Cohen
Creative Planning
7601 Lewinsville Rd. Suite 206,
McLean, VA  22102
(703) 847-8900
Mark Kuniholm
Creative Planning
---,
Herndon, VA  20170
(703) 859-2463
Mark Salow
Creative Planning
---,
Alexandria, VA  22314
(202) 768-3754
Stephanie Trentham
Creative Planning
---,
Richmond, VA  23113
(804) 998-0364
Weston Burnett
Creative Planning
7601 Lewinsville Rd. Suite 206,
McLean, VA  22102
(703) 621-4962
John Sciuto
XML Financial Group
7600 Leesburg Pike,
Falls Church, VA  22043
(703) 790-5999
Matthew Preddy
Edelman Financial Engines, LLC
200 Westgate Pkwy,
Henrico, VA  23233
(804) 391-4907
Tim Goode
Edelman Financial Engines, LLC
4000 Legato Road,
Fairfax, VA  22033
(703) 991-5250
Diane Snyder
Snyder Financial Inc., Investment Advisor Rep for Horter Investment Management, LLC.
11890 Sunrise Valley Drive,
Reston, VA  20191
(703) 327-3354
Stuart F. Pierson Jr.
Piedmont Capital Asset Management LLC
.,
Charlottesville, VA  22902
(800) 369-7210
Emily Robbins
Virginia Asset Group
607 Lynnhaven Parkway,
Virginia Beach, VA  23452
(757) 747-2556
Darren Colananni, CFP®, ChFC®, CIMA®, CPWA®
Centurion Wealth Management
7901 Jones Branch Drive,
McLean, VA  22102
(571) 765-2301
Daniel R. Hill, CFP®, AIF®
D.R. Hill Wealth Strategies, LLC
700 Technology Center,
Newport News, VA  23602
10800 Midlothian Turnpike,
Richmond, VA  23235
(757) 870-3153
(804) 897-3919
Bryan Beatty
Egan, Berger and Weiner, LLC
1919 Gallows Rd, Suite 980,
Vienna, VA  22043
(703) 506-0843
Brian Bowen
Integrity Financial Planning, Inc.
1315 Second St. SW, Suite 102,
Roanoke, VA  24016
(540) 266-3100
Sean Wintz
Edelman Financial Engines, LLC
1800 Diagonal Road,
Alexandria, VA  22314
(703) 705-4978
Sean Connolly
Edelman Financial Engines, LLC
1750 Tysons Blvd.,
Tysons Corner, VA  22102
(703) 677-9729
Bob Sargent
Edelman Financial Engines, LLC
19775 Belmont Executive Plaza,
Ashburn, VA  20147
(571) 257-3821
Glenn Fischer
Fischer Wealth Advisors (FWA)
6076 Franconia RD,
Alexandria, VA  22310
(703) 674-9038

Information on Qualified Financial Advisors in Virginia

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 544 S. Main St,
Harrisonburg,
VA 
22801
Phone Number (540) 8018000

About Good Wealth Management

With offices in Harrisonburg, VA and Fairfax, VA, Good Wealth Management is a truly independent wealth management firm servicing multigenerational-families and businesses in several states. As an independent firm, we pride ourselves on providing unbiased and conflict-free investment advice based on a thorough understanding of our clients’ unique circumstances.



Qualifications CRD# 5549859
FirmCRD# 105348


Office Location ---,
Arlington,
VA 
22205
Phone Number (202) 7633629

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5124838
Series 7, 66

Compensation/Fee Fee-Based, 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# 7213376
FirmCRD# 105348


Office Location 7601 Lewinsville Rd. Suite 206,
McLean,
VA 
22102
Phone Number (703) 6214968

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 2970697
FirmCRD# 105348


Office Location 7601 Lewinsville Rd. Suite 206,
McLean,
VA 
22102
Phone Number (703) 8478900

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 3175136
FirmCRD# 105348


Office Location ---,
Herndon,
VA 
20170
Phone Number (703) 8592463

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 4178341
FirmCRD# 105348


Office Location ---,
Alexandria,
VA 
22314
Phone Number (202) 7683754

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5649294
FirmCRD# 105348


Office Location ---,
Richmond,
VA 
23113
Phone Number (804) 9980364

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 4395879
FirmCRD# 105348


Office Location 7601 Lewinsville Rd. Suite 206,
McLean,
VA 
22102
Phone Number (703) 6214962

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 6416953
FirmCRD# 284987
Series 66

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 7600 Leesburg Pike,
Suite 120 East,
Falls Church,
VA 
22043
Phone Number (703) 7905999

John is a Wealth Advisor at XML Financial Group who specializes in guiding his clients through their most important financial and life decisions. He focuses on comprehensive financial planning, personally curated investment portfolios, and aiming to provide world-class service. John's expertise in holistic long-term planning and in-depth market analysis helps his clients navigate today's complex economic environment. He previously worked as a financial advisor at Wells Fargo Advisors before joining XML Financial Group. John also worked in government affairs and as a corporate consultant. John received his Bachelor of Arts degree from the University of Richmond and earned his Master's degree from George Washington University. John previously served on the board of the non-profit organization, United Community, and acted as the board's investment research lead. He currently lives in Alexandria, VA with his wife and his collie, Cal. In his spare time John loves to read, travel, and exercise - if you have a Peloton bike let John know, he would love to do a ride together!

About XML Financial Group

Our firm, XML Financial Group, is a family. Our clients are the core of that family. We strive every day to help our clients to be financially prepared and ready to meet life's many challenges. We talk about much more than investment portfolios and retirement projections with our clients. We learn about their needs, goals, and dreams so that when we create a custom financial plan that truly represents them. Because of the trust we build together, many of our client relationships are multiple decades long and span family generations. XML Financial Group would love to have you as part of the family. If you are concerned about market volatility, wonder if your assets will last through retirement, or would like a more complete picture of your finances, please get in touch. We can explore how best to help you manage the twists and turns in your financial landscape.



Qualifications CRD# 4827370
FirmCRD# 104510
Series 66


Office Location 200 Westgate Pkwy,
Suite 202,
Henrico,
VA 
23233
Phone Number (804) 3914907

I'm passionate about working with my clients to help them plan for and achieve their long-term financial goals and dreams. When Im not working on behalf of my clients, I can be found spending time with my family, usually on the water in the summer and on the mountain in the winter.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4842397
FirmCRD# 104510
Series 66


Office Location 4000 Legato Road,
9th Floor,
Fairfax,
VA 
22033
Phone Number (703) 9915250

I love helping clients achieve their financial planning goals through education and proper planning. During my free time, I enjoy spending time with family and friends and exploring new places. I also enjoy reading and playing tennis when I can.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 6141487
FirmCRD# #119880
Series 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 11890 Sunrise Valley Drive,
Reston,
VA 
20191
Phone Number (703) 3273354

I am an Independent Financial Advisor and Founder of Snyder Financial, Inc. I am licensed as a 'Fiduciary' which separates me from your typical Stock Broker. I work for YOU and not the firm. I've been in the financial business for over 25 years serving my clients and helping them get to retirement without having to worry about what that will look like. How can I help you to navigate these volatile market times?

About Snyder Financial Inc., Investment Advisor Rep for Horter Investment Management, LLC.

Snyder Financial, Inc. is a small independent Investment Advisory Firm representative of Horter Investment Managerment, LLC.



Qualifications CRD# 4624082
FirmCRD# 143153
Series 65

Compensation/Fee Fee Only


Office Location .,
Charlottesville,
VA 
22902
Phone Number (800) 3697210

FIDUCIARY FINANCIAL ADVICE Thank you for considering my firm to guide you on your path to Complete Financial Wellness! My Clients, spread throughout the United States, value integrity, professionalism, kindness, experience, knowledge, depth, simplicity, technical savvy, accessibility, and most importantly: Piedmont Capital Asset Management LLC is a FULL FIDUCIARY! The CLIENT ALWAYS COMES FIRST. With over two decades in the Wealth Management industry as well as a Masters Degree in Taxation; I have passionately pursued a career in finance, including working for some of the largest financial institutions in the world. My firm, Piedmont Capital Asset Management LLC, is a Fee-Only, Independent, Registered Investment Advisory (RIA) firm founded in 2006 on the principle that Financial Advice must be customized and centered around the Client - NOT products! Piedmont Capital is strictly a Fee-Only Wealth Management firm. Our annual fee, charged quarterly in arrears as a percentage of your managed portfolio, includes Comprehensive Financial Planning, Performance Reporting, Risk Tolerance Assessment, and more. If you are seeking a long-term relationship with an Advisor that you can trust, I encourage you to contact me. Much more information may be found at: www.MYPIEDMONTCAPITAL.com

About Piedmont Capital Asset Management LLC

Founded in 2006 by Stuart F. Pierson, Jr., Piedmont Capital Asset Management LLC is a FULL FIDUCIARY, Fee-Only Registered Investment Advisor. Piedmont Capital offers personalized investment advisory services to individuals, families, pension and profit sharing plans, trusts, estates, corporations, and other business entities. At Piedmont Capital, we carefully employ a disciplined approach to investing for our clients' benefit. We take the time, and we put in the effort to truly understand our clients' needs, goals, and dreams. We do not merely consider risk tolerance. Instead, we employ a holistic approach to financial management that includes client education, financial planning, and a diligent process resulting in a coordinated and clearly understood program.



Qualifications CRD# 5578551
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 607 Lynnhaven Parkway,
Virginia Beach,
VA 
23452
Phone Number (757) 7472556

Emily received a Bachelor of Arts from James Madison University in 2002. She has been in the banking and finance industry for over 15 years. She received her Professional Financial Planner Certificate from Old Dominion University in 2007. Emily has also successfully completed the Private Wealth Sales School from the Cannon Financial Institute in 2008. She received her Charter Retirement Plans Specialist designation in 2016. Emily currently holds her Series 7 and 66 registrations as well as her personal insurance licenses for life, health, long term care and disability insurance. She began her financial career in the retail branches of local community banks. Emily was then elevated to the Trust department within a bank which allowed her to gain experience on the facets of proper estate, financial and retirement planning. She places an emphasis on working with individual investors, corporate clients and retirement plans. Emily enjoys helping clients achieve their financial goals and she provides the personal attention all clients deserve. Emily lives in Chesapeake with her husband, Michael and her children, William and Lily. Emily is also involved in a number of organizations outside the office. She currently serves on the Southeastern Virginia Community Foundation and Girls on the Run boards. She has been active with the Norfolk Court Appointed Special Advocates and the Cape Henry Collegiate School Alumni boards in previous years.

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 knowledgeable 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# 5744258
FirmCRD# 113908
Series 7, 63, 65

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 7901 Jones Branch Drive,
Suite 800,
McLean,
VA 
22102
Phone Number (571) 7652301

Darren Louis Colananni is a Financial Advisor, CERTIFIED FINANCIAL PLANNER" professional and holds the Chartered Financial Consultant® (ChFC®), the Certified Investment Management Analyst® (CIMA®), and the Certified Private Wealth Advisor® (CPWA®) certifications with Centurion Wealth Management focusing on asset allocation, relationship management, and aiming to provide world-class service for our clients. Darren has provided personalized investment strategies, asset allocation rebalancing, and investment plan implementation for high net-worth families and closely-held businesses. Darren is responsible for clearly understanding his client's financial goals and fostering client relationships by developing investment strategies designed for wealth preservation and capital appreciation. In addition to developing his client's wealth planning strategies, Darren also creates customized financial strategies to help clients reach their desired retirement lifestyle. Darren has a double B.A from Washington College in Business Management and Economics. Originally from Netcong, NJ, Darren currently resides in Fairfax, VA and is an active member of JDRF (Juvenile Diabetes Research Foundation) and the 1782 Society at his alma mater, Washington College. In his spare time, Darren enjoys spending time with his family, exercising, travelling, and reading.

About Centurion Wealth Management

There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data. Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success. They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one. Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.



Qualifications CRD# 3188300
FirmCRD# 149511
Series 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 700 Technology Center,
Suite 200,
Newport News,
VA 
23602
Phone Number (757) 8703153

Office Location 10800 Midlothian Turnpike,
Suite 154,
Richmond,VA  23235
Phone Number (804) 8973919

Dan Hill is now entering his twenty-first year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner", and has his Series 65 and Life and Health Insurance licenses. Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, lives in Atlanta, GA, Brett and Sarah, the newlyweds, live in Richmond, VA. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years. Dan is an investment advisor representative of Hill Wealth Strategies, a state registered investment advisor, serving customers in Richmond, VA and surrounding communities. Dan's mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.

About D.R. Hill Wealth Strategies, 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, D. R. Hill Wealth Strategies, LLC, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.



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

Compensation/Fee Fee-Based, 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 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 client'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.



Qualifications CRD# 2727753
FirmCRD# 104510
Series 66


Office Location 1800 Diagonal Road,
Suite 480,
Alexandria,
VA 
22314
Phone Number (703) 7054978

As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with my wife and sons, and love classic car events and road rallies.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5743288
FirmCRD# 104510
Series 66


Office Location 1750 Tysons Blvd.,
Suite 910,
Tysons Corner,
VA 
22102
Phone Number (703) 6779729

As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with family and staying active outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5050772
FirmCRD# 104510
Series 65


Office Location 19775 Belmont Executive Plaza,
Suite 510,
Ashburn,
VA 
20147
Phone Number (571) 2573821

As a financial planner, I take great pride in helping my clients accomplish their financial and retirement goals. In my spare time, I enjoy traveling and spending time outdoors with my wife and two children.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1852876
FirmCRD# 281113
Series 63

Compensation/Fee Fee-Based, Based on Assets, Commissions, Hourly


Office Location 6076 Franconia RD,
B,
Alexandria,
VA 
22310
Phone Number (703) 6749038

Glenn Fischer is a graduate of the UC Berkeley Biochemistry program and the University of Texas MBA program in Finance. He has been working in financial services since 1987.

Click here to Connect With Glenn

About Fischer Wealth Advisors (FWA)

We are a small boutique firm designed to solve problems. We make your life easier. To schedule an appointment click here: calendly.com/glenn-25



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?