wiseradvisor

Financial Advisor in Virginia

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. 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
Gian Deguzman
Edelman Financial Engines, LLC
1900 Campus Commons Drive,
Reston, VA  20191
8100 Boone Boulevard Suite 640,
Vienna, VA  22182
(800) 822-1461
(703) 288-6988
Neal Richards
Edelman Financial Engines, LLC
11815 Fountain Way,
Newport News, VA  23606
(757) 201-7444
Darius McMillan
Edelman Financial Engines, LLC
3957 Westerre Pkwy,
Richmond, VA  23233
(804) 523-4555
Bob Glass
Edelman Financial Engines, LLC
1800 Diagonal Road,
Alexandria, VA  22314
(571) 257-1667
Bob Sargent
Edelman Financial Engines, LLC
19775 Belmont Executive Plaza,
Ashburn, VA  20147
(571) 257-3821
Michael Krowe
Edelman Financial Engines, LLC
1750 Tysons Blvd.,
Tysons Corner, VA  22102
(703) 227-0534
Tim Goode
Edelman Financial Engines, LLC
4000 Legato Road,
Farifax, VA  22033
(703) 227-0518
Scott Henderson
Edelman Financial Engines, LLC
277 Bendix Rd,
Virginia Beach, VA  23452
(757) 201-7444
Joe Sallee, CFP®
Bay Capital Advisors, LLC
One Columbus Center,
Virginia Beach, VA  23462
(757) 816-0967
Jim Martin RFC, AAMS
New River Financial Group, LLC
Serving Radford & Roanoke area,
Radford, VA  24141
(540) 639-4810
James Albert CPFA®, CRPS®
Lions Bridge Financial Advisors
2396 Liberty Way, Suite 115,
Virginia Beach, VA  23456
(757) 239-4567
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

Information on Qualified Financial Advisors in Virginia

Qualifications CRD# 3188300
FirmCRD# 149511
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# 5298082
FirmCRD# 104510
Series 7, 24, 63, 65

Compensation/Fee Fee Based Only - No Commissions


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

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

Joined Edelman 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 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# 3076587
FirmCRD# 104510
Series 7, 9, 10, 63

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 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# 6136223
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 Richmond's varsity football team. Darius enjoys weight lifting, golfing, and spending time with family.

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# 5347326
FirmCRD# 104510

Compensation/Fee Fee Based Only - No Commissions


Office Location 1800 Diagonal Road,
Suite 480,
Alexandria,
VA 
22314
Phone Number (571) 2571667

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2005. Bachelor's degree in sociology from Randolph-Macon College.

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 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2005. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics from Amherst College.

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# 4974719
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 1750 Tysons Blvd.,
Suite 910,
Tysons Corner,
VA 
22102
Phone Number (703) 2270534

Joined Edelman Financial Engines in 2009. Began his career in the financial services industry in 2007. Bachelor's degree in Information Systems from Radford University.

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 7, 24, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 4000 Legato Road,
9th Floor,
Farifax,
VA 
22033
Phone Number (703) 2270518

Joined Edelman Financial Engines in 2005. Began his career in the financial services industry in 2004. Certified Financial Planner certification(s). Bachelor's degree in Science of Financial Services from Brigham Young University.

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# 4264288
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 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# 6442543
FirmCRD# 140796
Series 66

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


Office Location One Columbus Center,
Suite 600,
Virginia Beach,
VA 
23462
Phone Number (757) 8160967

Joe combines his military and financial/investing experience to meet his clients unique needs. He is committed to upholding a high level of ethics and providing unbiased advice. Before joining Bay Capital, he founded and served as CEO of Patriot Strategic Investments, LLC, where he served military families and government employees with their retirement planning and investment needs. His Navy career took him around the world, where he was exposed to many of the different cultures that affect our global economy. His unique experiences, and diverse background enable him to bring a fresh perspective when advising his clients and managing their investment portfolios. Joe is a graduate of the University of Oklahoma, where he earned his Bachelors in Physics, and gained a love of college football. He has a Masters of Science in Management from North Carolina State University, as well as a Masters of Science in National Security Strategy from the National War College. He has been designated a CERTIFIED FINANCIAL PLANNER" professional by the College of Financial Planning. He and his wife Martine have four great kids and enjoy living in Virginia Beach, VA.

About Bay Capital Advisors, LLC

We are a fiduciary fee only Registered Investment Advisory (RIA) firm. We assist clients achieve their investment and financial planning goals, and always have their best interest in mind when recommending and making investment decisions. Our clients have chosen to work with us for a number of very important reasons. They want a financial advisor who: puts their interest first; understands their specific financial situation; offers straightforward advice that reflects their long-term goals; recommends investment solutions that best fit their unique needs; and uses a fee-based structure that encourages unbiased advice. We serve clients in Virginia Beach and throughout Southeast Virginia and Northeast North Carolina.



Qualifications CRD# 5625493
FirmCRD# 283428


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# 4288825
FirmCRD# 6413
Series 63, 65


Office Location 2396 Liberty Way, Suite 115,
Virginia Beach,
VA 
23456
Phone Number (757) 2394567

James serves families, business and their owners with comprehensive retirement planning and financial strategies. James is a native of Hampton Roads, and a graduate of Old Dominion University with a degree in Economics. James has almost 20 years of financial services experience James is a member of the National Association of Plan Advisors (NAPA), which is part of the American Retirement Association James holds the Chartered Retirement Plan Specialist ® (CRPS ®) and Chartered Plan Fiduciary Advisor (CPFA ®) designations. Individuals who hold these designations have completed study encompassing design, installation, maintenance and administration of retirement plans. Upon successful completion of the CPFA ® and CRPS ® designees have agreed to adhere to the CRPS Standards of Professional Conduct and are subject to a disciplinary process. CRPS must completed 16 hours of continuing education bi-annually, and CPFA ® designees are required to complete 20 hours of continuing education biannually and reaffirm adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. James holds his Series 6, 63, and 65 registrations with LPL Financial.

About Lions Bridge Financial Advisors

Many of our clients are referred to us by existing clients-- why? We believe it's because they know we genuinely care about them, demonstrate integrity and transparency and can be relied upon to have or find the answers to their financial questions and help them make important decisions at key crossroads in life. Our mission is to get to know and understand you, your family, your needs, wants, challenges, opportunities and long-term goals. We will help you develop, implement, and monitor a comprehensive strategy that's designed to address your individual situation. Each plan we build is custom, it is yours and all about you. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Lions Bridge Financial is On a Mission- to Partner with You on Your Journey to and Through Retirement and to help you live confidently on the path you've chosen. Our goal is to be a leader in our community and well regarded for our attentive and knowledgeable care for the financial well-being of investors.



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 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.



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
Jamestowne Investments,LLC. Williamsburg, VA
Martello Investments, LLC Norfolk, VA
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