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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 businesses reach all aspects of their financial goals and objectives. We offer comprehensive advice and services that include: Personal Financial Planning Investment and Wealth... read more>>

Bill Hayes, CFP®, Financial Advisor from Virginia,
(357 views)
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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 priority is helping clients to achieve their personal financial goals. We are committed to providing quality service tailored to the individual needs of our clients, and embrace our roles as fiduciaries — which requires us to act in the best interests... read more>>

Jim David, Financial Advisor from Virginia,
(169 views)
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Jim
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 significant wealth comes significant complexity. For more than 30 years, Jim David, CPA, has been helping people make the most of their wealth through investment, financial, and tax advice, as a Registered Investment Adviser, as a Certified Public... read more>>

Bryan Beatty, Financial Advisor from Virginia,
(1184 views)
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Bryan
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 they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.

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 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.

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 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... read more>>

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 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.

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 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.

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 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... read more>>

Tom Wright, Financial Advisor from Virginia,
(610 views)
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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. Next Investments’ mission is to help you take the next step and reach the next level of financial success, by investing in the next big thing… you. The firm welcomes individuals, families and small businesses seeking our Value Added Investing ™... 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 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... read more>>

Integrity Financial Planning, Inc.
1315 Second St. SW, Suite 102,
Roanoke, VA   24016
Call : (540) 266-3100

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... 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 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... 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 these core objectives:Maintain clients’ long-term goals and objectives as the absolute priority.Provide clients with comprehensive wealth management strategies based on confidential, unbiased, high-quality advice.Tailor each financial plan and... read more>>

Jim Martin RFC, AAMS, Financial Advisor from Virginia,
(122 views)
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Jim
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 income in your retirement years that is not dependent on the day-to-day performance of the stock market.” - Jim Martin, Founder and CEO

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 services as a registered principal of Pruco, and an agent issuing insurance companies. 1-800-201-6690. Prudential Advisors is a brand name of The Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries.

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 managers in the industry to bring their clients a comprehensive and life-long investing approach specifically tailored and customized to each individual client. Your financial positioning is a constant and rigorous activity and SGI will help you reach... read more>>

Ken Grier, Financial Advisor from Virginia,
(296 views)
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Financial Engines Advisors, LLC
2331 Mill Road,
Alexandria, VA   22314
Call : (800) 822-1461

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... read more>>

Neal Richards, Financial Advisor from Virginia,
(247 views)
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Neal
Financial Engines Advisors, LLC
11815 Fountain Way,
Newport News, VA   23606
Call : (757) 201-7444

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... read more>>

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