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Find Top Financial Advisors in Cape Charles, Virginia
Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Cape Charles, Virginia, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
How To Find Trusted Financial Advisors in Cape Charles, Virginia
Cape Charles has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Cape Charles, Virginia have an average of 17 years of experience.
NOTE: The list of vetted financial advisors in Cape Charles, Virginia mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Cape Charles, Virginia.
Qualified Financial Advisors in Cape Charles, Virginia
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 17 Years | Not Specified | Not Specified | Fee-Based |
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Information on Qualified Financial Advisors in Cape Charles, Virginia

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.
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.
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