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Find Top Financial Advisors in Glen Allen, Virginia

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Glen Allen, Virginia. 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 Advisors in Glen Allen

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.

Qualified Financial Advisors in Glen Allen, Virginia
Financial Advisor Office Location Phone Number
Thomas Marshall
Virginia Estate and Retirement Planning Advisors, Inc.
4870 Sadler Rd,
Glen Allen, VA  23060
(804) 205-5081
Matthew Preddy
Edelman Financial Engines, LLC
200 Westgate Pkwy,
Henrico, VA  23233
(804) 523-4555
Daniel R. Hill, CFP®, AIF®
D. R. Hill Wealth Strategies, LLC
10800 Midlothian Turnpike,
Richmond, VA  23235
(804) 897-3919

Information on Qualified Financial Advisors in Glen Allen

Qualifications CRD# 1941207
FirmCRD# 151510
Series 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly


Office Location 4870 Sadler Rd,
Suite 300,
Glen Allen,
VA 
23060
Phone Number (804) 2055081

A well-known financial educator, Thomas P. Marshall is President of Virginia Estate and Retirement Planning Advisors, Inc., an independent, fee-based financial planning and investment advisory firm. His expertise is helping retirees and those soon to retire avoid common, costly financial mistakes. Tom has advised over 800 retirees and pre-retirees, including past employees of the U.S. Government, Wyeth Pharmaceuticals, DuPont, CSX Corporation, Dominion Resources, Capital One Financial Corporation, and many others. He has been assisting investors for over 20 years. Tom earned his Master of Business Administration degree from Vanderbilt University and graduated with Distinction from the Virginia Military Institute where he was commissioned in the United States Army, Corps of Engineers. Tom is also an ordained minister and currently serves in an advisory capacity to several overseas charities including Channel of Blessing, a 501(c)3 non-profit, dedicated to Christian education, pastoral training, alleviation of poverty, and womens rights in India. He is also a member of the Nationwide Gift Planning Advisor Council (NGPAC) for the American Cancer Society. Tom holds a Master of Divinity degree from Virginia Union University. Tom has lectured widely on financial topics and is a former lecturer at Vanderbilt University and the University of Richmond. He is also the author of Retirement Smarts: Plan Well, Retire Well, an easy to read retirement planning guide available on Amazon. com. Tom and his wife Cassie have two sons and live in Richmond. Recently the readers of Style Weekly magazine voted Tom and his team the "Best Local Financial Planners".

About Virginia Estate and Retirement Planning Advisors, Inc.

At Virginia Estate and Retirement Planning Advisors, Inc., we embrace our role as a fiduciary, a responsibility that means we must always act with your best interest in mind. As a fiduciary, we are different from traditional financial advisors who are brokers. It's a distinction we are proud of and that benefits you: * Unlike a broker, we are not licensed to sell you securities. * We are a Registered Investment Advisor and only sell you our advice. * You need not worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interest we have in serving you. * We are an independent, privately owned firm with deep roots in the community. * We don't have a huge marketing budget and rely on referrals from our clients to grow our business, so we are directly motivated to please every client we serve. * As an independent advisory, we choose financial products and services that are best suited for you unbiased by the demands and sales quotas that could be imposed by a corporate parent. * Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs. * You receive personal attention and advice from professionals who come to know you.



Qualifications CRD# 4827370
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 200 Westgate Pkwy,
Suite 202,
Henrico,
VA 
23233
Phone Number (804) 5234555

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2006. Successfully completed the Series 7, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning Counselor (CRPC®) certification(s). Bachelor of Arts in Economics and Business, Minor in Mathematics 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# 3188300
FirmCRD# 149511
Series 65

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


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.



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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?