Home > Financial Advisors > Local

Find Top Financial Advisors in Local


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Local. 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 Local

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 Local
Financial Advisor Office Location Phone Number
Daniel R. Hill, CFP®, AIF®,
Prudent Investor Wealth Management, LLC
10800 Midlothian Turnpike,
Richmond, VA  23235
(804) 897-3919
Darius McMillan,
Edelman Financial Engines, LLC
3957 Westerre Pkwy,
Richmond, VA  23233
(804) 523-4555
Clayton W. James, CFM,
Jamestowne Investments
263 McLaws Circle, Suite 101,
Williamsburg, VA  23185
(757) 941-5150
Neal Richards,
Edelman Financial Engines, LLC
11815 Fountain Way,
Newport News, VA  23606
(757) 201-7444

Information on Qualified Financial Advisors in Local

Qualifications CRD# 2373006
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

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# 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 Richmonds 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# 4565333
FirmCRD# 10740
Series 7, 31, 63 SIE


Office Location 263 McLaws Circle, Suite 101,
Suite 101,
Williamsburg,
VA 
23185
Phone Number (757) 9415150

Clayton has been a registered financial adviser since 2003. He has earned the Accredited Asset Management Certificate (AAMS) and the Certified Financial Manager Certificate (CFM) from the College of Financial Planning. Clayton graduated from Hampden-Sydney College with a Bachelor of Science degree in Mathematical Economics. There he earned membership into the Omicron Delta Kappa honors and leadership Society, served as captain of the football team and served as president of his Fraternity - The Kappa Alpha Order. Clayton holds his Series 7, 66, 35 and health, life and annuity licenses. His primary focus is working with families, small business owners, and private endowments and trusts to ensure investment assets are fully diversified, have core asset allocation principals, generate income, and have the protection characteristics needed to provide both growth and longevity. Clayton actively participates as an instructor in multiple area adult education and life-long learning programs. He is presently a course instructor at The College of William & Mary through the Christopher Wren Society and with Rappahannock Community College's Life Long Learning program.

About Jamestowne Investments

Jamestowne Investments, LLC is headquartered in Williamsburg, VA. With access to multiple investment product platforms and with world class research, we are able to offer clients a full service investment management relationship. We have been in the investment business and designated as a Certified Financial Manager since 2003. Our team takes great pride in helping individual investors, families, trusts and small businesses and corporations successfully achieve their financial goals. We are a full-service firm and we have partnered with two of the industry's best and most respected organizations - Prospera Financial and First Clearing, LLC. Through these partnerships, we are able to offer a wide range of financial products and services to investors of all size and experience levels. Please call us if you have any questions about our firm or the range of financial products and services we provide. A list of some of the products and services we provide are as follows: Investment Services: General Securities, ETF's, and Mutual Funds Institutional Execution Registered Investment Advisory Alternative Investments Planning: Retirement Educational Financial / Income Estate Risk Management: Life Insurance Annuities Long-term Care Insurance



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.



Select other cities in Local to broaden your search for a financial advisor