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Find Top Financial Advisors in Mclean, Virginia

Advisor Match

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

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 Mclean, Virginia
Financial Advisor Office Location Phone Number
Jeffrey Lippman
Capitol Financial Consultants, Inc.
8180 Greensboro Drive, Suite 1150,
McLean, VA  22102
(703) 821-2000x212
Darren Colananni, CFP®, ChFC®, CIMA®, CPWA®
Centurion Wealth Management
7901 Jones Branch Drive,
McLean, VA  22102
(571) 765-2301
John Sciuto
XML Financial Group
7600 Leesburg Pike,
Falls Church, VA  22043
(703) 790-5999
Bryan Beatty
Egan, Berger and Weiner, LLC
1919 Gallows Rd, Suite 980,
Vienna, VA  22043
(703) 506-0843
Kevin Colleran
Edelman Financial Engines, LLC
6550 Rock Spring Drive,
Bethesda, MD  20817
(301) 547-3169
Michael Krowe
Edelman Financial Engines, LLC
1750 Tysons Blvd.,
Tysons Corner, VA  22102
(703) 227-0534
Justin Gradolf
Sandbox Financial Partners
6903 Rockledge Dr,
Bethesda, MD  20817
(301) 214-4190
Ken Grier
Edelman Financial Engines, LLC
1 Research Court Suite 450,
Rockville, MD  20850
(301) 963-1000
Bob Glass
Edelman Financial Engines, LLC
1800 Diagonal Road,
Alexandria, VA  22314
(571) 257-1667
Tim Goode
Edelman Financial Engines, LLC
4000 Legato Road,
Fairfax, VA  22033
(703) 227-0518
Michelle Muhammed
Edelman Financial Engines, LLC
12510 Prosperity Drive,
Silver Spring, MD  20904
(301) 563-9015
Bob Sargent
Edelman Financial Engines, LLC
19775 Belmont Executive Plaza,
Ashburn, VA  20147
(571) 257-3821

Information on Qualified Financial Advisors in Mclean

Qualifications CRD# 5124838
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), 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# 5744258
FirmCRD# 113908
Series 7, 63, 65

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


Office Location 7901 Jones Branch Drive,
Suite 800,
McLean,
VA 
22102
Phone Number (571) 7652301

Darren Louis Colananni is a Financial Advisor, CERTIFIED FINANCIAL PLANNER" professional and holds the Chartered Financial Consultant® (ChFC®), the Certified Investment Management Analyst® (CIMA®), and the Certified Private Wealth Advisor® (CPWA®) certifications with Centurion Wealth Management focusing on asset allocation, relationship management, and aiming to provide world-class service for our clients. Darren has provided personalized investment strategies, asset allocation rebalancing, and investment plan implementation for high net-worth families and closely-held businesses. Darren is responsible for clearly understanding his client's financial goals and fostering client relationships by developing investment strategies designed for wealth preservation and capital appreciation. In addition to developing his client's wealth planning strategies, Darren also creates customized financial strategies to help clients reach their desired retirement lifestyle. Darren has a double B.A from Washington College in Business Management and Economics. Originally from Netcong, NJ, Darren currently resides in Fairfax, VA and is an active member of JDRF (Juvenile Diabetes Research Foundation) and the 1782 Society at his alma mater, Washington College. In his spare time, Darren enjoys spending time with his family, exercising, travelling, and reading.

About Centurion Wealth Management

There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data. Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success. They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one. Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.



Qualifications CRD# 6416953
FirmCRD# 284987
Series 66

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


Office Location 7600 Leesburg Pike,
Suite 120 East,
Falls Church,
VA 
22043
Phone Number (703) 7905999

John is a Wealth Advisor at XML Financial Group who specializes in guiding his clients through their most important financial and life decisions. He focuses on comprehensive financial planning, personally curated investment portfolios, and aiming to provide world-class service. John's expertise in holistic long-term planning and in-depth market analysis helps his clients navigate today's complex economic environment. He previously worked as a financial advisor at Wells Fargo Advisors before joining XML Financial Group. John also worked in government affairs and as a corporate consultant. John received his Bachelor of Arts degree from the University of Richmond and earned his Master's degree from George Washington University. John previously served on the board of the non-profit organization, United Community, and acted as the board's investment research lead. He currently lives in Alexandria, VA with his wife and his collie, Cal. In his spare time John loves to read, travel, and exercise - if you have a Peloton bike let John know, he would love to do a ride together!

About XML Financial Group

Our firm, XML Financial Group, is a family. Our clients are the core of that family. We strive every day to help our clients to be financially prepared and ready to meet life's many challenges. We talk about much more than investment portfolios and retirement projections with our clients. We learn about their needs, goals, and dreams so that when we create a custom financial plan that truly represents them. Because of the trust we build together, many of our client relationships are multiple decades long and span family generations. XML Financial Group would love to have you as part of the family. If you are concerned about market volatility, wonder if your assets will last through retirement, or would like a more complete picture of your finances, please get in touch. We can explore how best to help you manage the twists and turns in your financial landscape.



Qualifications CRD# 2207998
Series 6, 7, 26, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), 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# 3195675
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 6550 Rock Spring Drive,
Suite 510,
Bethesda,
MD 
20817
Phone Number (301) 5473169

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 1999. Earned the Certified Financial Planner certification(s). Bachelor's degree in Science of Finance from University of Maryland, College Park.

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# 5171313
FirmCRD# 297858
Series 65

Compensation/Fee Fee Only, Based on Assets


Office Location 6903 Rockledge Dr,
Suite 1200,
Bethesda,
MD 
20817
Phone Number (301) 2144190

It's Justin's goal to build meaningful relationships on a foundation of trust and transparency. He believes in establishing clear and achievable financial targets for his clients. This process includes developing personalized strategies that help navigate risks and identify opportunities. Having been in the financial services industry since 2005, Justin's well prepared to assist in all aspects of investment management, retirement planning and insurance. Justin was born and raised in the Cincinnati, Ohio area and went on to graduate from Bowling Green State University. He now lives in Bethesda, Maryland with his wife (Gabby), their two sons (Maxwell and William) and beloved bulldog (Porterhouse). Justin enjoys exercising, traveling, food and wine, almost all sports and spending time with his friends and family.

About Sandbox Financial Partners

As an independent Registered Investment Advisor, we place your interests above all else. We are stewards of your wealth and are held to a fiduciary standard by the Securities and Exchange Commission. We are required to act solely in your best interest. Our measure of success is working with you and your family to protect and grow your wealth and achieve the goals you set out to accomplish. Sandbox Financial Partners LLC is a registered investment advisor. Please visit our website https://www.sandboxfp.com for important disclosures.



Qualifications CRD# 5660826
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee Fee Based Only - No Commissions, Based on Assets


Office Location 1 Research Court Suite 450,
Rockville,
MD 
20850
Phone Number (301) 9631000

Joined Edelman Financial Engines in 2012. Began his career in the financial services industry in 2009. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning Counselor (CRPC® certification(s). Member of the Chesterfield Chamber of Commerce. He became a client of the firm in 2006 and that relationship resulted in him joining Financial Engines as a fiduciary advisor in 2012. Hometown is Richmond, VA, currently resides in Loudon County, VA. Married to Stacey and they have two daughters. Ken enjoys market history and research, traveling, range/target shooting, tennis. He also has a deep knowledge of real estate investing.

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# 4842397
FirmCRD# 104510
Series 7, 24, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 4000 Legato Road,
9th Floor,
Fairfax,
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# 4290958
FirmCRD# 104510
Series 7, 9, 10, 24, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 12510 Prosperity Drive,
Suite 350,
Silver Spring,
MD 
20904
Phone Number (301) 5639015

Joined Edelman Financial Engines in 2013. Began her career in the financial services industry in 2004. Earned the Chartered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Chemistry from Seton Hall 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# 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.



List of Additional Financial Advisors in or around Mclean, Virginia
Financial Advisor Office Location Phone Number
Bharat Mulchandani
Spire Investment Partners
7901 Jones Branch Dr, Suite 800,
McLean, VA  22102
(202) 321-2780
Brenda Blisk
Blisk Financial Group
7901 Jones Branch Dr, Suite 800,
McLean, VA  22102
(703) 748-5828
Chris Patterson
Patterson Wealth Management Group
7901 Jones Branch Dr, Suite 800,
McLean, VA  22102
(703) 748-5834
Lili Molina
Molina Wealth Management
7901 Jones Branch Dr, Suite 800,
McLean, VA  22102
(703) 748-5819
Linda English
Spire Investment Partners
7901 Jones Branch Dr, Suite 800,
McLean, VA  22102
(571) 830-6927
Mark McKaig
Centurion Wealth Management
7901 Jones Branch Dr, Suite 800,
McLean, VA  22102
(571) 765-1891
Peter Michaels
Axxios, LLC
7901 Jones Branch Dr, Suite 800,
McLean, VA  22102
(301) 651-0851
Scott Airey
Corbett Road
7901 Jones Branch Dr, Suite 800,
McLean, VA  22102
(703) 748-5831
Sterling Neblett
Centurion Wealth Management
7901 Jones Branch Dr, Suite 800,
McLean, VA  22102
(571) 765-1887
Wendy Payne
Centurion Wealth Management
7901 Jones Branch Dr, Suite 800,
McLean, VA  22102
(571) 765-1888
Brandon Mink
Mink Wealth Management
8381 Old Courthouse Rd, Suite 211,
Vienna, VA  22182
(703) 721-4900
Gary Korolev
Sovereign
8229 Boone Blvd, Suite 760,
Vienna, VA  22182
(703) 310-7255
Michael Jacobs
Cardinal Wealth Management
7625 Wisconsin Ave, 2nd Floor,
Bethesda, MD  20814
(240) 477-1599
Gian Deguzman
Edelman Financial Engines, LLC
8100 Boone Boulevard Suite 640,
Vienna, VA  22182
(703) 288-6988
Tom Walsh
Spire Investment Partners
1840 Michael Faraday Dr,
Reston, VA  20190
(703) 657-6061
Doug Bowers
Spire Investment Partners
1800 Diagonal Road,
Alexandria, VA  22314
(703) 748-5825
Glenn Ryhanych
BlueList Partners, LLC
300 Ellicott Street,
Occoquan, VA  22125
(571) 427-2903
William Price
William Price, CPA, CFP, MS
21800 Beallsville Rd,
Barnesville, MD  20838
(301) 428-8191

Information on Additional Financial Advisors in or around Mclean, Virginia

Bharat Mulchandani

Spire Investment Partners

Qualifications CRD# 5762122

Tel: (202) 3212780
7901 Jones Branch Dr, Suite 800,
McLean,
VA 
22102


Brenda Blisk

Blisk Financial Group

Qualifications CRD# 1470911

Tel: (703) 7485828
7901 Jones Branch Dr, Suite 800,
McLean,
VA 
22102


Chris Patterson

Patterson Wealth Management Group

Qualifications CRD# 5514494

Tel: (703) 7485834
7901 Jones Branch Dr, Suite 800,
McLean,
VA 
22102


Lili Molina

Molina Wealth Management

Qualifications CRD# 2533723

Tel: (703) 7485819
7901 Jones Branch Dr, Suite 800,
McLean,
VA 
22102


Linda English

Spire Investment Partners

Qualifications CRD# 1091107

Tel: (571) 8306927
7901 Jones Branch Dr, Suite 800,
McLean,
VA 
22102


Mark McKaig

Centurion Wealth Management

Qualifications CRD# 4149997

Tel: (571) 7651891
7901 Jones Branch Dr, Suite 800,
McLean,
VA 
22102


Peter Michaels

Axxios, LLC

Qualifications CRD# 4735727

Tel: (301) 6510851
7901 Jones Branch Dr, Suite 800,
McLean,
VA 
22102


Scott Airey

Corbett Road

Qualifications CRD# 3083616

Tel: (703) 7485831
7901 Jones Branch Dr, Suite 800,
McLean,
VA 
22102


Sterling Neblett

Centurion Wealth Management

Qualifications CRD# 4972455

Tel: (571) 7651887
7901 Jones Branch Dr, Suite 800,
McLean,
VA 
22102


Wendy Payne

Centurion Wealth Management

Qualifications CRD# 5083969

Tel: (571) 7651888
7901 Jones Branch Dr, Suite 800,
McLean,
VA 
22102


Brandon Mink

Mink Wealth Management

Qualifications CRD# 2599782

Tel: (703) 7214900
8381 Old Courthouse Rd, Suite 211,
Vienna,
VA 
22182


Gary Korolev

Sovereign

Qualifications CRD# 4806051

Tel: (703) 3107255
8229 Boone Blvd, Suite 760,
Vienna,
VA 
22182


Michael Jacobs

Cardinal Wealth Management

Qualifications CRD# 2393907

Tel: (240) 4771599
7625 Wisconsin Ave, 2nd Floor,
Bethesda,
MD 
20814


Gian Deguzman

Edelman Financial Engines, LLC

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

Tel: (703) 2886988
8100 Boone Boulevard Suite 640,
Vienna,
VA 
22182


Tom Walsh

Spire Investment Partners

Qualifications CRD# 1039314

Tel: (703) 6576061
1840 Michael Faraday Dr,
Reston,
VA 
20190


Doug Bowers

Spire Investment Partners

Qualifications CRD# 2433256

Tel: (703) 7485825
1800 Diagonal Road,
Alexandria,
VA 
22314


Glenn Ryhanych

BlueList Partners, LLC

Qualifications CRD# 1218052

Tel: (571) 4272903
300 Ellicott Street,
Occoquan,
VA 
22125


William Price

William Price, CPA, CFP, MS

Qualifications CRD# 1994415

Tel: (301) 4288191
21800 Beallsville Rd,
Barnesville,
MD 
20838


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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?