WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Newport News, 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.
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 andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions ofdollars and providing financial freedom and security for familiesand individuals like you.
|Qualified Financial Advisors in Newport News, Virginia|
|Financial Advisor||Office Location||Phone Number|
Financial Designs Of Virginia
5041 Corporate Woods Dr. Ste 240,
Virginia Beach, VA 23462
Edelman Financial Engines, LLC
200 Westgate Pkwy,
Henrico, VA 23233
Series 7, 24
Fee-Based, Based on Assets, Commissions
5041 Corporate Woods Dr. Ste 240,
VA 23462 Phone Number 757-473-9022
In 1977 I began my investment career and 5 years later, in 1982, my dad and I formed our firm. Our desire in establishing our firm was to offer clients a private firm that would be able to provide independent, objective financial advice, opposed to the large financial firms that were focusing more on the sale of financial products than providing financial advice. Today, almost 40 years later, we are more convinced than ever of the importance for clients to establish a long-term relationship with a trusted financial advisor who is in the position to be able to offer independent, objective advice that is focused on meeting their personal financial needs, goals and concerns. To better assist our clients in meeting their financial needs, I entered the College for Financial Planning study program, and in 1987 I successfully completed their Certified Financial Planner program, and was awarded the CFP designation.
Our firm has been serving clients through financial planning and investment management for over 40 years. We take pride in building long-term relationships with our clients, that have often led to us having the opportunity to advise their children and even grandchildren. We understand that there is more to life than money, but financial security provides the opportunity and freedom to be able to pursue the things that are of importance to you. Our desire is to be able to play a part in helping our clients pursue those things that give purpose and meaning to their lives. Our Planning Services include: Financial Planning Investment and Portfolio Management Retirement Planning Estate Planning Gifting and Charitable Planning
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
200 Westgate Pkwy,
VA 23233 Phone Number 804-523-4555
Since 1999, I've been dedicated to helping my hard-working clients determine the main financial goals they hope to achieve in life and create the roadmap they need to help them get there. Outside of work, I have two main interests that are completed unrelated - playing chess and being a wrestling coach. Go figure.
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.
* Additional advisor listing is provided in partnership with Yext
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?