WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Richmond, 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 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 Richmond, Virginia | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Daniel R. Hill CERTIFIED FINANCIAL PLANNER" Certificant, AIF®, CFP® D. R. Hill Wealth Strategies, LLC |
10800 Midlothian Turnpike, Richmond, VA 23235 |
804-897-3919 |
| Matthew Preddy CRPC®, CRPC® Edelman Financial Engines, LLC |
200 Westgate Pkwy, Henrico, VA 23233 |
804-391-4907 |
| Stuart F. Pierson Jr. MST, Masters Degree in Tax Piedmont Capital Asset Management LLC |
., Charlottesville, VA 22902 |
800-369-7210 |
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
804-897-3919
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.
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.
Qualifications
CRD# 4827370
FirmCRD# 104510
Series 66
Compensation/Fee
Fee-Based
Office Location
200 Westgate Pkwy,
Suite 202,
Henrico,
VA 23233
Phone Number
804-391-4907
I'm passionate about working with my clients to help them plan for and achieve their long-term financial goals and dreams. When I'm not working on behalf of my clients, I can be found spending time with my family, usually on the water in the summer and on the mountain in the winter.
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# 4624082
FirmCRD# 143153
Series 65
Compensation/Fee
Fee Only
Office Location
.,
Charlottesville,
VA 22902
Phone Number
800-369-7210
FIDUCIARY FINANCIAL ADVICE Thank you for considering my firm to guide you on your path to Complete Financial Wellness! My Clients, spread throughout the United States, value integrity, professionalism, kindness, experience, knowledge, depth, simplicity, technical savvy, accessibility, and most importantly: Piedmont Capital Asset Management LLC is a FULL FIDUCIARY! The CLIENT ALWAYS COMES FIRST. With over two decades in the Wealth Management industry as well as a Masters Degree in Taxation; I have passionately pursued a career in finance, including working for some of the largest financial institutions in the world. My firm, Piedmont Capital Asset Management LLC, is a Fee-Only, Independent, Registered Investment Advisory (RIA) firm founded in 2006 on the principle that Financial Advice must be customized and centered around the Client - NOT products! Piedmont Capital is strictly a Fee-Only Wealth Management firm. Our annual fee, charged quarterly in arrears as a percentage of your managed portfolio, includes Comprehensive Financial Planning, Performance Reporting, Risk Tolerance Assessment, and more. If you are seeking a long-term relationship with an Advisor that you can trust, I encourage you to contact me. Much more information may be found at: www.MYPIEDMONTCAPITAL.com
Founded in 2006 by Stuart F. Pierson, Jr., Piedmont Capital Asset Management LLC is a FULL FIDUCIARY, Fee-Only Registered Investment Advisor. Piedmont Capital offers personalized investment advisory services to individuals, families, pension and profit sharing plans, trusts, estates, corporations, and other business entities. At Piedmont Capital, we carefully employ a disciplined approach to investing for our clients' benefit. We take the time, and we put in the effort to truly understand our clients' needs, goals, and dreams. We do not merely consider risk tolerance. Instead, we employ a holistic approach to financial management that includes client education, financial planning, and a diligent process resulting in a coordinated and clearly understood program.
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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?
