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Find Top Financial Advisors in Roanoke, Virginia

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Roanoke, Virginia
Last Updated - 23-Nov-2022

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 of dollars and providing financial freedom and security for familiesand individuals like you.

Qualified Financial Advisors in Roanoke, Virginia
Financial Advisor Experience AUM Minimum Assets Fee Structure
Brian Bowen
CCPS, CLU®, ChFC®
INTEGRITY FINANCIAL PLANNING, INC.
1315 Second St. SW, Suite 102,
Roanoke, VA 24016
Not Disclosed Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Roanoke

Qualifications CRD# 4470298
Firm CRD# 164481
Series 65


Office Location 1315 Second St. SW, Suite 102,
Roanoke,
VA
24016
Phone Number 540-266-3100

Brian Bowen is registered as an Investment Advisor Representative and is the President of Integrity Financial Planning, Inc., a Registered Investment Advisor in the State of Virginia. He educates radio listeners on 'Retire with Integrity' on Saturday mornings at 10 a.m. on WFIR 960AM/107.3FM, has been featured on WSLS-TV's 'Wealth Wednesday', and contributes articles to CNNMoney, Money and Fortune. Brian's mission is to help his clients achieve their goals by providing them with objective, personal financial advice specific to their situation. The perspective and experience he gained in his early financial services career with Morgan Stanley Dean Witter, Conseco Finance, and Farm Bureau Financial Services led him to search for a better way to deliver unbiased, comprehensive planning that considers the interdependent mix of financial strategies, tax planning, estate planning, retirement planning, and risk management. Brian believes no financial decision should be made in a vacuum without considering all of these variables and their impact on each other. Brian lives in the Roanoke, VA area with his wife, Sheri, and their 6 children.

About Integrity Financial Planning, Inc.

Integrity Financial Planning, Inc., an Independent Registered Investment Advisor based in Roanoke, VA, helps clients protect their retirement assets and finds creative strategies to increase your income. Our fiduciary duty helps to ensure that we are working with our clients best interests at heart. As independent financial advisors, we have the ability to select from a wide range of products and services that may be appropriate for each client's situation. Our philosophy is to get to know you first. Then, together, we develop a plan to reach your stated financial goals. The plan drives the investment strategy and how we address your retirement needs. We place emphasis on helping preserve retirement assets and creating the income you need in retirement.

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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Roanoke, Virginia (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
DIXON, HUBARD, FEINOUR & BROWN, INC.
601 S Jefferson Street , Suite 410,
Roanoke, VA 24011-2414
$1,606,208,396 2460 A percentage of AUM
Fixed fees
TAYLOR FINANCIAL GROUP, INC.
3102 Brambleton Avenue., Sw,
Roanoke, VA 24018
$316,787,879 950 A percentage of AUM
Fixed fees
BEACON WEALTH CONSULTANTS, INC.
302 Washington Ave. Sw,
Roanoke, VA 24016-4312
$172,590,500 976 A percentage of AUM
Hourly charges
Fixed fees
HCO PRIVATE WEALTH
2008 Stephenson Ave , Sw,
Roanoke, VA 24014
$165,720,756 595 A percentage of AUM
Fixed fees
INVESTMENT MANAGEMENT CORPORATION
1940 Electric Rd,
Roanoke, VA 24018-1621
$131,578,150 542 A percentage of AUM

    List of Additional Advisors in Roanoke, Virginia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Albert Sganga
    Inquire with Albert
    2965 Colonnade Dr, Ste 320, Roanoke, VA  24018 540-989-8918
    Brooks Financial Group
    Inquire with Brooks
    1017 2nd St SW, Roanoke, VA  24016 540-981-0657
    Eddie Barnes
    Inquire with Eddie
    3140 Chaparral Dr SW, Bldg C, Roanoke, VA  24018 540-769-0052
    James Harlow
    Inquire with James
    3130 Chaparral Dr, Ste 204, Roanoke, VA  24018 540-769-0052
    Lee F Brooks
    Inquire with Lee
    1017 2nd St SW, Roanoke, VA  24016 540-981-0657
    The Myrias Group
    Inquire with Myrias
    3130 Chaparral Dr, Ste 204, Roanoke, VA  24018 540-769-0052
    Stewart Barnes
    Inquire with Stewart
    3130 Chaparral Dr, Ste 204, Roanoke, VA  24018 540-769-0052
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    10 So Jefferson St, Suite 1700, Roanoke, VA  24011 540-345-1555
    Matthew Ely
    Inquire with Matthew
    3130 Chaparral Dr, Ste 204, Roanoke, VA  24018 540-769-0052
    Sheryl Crawford
    Inquire with Sheryl
    3130 Chaparral Dr, Ste 204, Roanoke, VA  24018 540-769-0052
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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.

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      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?