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Find Top Financial Advisors in Suffolk


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

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.

Financial Advisors in Suffolk, Virginia
Financial Advisor Office Location Phone Number
Peter Workman,
Lineage Wealth Management, Inc
500 East Main Street,
Norfolk, VA  23510
(757) 313-1394
Neal Richards,
Edelman Financial Engines, LLC
11815 Fountain Way,
Newport News, VA  23606
(757) 201-7444
Arthur Grizzle,
Martello Investments, LLC
201 E. City Hall Ave,
Norfolk, VA  23510
(757) 337-3599
Emily Robbins,
Virginia Asset Group
2901 S. Lynnhaven Rd,
Virginia Beach, VA  23452
(757) 747-2556
Scott Henderson,
Edelman Financial Engines, LLC
277 Bendix Rd,
Virginia Beach, VA  23452
(757) 201-7444
Clayton W. James, CFM,
Jamestowne Investments
263 McLaws Circle, Suite 101,
Williamsburg, VA  23185
(757) 941-5150

Information on Qualified Financial Advisors in Suffolk

Qualifications CRD# 2871190
Series 6, 26, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 500 East Main Street,
Suite 1110,
Norfolk,
VA 
23510
Phone Number (757) 3131394

About Lineage Wealth Management, Inc

Lineage Wealth Management Incorporated's mission is to offer you Freedom, Peace Of Mind and a Trustworthy Relationship. This type of relationship is built by creating a consistently comprehensive pro-active high touch process with you so you can invest your time on having fun and enjoying your life. Experience Wealth Management the way it should be. We invite you to explore The Lineage Experience.



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.



Qualifications CRD# 5685783
FirmCRD# 287730

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


Office Location 201 E. City Hall Ave,
Suite 700,
Norfolk,
VA 
23510
Phone Number (757) 3373599

Artie is responsible for Martello's investment activities including portfolio management, strategy development, and supervision of the firm's research efforts. Prior to founding Martello, Artie was an Analyst with Vantage Consulting Group. At Vantage, Artie created strategies for the firm's asset management projects including fundamental models and systematic trading programs. In this capacity, he developed and managed the Vantage Tactical Fixed Income strategy, an ETF-based allocation program. Artie was also an Analyst in Vantage's investment consulting practice, where he worked on the investment team servicing institutional client accounts. In this role, Artie was responsible for portfolio analysis, risk monitoring, strategy recommendations, and investment research. Artie holds an MBA from the Mason School of Business at the College of William and Mary and a BA from Rollins College in Winter Park, Florida. He earned his Chartered Financial Analyst designation in 2016 and is a member of both the CFA Institute and the CFA Society Virginia.

About Martello Investments, LLC

Martello Investments is an investment advisor based in Norfolk, Virginia. We are a fee-only advisor and a fiduciary with an honest mission: to build better investment portfolios for our clients. We offer private wealth management services to individuals, institutional investors, companies, and trusts. Our strategies combine low-cost exchange-traded funds with advanced technology and active management designed to intelligently manage investor capital. We understand that there is no "one size fits all" investment approach, and that every investor has unique goals. We also know that you want more than just portfolio management from your advisor and that your portfolio is more than just a collection of investments. An investment portfolio represents a lifetime of hard work, dreams for the future, and financial security. We strive to help clients reach their many goals. We value our personal relationships with investors, and strive to provide transparency, liquidity, competitive fees, and our constant availability and attention. Choosing a financial advisor doesn't have to be stressful. If you're interested in learning more about us, give us a call to set up a no-pressure, free consultation.



Qualifications CRD# 5578551
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 2901 S. Lynnhaven Rd,
Suite 230,
Virginia Beach,
VA 
23452
Phone Number (757) 7472556

About Virginia Asset Group

We are a community based financial services firm serving our friends and neighbors. Our goal is to become part of our client's lives - to help their children attend college, and assist them in creating a comfortable retirement. Our clients hear from us frequently. The client is knowledgable about how their investments are performing. As client needs change, we are there to reassess their financial goals. In a world where technology makes it possible to do more in less time, some companies seem to think that personal attention is now obsolete. Virginia Asset Group believes that you deserve dedicated, committed, and personal service from an investment firm right here in your neighborhood. With Virginia Asset Group, you now have access to the complete range of brokerage services and expert professional advice for pursuing your financial goals--all from people you know and trust. Whether you're looking forward to a comfortable retirement, putting your children through college, or building a vacation home, we'll help you pursue your hopes and dreams. And since we're located right here in your local area, why not stop by our office and talk with us about your investments? It might just be the most rewarding neighborly advice you've ever received. Securities offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC.



Qualifications CRD# 4264288
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 277 Bendix Rd,
Suite 150,
Virginia Beach,
VA 
23452
Phone Number (757) 2017444

Joined Edelman Financial Engines in 2005. Began his career in the financial services industry in 1994. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Virginia Wesleyan College. Served eight years in the U.S. Navy as an electronics technician, referees high school and Pop Warner football games, and coaches Little League baseball. Married to Christina. They have two children: Rachel and Jarret. Scott enjoys Ohio State and Cleveland Browns football.

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