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Find Top Financial Advisors in Virginia Beach


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

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 Virginia Beach, Virginia
Financial Advisor Office Location Phone Number
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
Joe Sallee, CFP®
Bay Capital Advisors, LLC
One Columbus Center,
Virginia Beach, VA  23462
(757) 816-0967
Neal Richards
Edelman Financial Engines, LLC
11815 Fountain Way,
Newport News, VA  23606
(757) 201-7444
Clayton W. James, AAMS®, CFM
Jamestowne Investments,LLC.
263 McLaws Circle,
Williamsburg, VA  23185
(757) 941-5150

Information on Qualified Financial Advisors in Virginia Beach

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# 6442543
FirmCRD# 140796
Series 66

Compensation/Fee I am a fee-only financial professional, Based on Assets, Hourly


Office Location One Columbus Center,
Suite 600,
Virginia Beach,
VA 
23462
Phone Number (757) 8160967

Joe combines his military and financial/investing experience to meet his clients unique needs. He is committed to upholding a high level of ethics and providing unbiased advice. Before joining Bay Capital, he founded and served as CEO of Patriot Strategic Investments, LLC, where he served military families and government employees with their retirement planning and investment needs. His Navy career took him around the world, where he was exposed to many of the different cultures that affect our global economy. His unique experiences, and diverse background enable him to bring a fresh perspective when advising his clients and managing their investment portfolios. Joe is a graduate of the University of Oklahoma, where he earned his Bachelors in Physics, and gained a love of college football. He has a Masters of Science in Management from North Carolina State University, as well as a Masters of Science in National Security Strategy from the National War College. He has been designated a CERTIFIED FINANCIAL PLANNER" professional by the College of Financial Planning. He and his wife Martine have four great kids and enjoy living in Virginia Beach, VA.

About Bay Capital Advisors, LLC

We are a fiduciary fee only Registered Investment Advisory (RIA) firm. We assist clients achieve their investment and financial planning goals, and always have their best interest in mind when recommending and making investment decisions. Our clients have chosen to work with us for a number of very important reasons. They want a financial advisor who: puts their interest first; understands their specific financial situation; offers straightforward advice that reflects their long-term goals; recommends investment solutions that best fit their unique needs; and uses a fee-based structure that encourages unbiased advice. We serve clients in Virginia Beach and throughout Southeast Virginia and Northeast North Carolina.



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# 4565333
FirmCRD# 10740
Series 7, 31, 63 SIE


Office Location 263 McLaws Circle,
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,LLC.

Jamestowne Investments, LLC is a family run firm that focuses on your goals with a service- oriented model for first rate attention and guidance. With access to multiple investment product platforms and 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 and an Accredited Asset Management Specialist since 2003. Our Team takes great pride in helping individual investors, families, trusts, small businesses and corporations successfully achieve their financial goals. We have partnered with two of the industry's best and most well respected organizations - Prospera Financial, LLC. and First Clearing, LLC. Through these partnerships we are able to offer a wide range of financial products and services to investors of all sizes 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,Bonds,ETF's,Mutual Funds & Options Institutional Execution Registered Investment Advisory Alternative Investments Planning: Retirement Educational Financial / Income Estate Risk Management: Life Insurance Annuities/Variable Annuities Long-term Care Insurance



List of Additional Financial Advisors in or around Virginia Beach, Virginia
Spectrum Financial Inc Virginia Beach, VA
Lineage Wealth Management, Inc Norfolk, VA
Martello Investments, LLC Norfolk, VA