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Find Top Financial Advisors in Virginia Beach, Virginia

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 Virginia Beach, Virginia

Last Updated - 24-May-2023

Virginia Beach has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 117 non-vetted advisors in your local area. These financial advisors in Virginia Beach , Virginia have an average of 10 years of experience.

NOTE: The list of vetted financial advisors in Virginia Beach , Virginia mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Virginia Beach, Virginia.

Qualified Financial Advisors in Virginia Beach, Virginia

Financial Advisor Experience AUM Minimum Assets Fee Structure
Emily Robbins
CRPS®
VIRGINIA ASSET GROUP
607 Lynnhaven Parkway,
Virginia Beach, VA 23452
17 Years Not Specified Not Specified Fee-Based
Nicholas Arcand
BLACKBRIDGE FINANCIAL
644 Independence Parkway,
Suite 300,
Chesapeake, VA 23320
4 Years Not Specified $100,000 Fee-Based

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Information on Qualified Financial Advisors in Virginia Beach, Virginia

Qualifications CRD# 5578551
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 607 Lynnhaven Parkway,
Virginia Beach,
VA
23452
Phone Number 757-747-2556

Emily received a Bachelor of Arts from James Madison University in 2002. She has been in the banking and finance industry for over 15 years. She received her Professional Financial Planner Certificate from Old Dominion University in 2007. Emily has also successfully completed the Private Wealth Sales School from the Cannon Financial Institute in 2008. She received her Charter Retirement Plans Specialist designation in 2016. Emily currently holds her Series 7 and 66 registrations as well as her personal insurance licenses for life, health, long term care and disability insurance. She began her financial career in the retail branches of local community banks. Emily was then elevated to the Trust department within a bank which allowed her to gain experience on the facets of proper estate, financial and retirement planning. She places an emphasis on working with individual investors, corporate clients and retirement plans. Emily enjoys helping clients achieve their financial goals and she provides the personal attention all clients deserve. Emily lives in Chesapeake with her husband, Michael and her children, William and Lily. Emily is also involved in a number of organizations outside the office. She currently serves on the Southeastern Virginia Community Foundation and Girls on the Run boards. She has been active with the Norfolk Court Appointed Special Advocates and the Cape Henry Collegiate School Alumni boards in previous years.

About Virginia Asset Group

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 knowledgeable 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.

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, Insurance Products & Annuities


Qualifications CRD# 6886990
Firm CRD# 6413
Series 7, 63, 65, 66

Compensation/Fee Fee-Based


Office Location 644 Independence Parkway,
Suite 300,
Chesapeake,
VA
23320
Phone Number 757-382-4136

Nicholas Arcand is a Wealth Manager for Blackbridge Financial. Committed to making a difference in the lives of his clients, Nick uses his skills to alleviate financial stress for others. He enjoys research and analyzes the most up-to-date data to determine optimal solutions for his clients. While attending West Virginia University, Nick began working in the financial industry with his father, Kyle. He joined him full time in financial services in 2017. Nick thrives in this fast-paced financial industry and values opportunities to help clients. He holds his FINRA license series 7 and series 66 as well as his Life, Health, and Annuities licenses. Intrigued at an early age by the financial industry, Nick began investing in the stock market when he was only twelve. Through his experiences with the market fluctuations, Nick learned early in his life how to temper impulses and maintain composure despite volatility. He is naturally motivated to serve people. His background, coupled with his education has prepared him to strengthen our client relationships. He enjoys building relationships with clients while developing strategies that seeks to help them accomplish their goals. Nick lives in Suffolk, Virginia with his dog, Teagan. He has many interests, including wood working, fishing, hunting and boating. *Series 7 held through LPL Financial. Series 66 held through Independent Advisor Alliance and LPL.

About Blackbridge Financial

Blackbridge Financial

We seek to help you, our clients, develop a holistic plan designed to connect you with your future. Blackbridge Financial was founded in 2008 by Robert Russo in Charlotte, NC. Since then, Blackbridge has grown to more than 35 advisors in 8 states. At Blackbridge, we make our clients the top priority by guiding them through financial decisions at every stage of their lives. From financial plans to estate plans, investment management to risk management, from benefits for individuals to small business owners, we do it all so you dont have to. We measure our success by how well you sleep at night.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
THE ASCENT GROUP, LLC
5029 Corporate Woods Drive, Suite 200, Virginia Beach, VA 23462
30 4817 $2,515,790,834
A percentage of AUM, Hourly charges, Fixed fees
VANTAGE CONSULTING GROUP INC
3500 Pacific Ave, Virginia Beach, VA 23451
20 18 $2,268,493,632
A percentage of AUM, Fixed fees, Performance Based, Other (AGREED UPON RATE FOR SPECIAL PROJECTS)
FINANCIAL SECURITY ADVISORY INC
575 Lynnhaven Parkway, Suite 310, Virginia Beach, VA 23452
29 5120 $1,206,674,000
A percentage of AUM, Hourly charges
COMPTON WEALTH ADVISORY GROUP, LLC
281 Independence Blvd, Suite 300, Virginia Beach, VA 23462
8 423 $578,249,406
A percentage of AUM, Hourly charges, Fixed fees
BEACON HARBOR WEALTH ADVISORS
440 Viking Drive, Suite 200, Virginia Beach, VA 23452
7 1045 $405,410,468
A percentage of AUM, Hourly charges, Fixed fees
SPECTRUM FINANCIAL INC
272 Bendix Road, Ste 600, Virginia Beach, VA 23452
6 257 $402,578,754
A percentage of AUM, Other (SERVICE FEE/SUB ADVISORY FEE)
HUNDREDFOLD ADVISORS, LLC
272 Bendix Road, Ste. 600, Virginia Beach, VA 23452
2 1 $278,500,000
A percentage of AUM
CPA INVESTMENT ADVISORS
5544 Greenwich Road, Suite 107, Virginia Beach, VA 23462
3 418 $278,412,136
A percentage of AUM
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
4460 Corporation Lane, Suite 180, Virginia Beach, VA 23462
4 306 $255,064,102
A percentage of AUM, Hourly charges, Fixed fees
MONACO CAPITAL MANAGEMENT, LLC
448 Viking Drive, Suite 230, Virginia Beach, VA 23452
5 1018 $204,847,400
A percentage of AUM, Hourly charges, Fixed fees
WEALTHTRAK ADVISORS
4536 Bonney Road, Virginia Beach, VA 23462
6 635 $135,684,240
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Virginia Beach, Virginia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    222 Central Park Ave Twn Ctr 18fl, Virginia Beach, VA  23462 757-493-2113
    222 Central Park Ave Twn Ctr 18fl, Virginia Beach, VA  23462 757-493-2130
    249 Central Park Ave, Ste 260, Virginia Beach, VA  23462 757-552-8405
    249 Central Park Ave, Ste 260, Virginia Beach, VA  23462 757-552-8416
    295 Bendix Rd, Ste 150, Virginia Beach, VA  23452 757-321-3420
    249 Central Park Ave, Ste 260, Virginia Beach, VA  23462 757-552-8451
    222 Central Park Ave Twn Ctr 18fl, Virginia Beach, VA  23462 757-493-2100
    500 Viking Dr, Ste 101, Virginia Beach, VA  23452 757-227-5020
    249 Central Park Ave, Ste 260, Virginia Beach, VA  23462 757-552-8417
    295 Bendix Rd, Ste 150, Virginia Beach, VA  23452 757-321-3420

      Frequently Asked Questions

      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?