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Find Top Financial Advisors in Centreville, 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 Centreville, Virginia
Last Updated - 12-Aug-2022

Centreville has 16 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 4 non-vetted advisors in your local area. These financial advisors in Centreville, Virginia have an average of 16 years of experience.

NOTE: The list of financial advisors in Centreville, Virginia mentioned below do 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 Centreville, Virginia.

Qualified Financial Advisors in Centreville, Virginia
Financial Advisor Experience AUM Minimum Assets Fee Structure
Christy Martinich
CFP®
EDELMAN FINANCIAL ENGINES, LLC
4000 Legato Road, 9th Floor,
Fairfax, VA 22033
16 Not Specified Not Specified Fee-Based
Jessie Doll
CFP®
REFRAME WEALTH
3251 Old Lee Highway Suite 502,
Fairfax, VA 22030
13 Not Specified $1,000,000 Fee-Only
Darren Colananni
CFP®, CPWA®, ChFC®, CIMA®
CENTURION WEALTH MANAGEMENT
7901 Jones Branch Drive,
Suite 800,
McLean, VA 22102
12 350,000,000 Not Specified Fee-Only
Gian Deguzman
ChFC®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
1750 Tysons Blvd.,
Suite 910,
Tysons Corner, VA 22102
12 Not Specified Not Specified Fee-Based
Frank Barkanic
CFP®
EDELMAN FINANCIAL ENGINES, LLC
19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147
5 Not Specified Not Specified Fee-Based
Jeffrey Lippman
CFP®, ChFC®
CAPITOL FINANCIAL CONSULTANTS, INC.
8180 Greensboro Drive, Suite 1150,
McLean, VA 22102
16 Not Specified $500,000 Fee-Based
Bryan Beatty
CFP®, Accredited Investment Fiduciary® (AIF)
EGAN, BERGER AND WEINER, LLC
1919 Gallows Rd, Suite 980,
Vienna, VA 22043
23 Not Specified $250K and up Fee-Based
Glenn Fischer
MBA
FISCHER WEALTH ADVISORS (FWA)
6076 Franconia RD,
B,
Alexandria, VA 22310
30 200000 $100,000.00 Fee-Based
Kevin Colleran
CFP®
EDELMAN FINANCIAL ENGINES, LLC
6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817
19 Not Specified Not Specified Fee-Based
Michael T. Jobe
GLOVER PARK WEALTH MANAGEMENT, LLC
4100 W Street N.W. 213,
Washington, DC 20007
10 $40,000,000 100,000 Fee-Based
Sean Connolly
CFP®, CIMA®
EDELMAN FINANCIAL ENGINES, LLC
1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314
9 Not Specified Not Specified Fee-Based
Tom Magyar
RFC®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904
33 Not Specified Not Specified Fee-Based
Doug Miller J.D.
CFP®, CLU®
NORTHWESTERN MUTUAL
6011 University Blvd Suite 370,
Ellicott City, MD 21043
21 $61,000,000.00 $500,000.00 Fee-Based
Seth Gusman
Accredited Asset Management Specialist (AAMS®)
EDELMAN FINANCIAL ENGINES, LLC
900 Bestgate Road, Suite 407,
Suite 250,
Annapolis, MD 21401
23 Not Specified Not Specified Fee-Based
SCM
SCARBOROUGH CAPITAL MANAGEMENT
1906 Towne Centre Blvd,
Annapolis, MD 21401
Not Disclosed 1,300,000,000 Not Specified Not Specified
Geoffrey Burroughs
Certified Divorce Financial Analyst(CDFA), CFP®, Financial Planning Specialist
HARBOR INVESTMENT ADVISORY
2330 W. Joppa Rd,
Lutherville, MD 21093
12 Not Specified 250000 Fee-Based

Information on Qualified Financial Advisors in Centreville

Qualifications CRD# 5103818
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 4000 Legato Road, 9th Floor,
Fairfax,
VA
22033
Phone Number 703-251-0149

I am passionate about building long-term relationships with my clients and helping them achieve their goals. I believe personalized service is essential to building, implementing and maintaining a successful financial plan. I am happily married to my husband John and we have two beautiful daughters. Away from the office, I enjoy live music, cooking, traveling, and most of all just sitting on our front porch with family and friends.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5969842
Firm CRD# 313386

Compensation/Fee Fee-Only, Based on Assets


Office Location 3251 Old Lee Highway Suite 502,
Fairfax,
VA
22030
Phone Number 571-895-2998

Jessie Doll is a founding member and a Certified Financial Planner at ReFrame Wealth. She began her work in financial planning in 2008 and believes that financial planning is where math and statistics come to life, and that together they hold the keys to unlocking a life well lived. Jessie is honored and humbled to walk alongside her clients through some of their most significant, scary, and complex life challenges and changes and to make a real, positive impact on individual lives through her work. She wants her clients to feel comfortable with their finances, in control of their future, and clearly focused on the possibilities of what they can do with their money. When Jessie is not working, she can be found on the side of the mountain with her two fearless children (who are better skiers than she is), hiking or biking with their dog, or enjoying a family movie night.

About ReFrame Wealth

ReFrame Wealth was born as a vision of a safe space where financial planners and clients could work together to solve money puzzles, realign resources and goals, and live a life that honors who they are on the inside. We make a commitment to deliver sound, approachable, and accessible financial advice and to help clients do more good in the world.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 5744258
Firm CRD# 113908
Series 7, 63, 65

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


Office Location 7901 Jones Branch Drive,
Suite 800,
McLean,
VA
22102
Phone Number 571-765-2301

Darren Louis Colananni is a Financial Advisor, CERTIFIED FINANCIAL PLANNER professional and holds the Chartered Financial Consultant® (ChFC®), the Certified Investment Management Analyst® (CIMA®), and the Certified Private Wealth Advisor® (CPWA®) certifications with Centurion Wealth Management focusing on asset allocation, relationship management, and aiming to provide world-class service for our clients. Darren has provided personalized investment strategies, asset allocation rebalancing, and investment plan implementation for high net-worth families and closely-held businesses. Darren is responsible for clearly understanding his client's financial goals and fostering client relationships by developing investment strategies designed for wealth preservation and capital appreciation. In addition to developing his client's wealth planning strategies, Darren also creates customized financial strategies to help clients reach their desired retirement lifestyle. Darren has a double B.A from Washington College in Business Management and Economics. Originally from Netcong, NJ, Darren currently resides in Ashburn, VA where he sits on the Leadship Committee for Chance For Life, is an active member of JDRF (Juvenile Diabetes Research Foundation), and the 1782 Society at his alma mater, Washington College. In his spare time, Darren enjoys spending time with his family, exercising, travelling, and reading.

About Centurion Wealth Management

There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data. Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success. They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one. Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5298082
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1750 Tysons Blvd.,
Suite 910,
Tysons Corner,
VA
22102
Phone Number 703-718-5103

As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with family and staying active outdoors.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 6339074
Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 19775 Belmont Executive Plaza,
Suite 530,
Ashburn,
VA
20147
Phone Number 703-251-0156

From growing up in Gaithersburg, MD, to graduating from Virginia Tech, to living in Arlington, VA, I have spent my whole life in the Washington, D.C., area. I'm from a family of numbers, with both my parents and oldest brother being accountants, and I have been in the financial planning industry since 2014.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5124838
Firm CRD# 109800

Compensation/Fee Fee-Based


Office Location 8180 Greensboro Drive, Suite 1150,
McLean,
VA
22102
Phone Number 703-821-2000

About Capitol Financial Consultants, Inc.

Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives. We offer comprehensive advice and services that include: Personal Financial Planning Investment and Wealth Management Tax Planning and Preparation Risk Management Retirement Planning Education Funding Estate Planning Business Planning and Services

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, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2207998
Series 6, 7, 26, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 1919 Gallows Rd, Suite 980,
Vienna,
VA
22043
Phone Number 703-506-0843

Bryan D. Beatty, CFP®, AIF® Financial Planner / Partner of Egan, Berger & Weiner LLC 23 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning. Graduate of University of Maryland with a BS in Finance; former president of the Finance, Banking and Investment Society. CERTIFIED FINANCIAL PLANNER Practitioner Active member of the Financial Planning Association, Executive Board Member, Treasurer An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER which it awards to individuals who successfully complete the CFP® boards initial and ongoing certification requirements.

About Egan, Berger and Weiner, LLC

Associates of Egan, Berger & Weiner, LLC focuses on financial planning and coaching. We guide our clients to their dreams by skillfully navigating them through the myriad of life's financial decisions. We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.


Qualifications CRD# 1852876
Firm CRD# 281113
Series 63

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


Office Location 6076 Franconia RD,
B,
Alexandria,
VA
22310
Phone Number 703-674-9038

Glenn Fischer is a graduate of the UC Berkeley Biochemistry program and the University of Texas MBA program in Finance. He has been working in financial services since 1987.


Click here to Connect With Glenn

About Fischer Wealth Advisors (FWA)

We are a small boutique firm designed to solve problems. We make your life easier. To schedule an appointment click here: calendly.com/glenn-25

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 3195675
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 6550 Rock Spring Drive,
Suite 510,
Bethesda,
MD
20817
Phone Number 301-547-3169

Being a financial planner for over 20 years has given me the opportunity to help many people plan and reach their financial goals. Everybody has a dream for their future and I feel privileged to help my clients fulfill theirs. In my spare time, I enjoy hanging out with my kids, playing a little golf and following University of Maryland athletics.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5179276
Firm CRD# 309793
Series 66

Compensation/Fee Fee-Based


Office Location 4100 W Street N.W. 213,
Washington,
DC
20007
Phone Number 202-926-3636

Michael T. Jobe founded Glover Park Wealth Management, LLC with the goal of bringing independent and objective wealth management advice to our clients. In 2012 Michael joined the wealth management division of UBS and was promoted in 2018 to Account Vice President. Michael earned his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park, MD. Currently, Michael lives in Glover Park, Washington, DC. He enjoys spending time with his family, working out and playing golf. Michael is passionate about working with clients to build, grow and protect their wealth.

About Glover Park Wealth Management, LLC

Glover Park Wealth Management, LLC was founded to build, grow and protect the assets of our clients. We provide wealth management and asset management services for individuals and institutions. We are a registered investment advisory firm located in Glover Park, Washington, D.C.

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5743288
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1800 Diagonal Road,
Suite 480,
Alexandria,
VA
22314
Phone Number 703-677-9729

As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with family and staying active outdoors.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 1776325
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 12510 Prosperity Drive,
Suite 350,
Silver Spring,
MD
20904
Phone Number 301-563-9015

I'm passionate about working with my clients and their families to help them achieve their financial and personal goals. In my free time, I enjoy spending time with my family and friends and pursuing outdoor activities including cycling, hiking, and skiing.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66

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


Office Location 6011 University Blvd Suite 370,
Ellicott City,
MD
21043
Phone Number 443-956-1216

Doug Miller has worked in the financial services industry since January 3rd of 2000. From 1993-1999 he practiced Estate Planning and Business law. While in law school he worked at the SEC in the enforcement division. He is married and has 3 daughters. Two are currently at the University of Maryland and one is a graduate from Maryland and heading to PA school. He enjoys spending time with his family and participating in Ironman competitions.

About Northwestern Mutual

In our view, there is only one financial risk: not having the money to do the things you want to do. Our job is to make sure that you can. We build lasting relationships with our clients by gaining a true understanding of what is important to them. Our comprehensive planning and disciplined approach provides integrated solutions to make sure that our clients can successfully achieve their visions.

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2977429
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 900 Bestgate Road, Suite 407,
Suite 250,
Annapolis,
MD
21401
Phone Number 410-505-8466

I'm a veteran of the United States Coast Guard. Since completing my military service, I have spent my career focused on helping as many people as possible to plan their financial lives and retire with dignity.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications Firm CRD# 169517


Office Location 1906 Towne Centre Blvd,
Annapolis,
MD
21401
Phone Number 410-573-5700

About Scarborough Capital Management

Scarborough Capital Management was founded on the belief that everyone deserves access to high quality financial advice.


In the late 1980’s, many financial firms were focused on serving the wealthy. Scarborough set out to provide something different. We wanted to offer a service that was practical for everyone, not just a small percentage of the population. So we introduced 401(k), 403(b) and Thrift Savings Plan management services to American workers in the heartland.

Soon after, we broadened our scope to offer comprehensive financial planning, so we could help clients simplify their entire financial lives.


Our evolution didn’t stop there. Several years later, we saw that our clients were busy and often didn’t have time to drive to our offices for meetings. So we were one of the first firms to offer “virtual” advisory services. This allowed us to begin serving people from coast to coast.


Fast forward to the present day…while we’ve expanded, we’ve remained a close-knit team of professional advisors with a lot of shared history. Everyone on our team shares a passion for providing practical advice so you have the best chance of reaching your goals.


Most importantly, we have adhered to our founding beliefs:

 

  • Financial advice must be practical. We act more like a financial coach instead of old-fashioned “stock broker”. There’s nothing we love more than helping you map out all of your financial goals….then helping you work toward them one by one!
  • Getting advice must be convenient. You’re busy, so we interact with you whichever way you prefer: in person, or by email, phone and online conference.

 

Thirty years later, we now oversee more than $1 billion in assets. We’re incredibly honored to serve as a trusted partner for so many individuals and families.


Qualifications CRD# 5379858
Series 7, 31, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 2330 W. Joppa Rd,
Lutherville,
MD
21093
Phone Number 410-659-8905

About Harbor Investment Advisory

I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives. I concentrate on doing three things for my clients and ask one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement - Build a legacy for the ones they love and the things they care about. What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.


List of Additional Advisors in Centreville, Virginia*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Jonathan Godfrey
Inquire with Jonathan
14379 Summer Tree Rd, Ste B, Centreville, VA  20121 703-298-0295
Michael J Germano
Inquire with Michael
5870 Trinity Pkwy, Ste 100, Centreville, VA  20120 703-560-5600
Edward Jones
Inquire with Edward
6101 Redwood Square Center, Suite 118, Centreville, VA  20121 703-815-8260
Zain Khan
Inquire with Zain
6200 Multiplex Drive, Centreville, VA  20121 571-639-7497
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    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?