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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.
Portsmouth
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
12
non-vetted advisors in your local area. These financial advisors in
Portsmouth, Virginia
have an average of
17
years of experience.
NOTE: The list of financial
advisors in
Portsmouth, 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
Portsmouth, Virginia.
| Qualified Financial Advisors in Portsmouth, Virginia | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Tracy Whited
RFC® WEALTHTRAK ADVISORS 4536 Bonney Rd, Virginia Beach, VA 23462 |
Not Disclosed | Not Specified | $500000 | Fee-Based |
| Emily Robbins
CRPS®, Professional in Financial Planning VIRGINIA ASSET GROUP 607 Lynnhaven Parkway, Virginia Beach, VA 23452 |
17 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 2022462
Firm CRD# 160057
Series 65
Compensation/Fee Fee-Based, Based on Assets, Hourly
Office Location
4536 Bonney Rd,
Virginia Beach,
VA
23462
Phone Number
757-523-1250
Tracy has been an advisor in the Hampton Roads area for the past thirty years, offering sophisticated wealth strategies. He is the co-founder of WealthTrak Capital Management, our Registered Investment Adviser (RIA) firm specializing in strategically designed, risk-managed investment programs. As CIO, he oversees the investment committee and guides investment policy for our firm. Tracy works with clients to ensure that their goals are addressed by taking the complexity of the planning process and making it accessible. He has earned the designation of Registered Financial Consultant (RFC) through the International Association of Registered Financial Consultants (IARFC) which is awarded to financial advisors who meet the high standards of education, experience, and integrity required of all its members. In addition, Tracy attended Old Dominion University, where he earned the Professional Financial Planner (PFP) designation. He is currently a Level III Candidate in the Chartered Market Technician (CMT) program. The CMT is a professional credential earned by those demonstrating extensive knowledge and aptitude in the field of technical analysis and trading, widely considered the gold standard in technical analysis globally. Tracy is an avid reader of investment theory and practice as well as an accomplished woodworker and golfer. He resides in Virginia Beach with his wife, Andrea, where he enjoys spending time with his adult sons, his grandson, Paxton, and two chocolate labs.
Anyone who has taken a thorough look at the major areas of his or her financial life, such as insurance, tax management, estate planning, and capital accumulation, needs to carefully plan in order to ensure that all of the pieces are designed to work together to help produce the most favorable results. As a Wealth Management Firm, we can help you work toward reaching those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations. WealthTrak Advisors provides comprehensive wealth management for a select group of individuals in the Hampton Roads area. We work exclusively with retirees and pre-retirees who have investable assets of greater than $250,000 and know that there is more to life than money. We specialize in distribution planning, which requires a combination of art and science to help maximize retirement income while minimizing overall risk. Our comprehensive approach, encompassing the "four pillars" of wealth management, provides a customized financial strategy for our clients, allowing them to enjoy their retirement years without the worry of financial planning. For over 20 years, the advisors at WealthTrak have created a community of exceptional clients with strong values and a passion for the important things in life.
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, Insurance Products & Annuities
Qualifications
CRD# 5578551
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee
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.
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
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Becky Zambas Inquire with Becky |
5716 High Street, Portsmouth, VA 23703 | 757-638-7500 |
| Kelly McCann Inquire with Kelly |
200 High Street, Suite 100, Portsmouth, VA 23704 | 757-391-3500 |
| Steve Frazier Inquire with Steve |
1 Old Oyster Point Road, Suite 312, Portsmouth, VA 23602 | 757-249-5481 |
| Laura Lewin Inquire with Laura |
6201 Portsmouth Blvd., Portsmouth, VA 23701 | 757-405-5401 |
| Paul Going Inquire with Paul |
200 High Street, Portsmouth, VA 23704 | 757-391-3515 |
| Brad Hunter Inquire with Brad |
200 High Street, Portsmouth, VA 23704 | 757-391-3508 |
| Robin Cooke Inquire with Robin |
200 High Street, Portsmouth, VA 23704 | 757-391-3514 |
| Phil Smith Inquire with Phil |
200 High Street, Portsmouth, VA 23704 | 757-391-3528 |
| Edward Jones Inquire with Edward |
3300 Tyre Neck Rd, Suite L, Portsmouth, VA 23703 | 757-483-3204 |
| Edward Jones Inquire with Edward |
1040 University Blvd, Ste 303, Portsmouth, VA 23703 | 757-392-1700 |
Grow your AUM with pre-qualified leads!
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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.
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