Find Top Financial Advisors in Portsmouth, Virginia

Advisor Match Advisor Match

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 Portsmouth, Virginia
Last Updated - 11-Aug-2022

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
4536 Bonney Rd,
Virginia Beach, VA 23462
Not Disclosed Not Specified $500000 Fee-Based
Emily Robbins
CRPS®, Professional in Financial Planning
607 Lynnhaven Parkway,
Virginia Beach, VA 23452
17 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Portsmouth

Qualifications CRD# 2022462
Firm CRD# 160057
Series 65

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

Office Location 4536 Bonney Rd,
Virginia Beach,
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.

About WealthTrak Advisors

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,
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

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

List of Additional Advisors in Portsmouth, Virginia*

* 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
    Talk to an advisor
    • Find pre-screened advisors
    • Review matched profiles
    • Receive free initial consultation

    Are You A Financial Advisor
    in Virginia?

    Grow your AUM with pre-qualified leads!


    Customer Reviews

    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?