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Find Top Financial Advisors in Virginia Beach, 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 Virginia Beach, Virginia
Last Updated - 10-Aug-2022

Virginia Beach has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 113 non-vetted advisors in your local area. These financial advisors in Virginia Beach, Virginia have an average of 17 years of experience.

NOTE: The list of financial advisors in Virginia Beach, 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 Virginia Beach, Virginia.

Qualified Financial Advisors in Virginia Beach, Virginia
Financial Advisor Experience AUM Minimum Assets Fee Structure
Emily Robbins
CRPS®, Professional in Financial Planning
VIRGINIA ASSET GROUP
607 Lynnhaven Parkway,
Virginia Beach, VA 23452
17 Not Specified Not Specified Fee-Based
Tracy Whited
RFC®
WEALTHTRAK ADVISORS
4536 Bonney Rd,
Virginia Beach, VA 23462
Not Disclosed Not Specified $500000 Fee-Based

Information on Qualified Financial Advisors in Virginia Beach

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.

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


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.

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


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

Firm Name AUM No. of Clients Fee Structure
The Ascent Group, Llc
5029 Corporate Woods Drive , Suite 200,
Virginia Beach, VA 23462
$2,515,790,834 4817 A percentage of AUM
Fixed fees
Vantage Consulting Group Inc
3500 Pacific Ave,
Virginia Beach, VA 23451
$2,268,493,632 18 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
$1,206,674,000 5120 A percentage of AUM
Compton Wealth Advisory Group, Llc
281 Independence Blvd , Suite 300,
Virginia Beach, VA 23462
$578,249,406 423 A percentage of AUM
Hourly charges
Fixed fees
Beacon Harbor Wealth Advisors
440 Viking Drive, Suite 200,
Virginia Beach, VA 23452
$405,410,468 1045 A percentage of AUM
Fixed fees
Spectrum Financial Inc
272 Bendix Road, Ste 600,
Virginia Beach, VA 23452
$402,578,754 257 A percentage of AUM
Other (SERVICE FEE/SUB ADVISORY FEE)
Hundredfold Advisors, Llc
272 Bendix Road , Ste. 600,
Virginia Beach, VA 23452
$278,500,000 1 A percentage of AUM
Cpa Investment Advisors
5544 Greenwich Road , Suite 107,
Virginia Beach, VA 23462
$278,412,136 418 A percentage of AUM
Virginia Wealth Management Group, Inc.
4460 Corporation Lane , Suite 180,
Virginia Beach, VA 23462
$255,064,102 306 A percentage of AUM
Hourly charges
Fixed fees
Monaco Capital Management, Llc
448 Viking Drive , Suite 230,
Virginia Beach, VA 23452
$204,847,400 1018 A percentage of AUM
Fixed fees
Wealthtrak Advisors
4536 Bonney Road,
Virginia Beach, VA 23462
$135,684,240 635 A percentage of AUM
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
    Bob Ballard
    Inquire with Bob
    222 Central Park Ave Twn Ctr 18fl, Virginia Beach, VA  23462 757-493-2113
    Bruce A Weber
    Inquire with Bruce
    222 Central Park Ave Twn Ctr 18fl, Virginia Beach, VA  23462 757-493-2130
    Vicki Soyars
    Inquire with Vicki
    249 Central Park Ave, Ste 260, Virginia Beach, VA  23462 757-552-8405
    Dale S White
    Inquire with Dale
    249 Central Park Ave, Ste 260, Virginia Beach, VA  23462 757-552-8416
    Jim Ritter
    Inquire with Jim
    295 Bendix Rd, Ste 150, Virginia Beach, VA  23452 757-321-3420
    Richard White
    Inquire with Richard
    249 Central Park Ave, Ste 260, Virginia Beach, VA  23462 757-552-8451
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    222 Central Park Ave Twn Ctr 18fl, Virginia Beach, VA  23462 757-493-2100
    Mark Dorsey
    Inquire with Mark
    500 Viking Dr, Ste 101, Virginia Beach, VA  23452 757-227-5020
    Keith Berenguer
    Inquire with Keith
    249 Central Park Ave, Ste 260, Virginia Beach, VA  23462 757-552-8417
    J Christian Reese
    Inquire with J
    295 Bendix Rd, Ste 150, Virginia Beach, VA  23452 757-321-3420
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