wiseradvisor

Find Top Financial Advisors in Winchester, 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 Winchester, Virginia
Last Updated - 08-Aug-2022

Winchester has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 23 non-vetted advisors in your local area. These financial advisors in Winchester, Virginia have an average of 10 years of experience.

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

Qualified Financial Advisors in Winchester, Virginia
Financial Advisor Experience AUM Minimum Assets Fee Structure
Frank Barkanic
CFP®
EDELMAN FINANCIAL ENGINES, LLC
19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147
5 Not Specified Not Specified Fee-Based
Christy Martinich
CFP®
EDELMAN FINANCIAL ENGINES, LLC
4000 Legato Road, 9th Floor,
Fairfax, VA 22033
16 Not Specified Not Specified Fee-Based
Michael T. Jobe
GLOVER PARK WEALTH MANAGEMENT, LLC
4100 W Street N.W. 213,
Washington, DC 20007
10 $35,000,000 100,000 Fee-Based

Information on Qualified Financial Advisors in Winchester

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# 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# 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


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

Firm Name AUM No. of Clients Fee Structure
Buttonwood Wealth
27 West Boscawen Street,
Winchester, VA 22601
$239,904,863 680 A percentage of AUM
Hourly charges
Other (THIRD PARTY REFERRAL FEES)
Water Street Financial Llc
40 W. Piccadilly Street,
Winchester, VA 22601
$209,032,898 509 A percentage of AUM
Fixed fees
Yhb Wealth Advisors, Llc
50 South Cameron Street,
Winchester, VA 22601
$102,626,884 231 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Winchester, Virginia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Sharayah Reed
    Inquire with Sharayah
    440 W Jubal Early Dr, Ste 260, Winchester, VA  22601 703-556-8156
    Susan Kagey
    Inquire with Susan
    100 Creekside Ln, Winchester, VA  22602 540-667-8626
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    440 W Jubal Early Dr, Ste 260, Winchester, VA  22601 540-723-2460
    Charles McFadden Ellison
    Inquire with Charles
    440 W Jubal Early Dr, Ste 260, Winchester, VA  22601 540-723-2464
    Doug Stallard
    Inquire with Doug
    440 W Jubal Early Dr, Ste 260, Winchester, VA  22601 540-723-2465
    Charles Gregory Ellison
    Inquire with Charles
    440 W Jubal Early Dr, Ste 260, Winchester, VA  22601 540-723-2462
    John Sichenze
    Inquire with John
    440 W Jubal Early Dr, Ste 260, Winchester, VA  22601 540-723-2461
    Mary Ervin
    Inquire with Mary
    440 W Jubal Early Dr, Ste 260, Winchester, VA  22601 540-723-2473
    Jennifer Susan Shea-Roop - Morgan Stanley
    Inquire with Jennifer
    440 W Jubal Early Dr, Ste 260, Winchester, VA  22601 540-723-2466
    The Old Town Winchester Group
    Inquire with Old
    440 W Jubal Early Dr, Ste 260, Winchester, VA  22601 540-723-2460
      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!

      join-wiseradvisor-

      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?