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Top Rated Financial Advisors in Virginia

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Virginia is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Virginia with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Virginia near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Brian Bowen

Integrity Financial Planning, Inc.
CCPS, CLU®, ChFC®
Brian Bowen, a financial fiduciary, provides financial services to clients in the Roanoke, Virginia area. Brian holds the CCPS, CLU®, ChFC® certifications.

Additional Information:

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Legal Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Bryan Beatty

Egan, Berger and Weiner, LLC
Accredited Investment Fiduciary® (AIF), CFP®
Bryan Beatty, a financial fiduciary, provides financial services to clients in the Vienna, Virginia area. Bryan holds the Accredited Investment Fiduciary® (AIF), CFP® certifications. Bryan has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250K and up

    Name(s) of Custodian(s):
    Pershing

Daniel R. Hill

Hill Wealth Strategies
CFP®, AIF®
Daniel R. Hill, a financial fiduciary, provides financial services to clients in the Richmond, Virginia area. Daniel holds the CFP®, AIF® certifications. Daniel has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Name(s) of Custodian(s):
    Charles Schwab

Emily Robbins

Virginia Asset Group
CRPS®
Emily Robbins, a financial fiduciary, provides financial services to clients in the Virginia Beach, Virginia area. Emily holds a CRPS® certification. Emily has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

G. Adair Tyler

Lpl
CLTC®, CRPC®
G. Adair Tyler, a financial fiduciary, provides financial services to clients in the Onley, Virginia area. G. holds the CLTC®, CRPC® certifications. G. has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: 25000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Money Management
  • Education Funding and Planning
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL

Glenn Fischer

Fischer Wealth Advisors (FWA)
MBA
Glenn Fischer, a financial fiduciary, provides financial services to clients in the Alexandria, Virginia area. Glenn holds a MBA certification. Glenn has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Based on Assets

    Asset Requirement: $100,000.00

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    TD Ameritrade and Millenium

Nicholas Arcand

Blackbridge Financial
Nicholas Arcand, a financial fiduciary, provides financial services to clients in the Chesapeake, Virginia area. Nicholas has over 4 years of experience.

Additional Information:

Years of Experience:
4 Years

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

Roshan Loungani

Arete Wealth Management, LLC
CFP®, CRPC®
Roshan Loungani, a financial fiduciary, provides financial services to clients in the Vienna, Virginia area. Roshan holds the CFP®, CRPC® certifications. Roshan has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Planning for Individuals
  • View More
    • Investment Advice & Management

Ben Sadtler

Gore Capital Management
CFP®, CFA®
Ben Sadtler, a financial fiduciary, provides financial services to clients in the Williamsburg, Virginia area. Ben holds the CFP®, CFA® certifications. Ben has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • View More

Darren Colananni

Centurion Wealth Management
CFP®, CPWA®, CIMA®, ChFC®
Darren Colananni, a financial fiduciary, provides financial services to clients in the McLean, Virginia area. Darren holds the CFP®, CPWA®, CIMA®, ChFC® certifications. Darren has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • 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

    Name(s) of Custodian(s):
    Fidelity, Charles Schwab, TD Ameritrade (merging with Charles Schwab)

Jeffrey Lippman

Capitol Financial Consultants, Inc.
CFP®, ChFC®
Jeffrey Lippman, a financial fiduciary, provides financial services to clients in the McLean, Virginia area. Jeffrey holds the CFP®, ChFC® certifications. Jeffrey has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    TD Ameritrade

Michael Miles

Variplan, LLC
CFP®
Michael Miles, a financial fiduciary, provides financial services to clients in the Sterling, Virginia area. Michael holds a CFP® certification. Michael has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management

    Name(s) of Custodian(s):
    TD Ameritrade Institutional

BASIC INFORMATION NEEDED FOR THE INQUIRY

Top vetted financial advisors in Virginia by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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