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7 Top Rated
Financial Advisors in Virginia

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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Miles

Variplan, LLC
CFP®
Michael Miles, a financial fiduciary has been a Paladin Registry member since 2006. Michael is the owner of Variplan, LLC. Michael holds the Certified Financial Planner certifications and has over 23 years of experience. Michael provides financial services to clients in the Vienna, Virginia area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Bryan Beatty

EBW Financial Planning
AIF® CFP®
Bryan Beatty, a financial fiduciary has been a Paladin Registry member since 2006. Bryan is the partner in EBW Financial Planning. Bryan holds the Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 25 years of experience. Bryan provides financial services to clients in the Vienna, Virginia area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

A. R. (Rob) Hoxton IV

United Capital Financial Advisers, LLC
CFP® AIF® AAMS®
A. R. (Rob) Hoxton IV, a financial fiduciary has been a Paladin Registry member since 2005. A. R. (Rob) is the owner of United Capital Financial Advisers, LLC. A. R. (Rob) holds the Certified Financial Planner , Accredited Investment Fiduciary , Accredited Asset Management Specialist certifications and has over 27 years of experience. A. R. (Rob) provides financial services to clients in the Shepherdstown, West Virginia area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brent Brodeski

Savant Capital Management
CFA® CFP® CPA
Brent Brodeski, a financial fiduciary has been a Paladin Registry member since 2004. Brent is the owner of Savant Capital Management. Brent holds the Chartered Financial Analyst , Certified Financial Planner , Certified Public Accountant certifications and has over 30 years of experience. Brent provides financial services to clients in the Rockford, Illinois area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Peter Gore

Gore Capital Management
CFA® CFP® MBA
Peter Gore, a financial fiduciary has been a Paladin Registry member since 2015. Peter holds the Chartered Financial Analyst , Certified Financial Planner , Master Business Administration certifications and has over 21 years of experience. Peter provides financial services to clients in the Williamsburg, Virginia area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Thomas Marshall

Virginia Estate and Retirement Planning Advisors, Inc.
MBA
Thomas Marshall, a financial fiduciary has been a Paladin Registry member since 2019. Thomas is the owner of Virginia Estate and Retirement Planning Advisors, Inc.. Thomas holds the Master Business Administration certifications and has over 25 years of experience. Thomas provides financial services to clients in the GLEN ALLEN, Virginia area.

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