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Top Rated Financial Advisors in Farifax, 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 Fairfax, 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 Fairfax, 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 Fairfax, 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.

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

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 a Certified Financial Planner certification. Michael has over 24 years of experience. Michael has over 21 Years years of experience with Variplan, LLC firm. Michael provides financial services to clients in the Ashburn, Virginia area.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

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 Accredited Investment Fiduciary , Certified Financial Planner certifications. Bryan has over 25 years of experience. Bryan provides financial services to clients in the Vienna, Virginia area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Connecticut
    • Delaware
    • District of Columbia
    • Florida
    • Georgia
    • Hawaii
    • Idaho
    • Illinois
    • Iowa
    • Kentucky
    • Maine
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Missouri
    • New Hampshire
    • New Mexico
    • New York
    • North Carolina
    • Oklahoma
    • Oregon
    • Pennsylvania
    • South Carolina
    • South Dakota
    • Tennessee
    • Texas
    • Utah
    • Virginia
    • Washington
    • West Virginia
  • Investment Products for Commission: Not Applicable

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Pershing

Rob Hoxton

Goldman Sachs Personal Financial Management
CFP® AIF®
Rob Hoxton, a financial fiduciary, has been a Paladin Registry member since 2005. Rob holds Certified Financial Planner , Accredited Investment Fiduciary certifications. Rob has over 29 years of experience. Rob provides financial services to clients in the Shepherdstown, West Virginia area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: State List
    • Maryland
    • Virginia
    • West Virginia

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Risk Management

    Name(s) of Custodian(s):

  • Fidelity Investments
  • Charles Schwab
  • SEI Private Trust

Brent Brodeski

Savant Wealth Management
CFA® CFP® CPA
Brent Brodeski, a financial fiduciary, has been a Paladin Registry member since 2004. Brent holds Chartered Financial Analyst , Certified Financial Planner , Certified Public Accountant certifications. Brent has over 30 years of experience. Brent provides financial services to clients in the Rockford, Illinois area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • Illinois
    • Indiana
    • Michigan
    • New Mexico
    • Virginia
    • Wisconsin

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Schwab
  • TD Ameritrade
  • Fidelity

John Zinaich

Zinaich Capital and Risk Management
CFP® ChFC® CLU® AIF®
John Zinaich, a financial fiduciary, has been a Paladin Registry member since 2014. John holds Certified Financial Planner , Chartered Financial Consultant , Chartered Life Underwriter , Accredited Investment Fiduciary certifications. John has over 29 years of experience. John provides financial services to clients in the Boonsboro, Maryland area.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • E*Trade
  • TD Ameritrade
  • Pershing, Inc.

Brian Kuhn

Planning Solutions Group, LLC
CFP® CLTC CLU®
Brian Kuhn, a financial fiduciary, has been a Paladin Registry member since 2014. Brian holds Certified Financial Planner , Certified in Long-Term Care , Chartered Life Underwriter certifications. Brian has over 17 years of experience. Brian provides financial services to clients in the Fulton, Maryland area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: State List
    • District of Columbia
    • Maryland
    • Virginia
  • Insurance Products for Commission: State List
    • District of Columbia
    • Maryland
    • Virginia

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Legal Advice and Services
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade

Ferguson-Johnson Wealth Management

Ferguson-Johnson Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2016. Ferguson-Johnson Wealth Management provides financial services to clients in the Rockville, Maryland area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity

Michael Feeley

Raymond James
AAMS®
Michael Feeley, a financial fiduciary, has been a Paladin Registry member since 2018. Michael holds a Accredited Asset Management Specialist certification. Michael has over 5 years of experience. Michael provides financial services to clients in the Washington, District of Columbia area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • District of Columbia
    • Maryland
  • Investment Products for Commission: State List
    • District of Columbia
    • Maryland
    • Virginia
  • Insurance Products for Commission: State List
    • District of Columbia
    • Maryland
    • Virginia

Additional Information:

Years of Experience:
5 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Raymond James

John Austin

Austin Wealth Management, LLC
AIF® CFP®
John Austin, a financial fiduciary, has been a Paladin Registry member since 2019. John holds Accredited Investment Fiduciary , Certified Financial Planner certifications. John has over 43 years of experience. John provides financial services to clients in the Brookeville, Maryland area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Delaware
    • District of Columbia
    • Florida
    • Louisiana
    • Maryland
    • New York
    • Ohio
    • Texas
    • Vermont
    • Virginia
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Delaware
    • District of Columbia
    • Florida
    • Louisiana
    • Maryland
    • New York
    • Ohio
    • Texas
    • Vermont
    • Virginia
  • Insurance Products for Commission: State List
    • Maryland
    • Virginia

Additional Information:

Years of Experience:
43 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • Pershing, LLC

Glenn Fischer

Fischer Wealth Advisors
CFP®
Glenn Fischer, a financial fiduciary, has been a Paladin Registry member since 2020. Glenn is the owner of Fischer Wealth Advisors. Glenn holds a Certified Financial Planner certification. Glenn has over 30 years of experience. Glenn provides financial services to clients in the Alexandria, Virginia area.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

Michael T Jobe

Glover Park Wealth Management, LLC
Michael T Jobe, a financial fiduciary, has been a Paladin Registry member since 2021. Michael is the owner of Glover Park Wealth Management, LLC. Michael has over 9 years of experience. Michael provides financial services to clients in the Washington, District of Columbia area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • District of Columbia
    • Maryland
    • Virginia
  • Insurance Products for Commission: State List
    • District of Columbia
    • Georgia
    • Maryland
    • Virginia

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Charles Schwab & Co., Inc.

Casey Craig

Highlander Financial Group
AIF®
Casey Craig, a financial fiduciary, has been a Paladin Registry member since 2021. Casey is the owner of Highlander Financial Group. Casey holds a Accredited Investment Fiduciary certification. Casey has over 20 years of experience. Casey provides financial services to clients in the Gaithersburg, Maryland area.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

    Asset Requirement: $100,000

    Financial Services Provided:

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

Denika Tokunaga

Maven Wealth Management
CFP® CRPC®
Denika Tokunaga, a financial fiduciary, has been a Paladin Registry member since 2021. Denika is the owner of Maven Wealth Management. Denika holds Certified Financial Planner , Chartered Retirement Planning Counselor certifications. Denika has over 14 years of experience. Denika provides financial services to clients in the Fulton, Maryland area.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • LPL Financial

Jessie Doll

Reframe Wealth
CFP®
Jessie Doll, a financial fiduciary, has been a Paladin Registry member since 2021. Jessie is the partner in Reframe Wealth. Jessie holds a Certified Financial Planner certification. Jessie provides financial services to clients in the Fairfax, Virginia area.

Additional Information:

    Fee Structure

  • Asset-Based Fee

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

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.