What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Richmond, VA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Richmond, VA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
John Clair
CFP®, NAPFA-Registered Financial Advisor
EVOadvisers
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Richmond, VA and Northern Neck serving clients locally and across the country
Dave O'Brien
MBA, CFP®
EVOadvisers
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner located in Richmond, VA and Northern Neck serving clients locally and across the country
Philip Wallin
CFP®, CPA, PFS
Valeo Financial Advisors, LLC
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Private Real Estate Investing, Tax Planning
PJ is a Fee-Only financial planner and fiduciary advisor focused on assisting clients in Richmond, VA and across the country with a focus on tax planning and access to direct private real estate investing for accredited investors.
Stephen Fletcher
CFP®, MBA
EVOadvisers
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Richmond, VA serving clients locally and across the country
Alexis Grason
CFP®, RICP®
Spark Financial Advisors
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning, Charitable Planning, Fee-Only 401(k) Plan Management
We help business owners and dual-career couples create and enjoy financial freedom. Fee-Only financial planner located in Richmond, VA, serving clients in Northern Virginia and across the country
Michelle Orellana
CFP®
Spark Financial Advisors
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning, Charitable Planning, Fee-Only 401(k) Plan Management
We help business owners and dual-career couples create and enjoy financial freedom. Fee-Only financial planner located in Richmond and Williamsburg, VA, serving clients locally and across the country
Lauren Zangardi Haynes
CFP®, CIMA®
Spark Financial Advisors
Richmond, VA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning, Charitable Planning, Fee-Only 401(k) Plan Management
Fee-only financial planning & investment management for business owners, high-income women, and dual-career couples locally in Richmond & Williamsburg, VA and virtually nationwide.
Mark Fonville
CFP®
Covenant Wealth Advisors
Richmond, VA
Specialties: Retirement income planning, Investment management, Tax planning, Social security timing and optimization, Roth conversion analysis, Charitable giving strategies
Mark is a FEE-ONLY financial planner and fiduciary advisor with offices in Richmond and Williamsburg, VA. He specializes in financial planning and investment management for individuals age 50 plus who are nearing retirement.
Jonathan Huss
CFP®
Hussmen Financial
Midlothian, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Analysis, College Education Planning, Tax Planning, Stock Options Analysis & Management, Tax Return Preparation
Financial Advisor and Tax Preparer serving the greater Richmond area. We provide fee-only, hourly planning with no asset minimums.
Christine A. Centeno
CFP®, MS
Simplicity Wealth Management
Glen Allen, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Planning around Concentrated Stock Positions, Employee Benefits Planning, Retirement Income Planning
Fee-Only, CERTIFIED FINANCIAL PLANNER™ in Richmond, VA, serving clients locally and across the country. My fiduciary responsibility is only to you, the client.
Matthew Jenkins
CFA®, CFP®
Noble Hill Planning LLC
Richmond, VA
Specialties: Flat Fee Investment Management, Low-cost Investment Portfolios, Comprehensive Financial Planning, Retirement Income Planning, Tax Optimization, Small Business 401(k) Consulting
Reasonable flat fee. Financial planning. Smart investment portfolios. Tax optimization. Located in Richmond, VA. Serving clients locally and across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
