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 Virginia 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".
Select a city to refine your search:
- Alexandria, VA
- Arlington, VA
- Ashburn, VA
- Charlottesville, VA
- Chesapeake, VA
- Fairfax, VA
- Falls Church, VA
- Forest, VA
- Fredericksburg, VA
- Gainesville, VA
- Glen Allen, VA
- Hampton, VA
- Haymarket, VA
- Herndon, VA
- Lansdowne, VA
- Leesburg, VA
- Lynchburg, VA
- Manassas, VA
Every Virginia Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Eric Hiatt
CFP®
Oak Hill Wealth Advisors
Lansdowne, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lansdowne, VA, 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
Bob Pugh
CFP®, CFA®
Evermay Wealth Management
Gainesville, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax and Estate Planning, Insurance and Risk Management, Retirement Income Planning
Fee-Only financial planner located in Arlington, VA, serving clients locally and across the country
Matthew Cohen
CFP®, CIMA®
West Financial Services, Inc.
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country
Michael Sigmon
CFP®, AIF®
Summit Financial Partners
Glen Allen, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Enter a new Specialty here
Fee-Only financial planner located in Richmond, VA, serving clients locally and across the country
Brian Mackin
CFP®
West Financial Services, Inc.
McLean, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Executive and Business Consulting
Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country
Patrick McNamara
CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
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
Eric Dunner
J.D., CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Executive Equity Packages, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Heather Tweedlie
CFP®, CES™
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
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.
Jim David
CPA/PFS
David Wealth Management LLC
Fairfax, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning, Estate Planning, Insurance Planning
Fee-Only financial planner located in Fairfax, VA, serving clients locally and across the country
Tom Massie
CFP®
Massie Financial Planning
Alexandria, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, College Education Planning
Fee-Only financial planner located in Alexandria, VA, serving clients locally and across the country
Melanie Brophy
CFP®, EA
Next Play Financial Solutions, LLC
Ashburn, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning, Retirement Income Planning
Next Play Financial is a fee-only financial services firm. We’ve signed a fiduciary oath to act in the best interest of our clients. We eliminate conflicts of interest by not selling financial products of any kind. Our pricing is transparent and we are upfront about our fees.
Laura Nash
CFP®
West Financial Services
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in McLean, VA, serving clients locally and across the country
Glen Buco
CFP®
West Financial Services
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country
Candace Lee
CFP®, EA
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Daniel Joss
MBA, CFP®, RLP®, CKA®
Joss Brown Wealth Advisors
Williamsburg, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management & Insurance Planning, Non-Profit and Corporate Solutions
At Joss Brown Wealth Advisors, we help clients find the freedom they need to develop purpose, live generously, bless others, and make a difference in their lives and the causes they love.
Chris Bishop
CFP®
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
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
Seth Carter
CFP®, EA
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
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.
Brooke Robinson
CFP®
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
Kristan Anderson
CEBS, CFP®
West Financial Services, Inc.
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country
Mark Fonville
CFP®
Covenant Wealth Advisors
Williamsburg, 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.
Colin Page
CFP®
Oakleigh Wealth Services
Charlottesville, VA
Specialties: Comprehensive Financial Planning, Long Term Tax Strategies, Personal Cash Flow Analysis, Debt & Investment Management, Early or Non-Traditional Retirement, Estate Planning
Oakleigh Wealth Services is located in Charlottesville, Virginia, where we meet with clients face-to-face or virtually across the country.
Steven Jefferys
CFP®, CFA®, MBA
Arch Financial Advisors, LLC
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Bethesda, MD and serving the entire Washington D.C. and McLean, VA area
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.
Timothy Schmidt
CFP®, CKA®, AFC®
Oak Hill Wealth Advisors
Lansdowne, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lansdowne, VA, serving clients locally and across the country
John Frisch
CPA/PFS, CFP®, AIF®, PPC®
Savant Wealth Management
Manassas, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Northern Virginia and Serving Clients Nationwide
Kirstie Martinez
West Financial Services
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country
Todd Dalton
CFP®, EA
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
Kathleen Cote
CFP®, RLP®
Clear Insight Wealth Management
Tysons Corner, VA
Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers
Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.
Morgan Goodman
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
Bri Buckley
CTFA®
Oak Hill Wealth Advisors
Lansdowne, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lansdowne, VA, serving clients locally and across the country
Jing Zheng
CFP®, EA, MBA
Neat Financial Planning
Falls Church, VA
Specialties: Comprehensive Financial Planning, Cash Flow & Budgeting, Tax Planning, Investment Management, Insurance Review & Analysis, Estate Planning, Equity Compensation, Education Planning, Retirement Income Planning
Neat Financial Planning is an independent and fee-only Registered Investment Advisory firm. We are committed to providing unbiased comprehensive financial planning and customized investment management services, with a focus on tax planning.
Lindsay Shetterly
CIMA®, CES™
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Eric Hess
CFP®, ChFC®
Alpha Financial Advisors, LLC
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in McLean, VA and Serving the Entire Northern Virgina Area and Clients Nationwide
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.
Rodrigo Huerta
CIMA®
West Financial Services, Inc.
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in McLean, VA, serving clients locally and across the country
Shea Newton
CFP®, RICP®
Financial Journey LLC
Leesburg, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pensacola, FL, serving clients locally and across the country
Chris Urban
CFP®, RICP®
Discovery Wealth Planning LLC
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Advice-Only, Hourly Engagements
Fee-Only financial planner located in McLean, VA, serving clients locally and across the country
Vrishin Subramaniam
CFP®
CapitalWe LLC
Arlington, VA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Buying a House, Cross border planning with India
CapitalWe offers Fee-Only Financial Planning and Investment Management for Indian immigrants in the US. We help make immigrant millionaires.
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
Joni Alt
CFP®, EA
Evermay Wealth Management
Arlington, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax and Estate Planning, Insurance and Risk Management, Retirement Income Planning
Fee-Only financial planner located in Arlington, VA, serving clients locally and across the country
Joe Sallee
CFP®
Bay Capital Advisors, LLC
Virginia Beach, VA
Specialties: Comprehensive Financial Planning, Project Based Financial Planning, Retirement Income Planning, Savings and Investment Management, Debt Management, Risk and Insurance Management, Tax and Estate Planning, College Planning and Student Debt Management
Fee-Only financial advisor and financial planner located in Virginia Beach, VA, serving clients in Virginia Beach, Chesapeake, Norfolk, Newport News, Suffolk, Southeast Virginia and Northeast North Carolina.
Jennifer Luzzatto
CFP®, CFA®, AIF®, MBA, CeFT®
Summit Financial Partners
Glen Allen, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving the Richmond, VA area.
Arcelia Wicker Jr
CFP®, ChFC®, RSSA®
Bay Capital Advisors, LLC
Virginia Beach, VA
Specialties: Comprehensive Financial Planning, Project Based Financial Planning, Retirement Income Planning, Savings and Investment Management, Debt Management, Risk and Insurance Management, Tax and Estate Planning, College Planning and Student Debt Management
Fee-Only financial planner located in Smithfield, VA, serving clients locally and across the country
Sara Epperly
Ph.D.
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
Ashley Coake
CFP®, EA
Cultivate Financial Planning
Radford, VA
Specialties: Comprehensive Financial Planning, Retirement Planning (accumulation + distribution), Tax Planning, Investment Management, Risk Management (Insurance), College Education Planning
Fee-Only financial planner located in Radford, VA, serving clients in the New River Valley and across the country
Adrienne Ross
CFP®, ChFC®, AFC®, MQFP®
Clear Insight Wealth Management
Tysons Corner, VA
Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers
Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.
Ben Brown
CFP®, EA
Entelechy
Arlington, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning & Preparation
Entelechy is a flat fee-only financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential. No sales. No minimums. No hidden fees. No nonsense.
Jeffrey Schatz
CFP®, CCFC®, MBA
Savant Wealth Management
Manassas, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Northern Virginia and Serving Clients Nationwide
David Miller
CFP®
Rule72 Financial
Potomac Falls, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Potomac Falls, VA, serving clients locally and across the country
Vivian Honeycutt
CFP®
Bay Capital Advisors, LLC
Chesapeake, VA
Specialties: Comprehensive Financial Planning, Project Based Financial Planning, Retirement Income Planning, Savings and Investment Management, Debt Management, Risk and Insurance Management, Tax and Estate Planning, College Planning and Student Debt Management
Fee-Only investment advisor and financial planner located in Virginia Beach, VA, serving clients in Virginia Beach, Chesapeake, Norfolk, Newport News, Suffolk, Southeast Virginia and Northeast North Carolina.
Robert Tull, Jr.
CFP®, MBA
Tull Financial Group, Inc.
Chesapeake, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Chesapeake, VA, serving clients locally and across the country
Michelle Robinson
CFP®, MA LAW
Joss Brown Wealth Advisors
Williamsburg, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management & Insurance Planning, Non-Profit and Corporate Solutions
At Joss Brown Wealth Advisors, we help clients find the freedom they need to develop purpose, live generously, bless others, and make a difference in their lives and the causes they love.
Anthony T. Reynolds
MBA, CFP®, ChFC®
CoreTegic Capital Wealth Management
Arlington, VA
Specialties: Government/ Federal Employees, Military, In Transition, Comprehensive Financial Planning, Executive Compensation, Tax Planning, 401(k) and 403(b) Retirement Plans, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving Arlington, Virginia and the D.C. metro surrounding areas.
Christina Gamache
CEPA®
Audax Wealth Management
Arlington , VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-only financial planner located in Arlington, VA and Anchorage, AK
J. Mark Joseph
CPA/PFS, CFP®, ChFC®, CLU®, CAP®, CASL®
Sentinel Wealth Management
Reston, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Reston, VA, serving clients locally and across the country
Becky Meats
CPA/PFS
Clear Insight Wealth Management
Tysons Corner, VA
Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers
Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.
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
Gordon Achtermann
CFP®, MBA, CSRIC®
Your Best Path Financial Planning
Annandale, VA
Specialties: Investing in Allignment With Your Values, Tax Planning, Retirement Income Planning, Investment Management, College Education Planning, Comprehansive Financial Planning
Located in Annandale, VA, we serve clients locally and across the country without product sales & without commissions. Just an absolute commitment to helping you manage, protect, and grow your resources.
Katherine Brown
CFP®, CSA®
Joss Brown Wealth Advisors
Newport News, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management & Insurance Planning, Non-Profit and Corporate Solutions
At Joss Brown Wealth Advisors, we help clients find the freedom they need to develop purpose, live generously, bless others, and make a difference in their lives and the causes they love.
Wade Brittingham
CFP®
Stock Plan Advisory Group LLC
Alexandria, VA
Specialties: Comprehensive Financial Planning, Equity Compensation Guidance, Tax Planning, Retirement Income Planning, Investment Management, Estate and Legacy Planning
Fee-Only financial planner located in Alexandria, VA, serving clients locally and across the country
Trey Gresh
CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Brian Horan
CPWA®
West Financial Services, Inc.
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country
Ryan Phillips
CFP®, CFA®
GuidePoint Financial Planning
Reston, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
GuidePoint is a financial advisor in Northern Virginia that specializes in working with busy families who want an actionable plan towards their unique story of financial independence. Offering both ongoing relationships and one-time plans.
Dana Sippel
CFP®, CPA/PFS
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Dennis Reilly
MA
True Wealth Strategy
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation, Cash Flow Management, Employee Benefit Optimization
Fee-Only financial planner located in McLean, VA, serving clients locally and across the country
Patrick Larkin
CFP®, CIMA®
Oak Hill Wealth Advisors
Lansdowne, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lansdowne, VA, serving clients locally and across the country
Leland Gross
CFP®, EA
PeaceLink Financial Planning LLC
Virginia Beach, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Small Business Planning, Education Planning, Tax Planning, Insurance Review, Estate Planning, Employer Benefits Review
Fee-Only financial planner located in Virginia Beach, VA, serving growing families locally and across the country, to help them foster abundance in their life through the financial planning process.
Jim Pearman
CFP®, CPA/PFS™
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
Wesley Stien
CFP®, MBA
Lodestar Financial Management
Arlington, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Arlington, VA, serving clients locally and across the country
Rodney Sullivan
CFA®, CAIA®
Vesteer™ Wealth Management
Charlottesville, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Charlottesville, VA, serving clients across VA and across the country.
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.
Stephen Bain
CFP®
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
Kevin Galvin
CFP®, CFA®
Hopwood Financial Services
Reston, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Reston, VA, serving clients locally and across the country
Travis Russell
CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Colin Gerrety
CFP®, CIMA®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Pam Poldiak
CFP®, CPA
Partners in Financial Planning
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
Phillip Saunders
CFP®
Joss Brown Wealth Advisors
Newport News, VA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management & Insurance Planning, Non-Profit and Corporate Solutions
At Joss Brown Wealth Advisors, we help clients find the freedom they need to develop purpose, live generously, bless others, and make a difference in their lives and the causes they love.
David Levitt
CFP®
Glassman Wealth Services
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Barry Glassman
CFP®
Glassman Wealth Services, LLC
Vienna, VA
Specialties: Holistic Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning
Offices in Northern Virginia serving clients and virtually. We serve many clients, but every day we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the "Just One Client" mindset.
Victoria Henry
CFP®
West Financial Services, Inc.
McLean, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country
Refine Your Search
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)
