Financial Advisors in Virginia

Lauren Zangardi Haynes, CFP, CIMA
Advice adapted for your changing world. Your life and goals evolve over time, and so should your financial plan and investment approach. The future of advice is to provide a clear set of strategies that are both structured and fluid. Our plans are developed in an in-depth, collaborative fashion, combining leading technology with the human touch of an experienced adviser with not only expertise but understanding.

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Richard Slater, BS, CFP
I am an independent, fee-only investment advisor and manager. I do not accept any commissions nor do I sell any products. This gives me no incentive to make excessive or unnecessary trades that could “eat away” at your returns.
My goal is to work with each client to provide a personalized investment strategy that will change over time. Of course, you must reduce risk as you approach retirement, but there's also an important difference in strategy once you begin drawing from your accounts. The emphasis shifts from earning returns on investments to earning returns from investments.
The best way to explain this further would be to sit down for a consultation. I can look at your current investment strategy and make specific recommendations. Again, because I operate fee-only, this would not be a sales pitch.... See More

John Vyge, CFP
Hillebrand Financial Planning, LLC specializes in working with federal government employees, corporate executives, business owners, and technology professionals. Our mission is To Organize Our Clients' Financial and Investment Lives for a future retirement, career, or other family goal. We do this through as-needed financial, retirement & goal planning advice and risk managed investment management.We start with Goal Setting, where we sit down with you for 75 minutes to discuss your long term goals in the areas of retirement, housing, personal finance, estate planning, and college funding. We help you see your finances and investments in terms of what they can do for you. Once we have determined what your goals are for your life, we complete a thorough Financial Assessment to see where you stand against a variety of benchmarks. At this point you are provided with a variety of ways to strengthen your current finances and investments. We then provide detailed recommendations in the form of a Final Plan Review where you can ask detailed questions, and run a variety of What If scenarios live so no stone is left unturned. All clients are offered a follow-up session called a 3 Week Follow-Up after the final plan review to rerun any scenarios and address any unanswered questions.Many clients experience a series of breakthroughs in the areas of cash flow planning, risk management, tax deferral opportunities, and investment options. More importantly, you'll be relieved of the stress and time that your finances and investments can occupy while thinking about the future.Our services are provided on an hourly, fixed fee, or ongoing management basis so that you can receive services in a way that meets your budgetary and timing needs.About Hillebrand Fina... See More

Bruce Harrison, CFP

J. Mark Joseph, CAP, CASL, CFP, ChFC, CLU, CPA/PFS
Sentinel Wealth Management, Inc. is a fee-only wealth management firm headquartered in Reston, Virginia. Accepting new clients with investable assets of $1,000,000 or more, Sentinel strives to provide comprehensive financial planning and portfolio management as key elements of our service. The principals at Sentinel hold both the CFP® and CPA designations, as well as numerous financial industry designations and advanced degrees. Equally important, each has many years of experience in the financial services industry, so you can be confident that you will work with an advisor who is well prepared to handle whatever financial challenges you may have.... See More

Wendell Fuller, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); Assume less. The money you have and will earn could work much harder to secure your future.Many of us assume that investing in our employer’s qualified program is enough. Many of us assume the money we’re earning is all we have to work with. Many of us assume a lot about our finances, but a trusted, expert financial advisor will help us understand the path to making the most of the wealth we’ve already generated and the income still to be earned. This trusted advisor will help remove assumptions from our financial lives and focuses us on executing a well-crafted, tailored plan of action that: Addresses immediate financial concerns Prepares for coming near-term hurdles such as education and eldercare Sets the stage for a successful retirement Helps us remain disciplined and focused on making progress toward our goals Know more. You need to understand your investments and work with a partner who acts as a guide. What is the ideal asset allocation based on where we are and what we’re earning? How do we achieve financial progress in the face of economic uncertainty? Where do we invest that will reduce the likelihood of missing our target? Financial planning is not a product; it is an integrated, evolving and disciplined process that gives you peace of mind and a tremendous feeling of confidence, flexibility and power to focus on other important life goals. Fuller Wealth Advisors clients receive disciplined, expert guidance in structuring and managing their finances. They recognize the value of having us implement their plan... See More

Philip Wallin, CFP, CPA
Whether you're just getting started or have sophisticated wealth planning needs, Atlas provides independent, unbiased advice along the way.
Atlas Financial specializes in providing fee-only financial planning, investment management, and tax services to individuals, families, and business owners.
Our all inclusive approach provides a clear overview of your financial potential and gives you the comprehensive support necessary for peak success.
We build lasting relationships that thrive on the attainment of personal and financial goals. Wherever you see yourself going, Atlas will get you there.... See More

James Pearman, CFP, CPA/PFS
We are a fee-only financial planning and investment management firm in Salem, Virginia (near Roanoke). Our mission is to provide comprehensive, caring financial guidance that allows our clients to spend less time worrying about their finances and more time enjoying their lives. We offer a free initial consultation, to learn more about each other and to determine if our services are the right fit for you. Please visit our website at ww.partnersinfinancialplanning.com for additional information.... See More

Barry Glassman, CFP
Your Financial Success is about more than bar graphs and pie charts. It's about you. At Glassman Wealth Services, we strive to offer uncommon investment expertise that aligns with your needs and your unique vision for the future. It's how we seek to ensure our client relationships are among the most enduring. People engage our services because they know the stakes are too high to accept anything other than investment excellence. They come to us for many reasons. They stay with us because we offer personalized, service-driven wealth management unlike anything they've experienced before. We're a fee-only firm that seeks to adhere to the highest fiduciary standards and provide our clients advice that is truly unbiased. We accept no commissions or other incentives that might cloud our judgement or sway our allegiance. We work for you and your family alone.... See More

Marshall Groom, CFP, JD
Groom Financial Advisory is an independent, fee-only financial planning and Registered Investment Advisory firm with offices in Virginia Beach and Richmond, Virginia. We seek to empower our clients to make the best financial choices possible through unbiased advice without the sale of financial products or commissions. Our services are tailor made to respond to your priorities whether the need be for a financial checkup, advice on a specific financial issue, comprehensive planning, investment management or any combination thereof. Comprehensive financial planning includes retirement planning strategies, cash flow analysis, portfolio analysis and review, college planning, risk management, and estate and tax planning. Our investment management process starts with an asset allocation that matches your financial goals, investment time horizon, and volatility preference and continues with ongoing implementation, monitoring and tactical adjustments. Groom Financial Advisory aims to simplify the complexities of finances in order to enhance the quality of your life, time and resources. Whether you are just setting out on your financial journey or seeking to protect and enjoy the wealth you've accumulated, we can help you along the way.... See More

William Edwards, ChFC
FMC of Virginia is a personal financial advisory firm, located in Virginia Beach, Virginia, dedicated to providing comprehensive financial planning on a Fee-Only basis. Our goal is to form long-term, fiduciary relationships with our clients in order to create, implement and manage holistic financial plans on an on-going, proactive basis. The payment structure at FMC of Virginia is Fee-Only versus commission based. By not charging commissions, we eliminate the conflict of interest of profiting financially from our recommendations. In addition, our clients know that our loyalty is to them and not to a brokerage firm. We promise to save our clients more money than we cost them.... See More

Marotta Wealth Management is an independent, comprehensive wealth management firm offering a complete range of investment management and financial planning services. With a reputation for being analytical, we serve clients both locally in the Virginia area as well as across the country. Customer service is a core tenant of our work and our primary goal is to help our clients meet theirs.... See More

Fee-Only NAPFA Comprehensive Financial Planners. We service all public and nonpublic clients including being an expert in the Federal Government Employees Retirement Benefits. No commisssion charged.

Noffsinger Financial Group is an independent financial advisors firm located in Newport News serving the financial planning needs of the Hampton Roads area. We have been in the financial industry for over 11 years. If you are looking for unbiased investment advice from a financial advisor, we are the ones for you.... See More

Comprehensive wealth managegment services delivered with an ongoing financial planning focus.