Financial Advisors in Virginia

Good Wealth Management means Client-Centered Financial Advice for Your Future. We provide Financial Planning, Investment Advice, Retirement Plans, Long-Term Care Insurance and more. We are located in Harrisonburg VA and have clients in Northern Virginia, Atlanta and other cities in 15 states. Please visit our website: www.goodwealthonline.com... See More

Lisa Kirchenbauer, CFP

Nora Gillespie, BA, CFP, CFS, MA
Based in Charlottesville, The Wrightbridge Company, Inc. provides financial planning and advisory services to individuals, families, and small businesses on a fee-only basis. Assisting clients who range from young professionals to active retirees, Wrightbridge can help you with budgeting and tax planning, savings and investment strategies for funding education and retirement needs, asset allocation, insurance and estate plan reviews. Wrightbridge has been providing financial planning services since 1995 and has always been compensated solely by client fees. It is not affiliated with any marketer of financial products and receives no commissions or incentives from any source. The Wrightbridge Company, Inc., which is a Registered Investment Advisor with the Virginia State Corporation Commission, does not engage in asset management services.... See More

Joseph D'Orazio, BS, CFP, CPA, JD, LLM

Glenn Mickelson, CFP
Professional Financial Solutions, LLC is a registered investment advisor started in 1997. We serve clients in the D.C. metro area and throughout the country. We advise clients in all areas of their financial lives. Our investment philosophy is to design investment portfolios to meet long-term financial goals while giving our clients the ability to ignore market gyrations. Since teamwork provides the best results both advisors in the firm participate in all client meetings.... See More

Dean Knepper, CFP, CPA
In 2000 Dean founded Lifetime Financial Planning (LFP), a firm dedicated to offering its services to “everyone” on an as needed basis for an hourly fee. His goal is to make a real difference in peoples' lives by helping them solve their financial problems and reach their life goals.
Unlike most of the national financial service firms, LFP does not sell any proprietary investment or insurance products, which might cloud their objectivity. At Lifetime Financial Planning there are absolutely no commissions, sales quotas or incentive contests driving their recommendations.
The firm’s offices are located in Herndon (Fairfax County) and Leesburg (Loudoun County) Virginia. Both are located just 3 minutes from the Dulles Toll Road, providing easy access for residents of Northern Virginia, Frederick and Montgomery Counties in Maryland, and Washington DC. Saturday appointments are available.... See More

Darren Koch, AAMS, CFMC, CFP, CRPS
We are an independent Wealth Management firm specializing in delivering premier wealth advisory and investment management services to help manage the increasingly complex financial issues you face today.
Our comprehensive array of services includes investment management, tax planning, risk management, estate planning, retirement analysis and asset protection solutions that work together to support your unique needs and objectives. Each of our clients receives personal attention from a dedicated expert Wealth Manager and our unique fee-only style prevents potential conflicts of interest. Above all else, we provide advice that is in the best interest of our clients.... See More

John Bowen, CFP, CPA
Bowen Financial Services, LLC is a fiduciary financial advisory firm providing fee-only financial planning and investment management services to individuals, families and small businesses. Fee-only, in that we sell no products and receive no commissions on the assets we manage. Comprehensive financial planning, by that we build financial plans for clients including retirement planning, cash flow planning, investment management, college planning, risk management, estate and tax planning. Our investment management process includes asset allocations across a diversified portfolio of highly regarded, world class institutional mutual funds with proven records of assisting clients in reaching their financial goals. We develop the strategic financial and investment plans and assist in the implementation of the tactical components of the plans going forward. Building wealth requires vision, action and time. Bowen Financial Services empowers clients to make sound financial decisions by providing knowledgeable and individualized financial strategies that allow you to achieve financial independence and peace of mind.... See More

Edwin Knowles, CFP

John Fiege, CFP
Comprehensive, Fee-Only Planning. Financial Solutions is a registered investment advisor in the Commonwealth of Virginia. We do not sell any products for commissions, but can help you determine what products you might need and how to buy them for the best value. Investing can be handled by advice on any of your accounts/securities/assets without us handling the accounts or by advice and creation of new or transfer accounts with our custodian, TD Ameritrade.

The key to our firm's success is listening to you and then providing goal-based, comprehensive planning that also helps you coordinate planning and implementation with other advisors, such as CPAs, Attorneys, Insurance Agents, Bankers, and the like.

Call or email for a complimentary consulation.... See More

Joni Alt, CFP
Hopwood Financial Services is an independent fee-only investment management and financial planning firm. We serve as your financial quarterback. This entails the dynamic, ever-changing combination of investment management, financial planning and the many essential ingredients that together constitute your financial landscape. We strongly believe that the lost art of world-class service is crucial to a successful and continuing relationship. By consistently delivering on our promises, we strive to meet and exceed your expectations. While we see superior returns over time, we also remain very sensitive to your risk tolerance. Whether investment related or a general financial planning issue, our approach is to constantly balance the risk factors involved with the potential rewards.... See More

Lynn Diveley, CFP
Alpha Omega Wealth Management is an independent fee-only wealth management firm. We offer comprehensive financial planning and portfolio management services to a limited and select group. Our firm, established in 2009, is an SEC registered investment advisory firm. We have over 100 years of combined experience in the financial planning and wealth management business. As a Registered Investment Advisor it is our fiduciary duty to place the client's interests first. Each of our clients receives highly personalized service and recommendations tailored to individual needs. ... See More

Dave Yeske, CFP
At Yeske Buie, our greatest strength is our dedicated team of advisors and client service professionals, led by our two founders, who between them have 50 years of combined experience practicing financial planning and leading the profession.
Money, however hard earned, is a renewable resource. At Yeske Buie we help our clients make the most of their most valuable resource, life.
Wealth presents you with wonderful opportunities. It also brings the challenges of complexity and uncertainty. Our clients have earned their wealth, and the question many ultimately find themselves facing is how to make the most of it.
How can your success enhance your life? Are you harnessing your wealth to its full potential? Are you living the life of your dreams – are you truly living big?
Live Big® - It’s about the size of your life, not the s... See More