Financial Advisors in Roanoke, Virginia (Roanoke City County)

Bruce Harrison, CFP

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

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