Financial Advisors in Dale City, Virginia (Prince William County)

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

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