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Financial Advisors in Oakton, Virginia (Fairfax County)

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.

Highlights: Fee Only, 401K Consulting, MBA, NAPFA Member, Retirement Planning, Young Investors, Investment Services, College Planning, Investment Consulting, Comprehensive Financial Planning, Wealth Management, Mutual Funds, Retirement Distribution Plan, Stocks, IRA

Edwin Knowles, CFP

Visit Sentinel Wealth Management, Inc.

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 provid... See More

Visit Hillebrand Financial Planning, LLC

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 fo... See More

Visit Glassman Wealth Services, LLC

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... See More

Visit RP Slater Financial Management, LLC

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 ... See More

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... See More

Yeske Buie
Vienna, VA

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 prof... 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 p... See More

BourGroup
6 miles from Oakton, VA
Visit BourGroup

Phillip Bour, CFP, EA
MISSION STATEMENT: Encourage. Equip. Educate.BourGroup serves the middle-class market, holds no assets under management and charges hourly and/or fixed one-time fees for comprehensive plans.OBJECTIVE: To provide meaningful compr... See More

GuidePoint Financial Planning
7 miles from Oakton, VA
Visit GuidePoint Financial Planning

Ryan Phillips is a fee-only financial planner located in Reston, VA serving families throughout the Loudoun County and Fairfax region. GuidePoint Financial Planning provides comprehensive wealth management and financial planning to help busy families... See More

Highlights: Certified Financial Planner, College Savings, Comprehensive Financial Planning, Fee Only, Tax Planning
Lifetime Financial Planning, Inc.
7 miles from Oakton, VA

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 the... See More

Mitchell Advisory, Inc.
9 miles from Oakton, VA
Visit Mitchell Advisory, Inc.

Mitchell Martin, CFP, MBA
Mitchell Advisory is a fee-only financial advisory firm specializing in investment management and retirement planning. We pride ourselves in being a trusted advisor to our clients—most of our clients have been working wi... See More

Hemington Wealth Management, LLC
9 miles from Oakton, VA
Visit Hemington Wealth Management, LLC

Eileen O'Connor, CFP, MBA
Hemington Wealth Management is one of the fastest growing firms in the nation because we have demonstrated a vision and commitment that leads to client success. Our name explains why. Every summer growing up, Hemington'... See More

Sanchez & Zures, LLC
9 miles from Oakton, VA
Visit Sanchez & Zures, LLC

Jeffrey Zures, CFP, CPA
Sanchez & Zures provides fee-only financial planning, portfolio management and tax preparation services to help clients achieve their financial goals. Upon the completion of an initial complimentary consultation, our financi... See More

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