Financial Advisors in Fredericksburg, Virginia (Spotsylvania County)

John Pugh, CFA, CFP
Insight Wealth Management (IWM) is an independent, fee-only investment management and financial planning firm located in Gainesville, Virginia. With IWM, you will work directly with one of the most respected investment professionals in the Washington, DC region. Bob Pugh, CFA, CFP®, the Founder and President of IWM, has over twenty years of experience as an investment advisor, economic analyst, educator, financial planner and portfolio manager. His colleagues in the 1,700-member CFA Society of Washington, DC elected him twice to serve as Society President, the only member in the Society's sixty-year history to enjoy that distinction. Colleagues from CFA Societies from Maine through Virginia elected him to serve a two-year term as the Eastern Region Presidents Council Representative with the CFA Institute. The Chartered Financial Analyst (CFA) designation is the global gold standard of credentials in the investments profession. Bob has taught investment analysis and portfolio management for the Johns Hopkins University's Carey School of Business, for the Johns Hopkins University School of Medicine's "Business of Medicine" program, for CFA candidates in the United States and internationally, and for numerous other organizations and institutions of higher learning. In November 2011, "Medical Economics," the leading business publication for medical professionals in the United States, named Bob as one of the Best Financial Advisers for Doctors in the nation. Insight Wealth Management, Inc. works with doctors and other medical professionals, as well as people in many other professions and retirees. Since 2005, Bob and IWM have been helping clients achieve their financial goals: • Managing the investment portfolio you and your family have built• Retirement planning for individuals and businesses • Maintaining your standard of living... 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 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

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 comprehensive financial planning and monitor implementation and to encourage and educate individuals and families in successful execution of the 9 Steps (earnings, giving, taxes, savings, insurance, spending plan, investing, retirement and estate planning) to Financial Security with a biblical perspective.OVERVIEW: BourGroup (Advisor) provides financial planning services which may include advice on cash flow, debt management and college funding as well as the 9 steps mentioned in the mission statement. The Client's current financial situation, needs, goals, objectives and tolerance for risk are first evaluated and then the Advisor presents the analysis in a written summary of recommendations over each area that the Advisor was engaged to provide advice. BourGroup believes that the appropriate allocation of assets across diverse categories (stocks vs. bonds, international vs. domestic, large-cap vs. small-cap, growth vs. value) is the primary determinant of portfolio returns and critical to the long-term success of one's financial objectives. In addition, investment portfolios do not stand alone but must be considered with the returns of other assets including home equity, emergency funds, pensions and other retirement funds that may exist.BourGroup is available to help with implementation of plan recommendations. Periodic financial checkups to monitor results are recommended and the Client is encouraged to initiate this review at 6 months and 12 months after the material is presented.... 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.

Curtis (Curt) Sheldon is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of C.L. Sheldon and Company, LLC.

Curt provides comprehensive financial planning, including Military and Veterans Administration benefits integration, tax planning and preparation, college planning, and retirement planning. He specializes in working with transitioning Senior Military Officers.... See More

Timothy Wesling, AIF, CDFA, CFP, CMFC
We offer comprehensive financial planning, including: Goal development Spending plans and record keeping Retirement planning Tax planning including retirement plan and IRA distributions Investment management per your personal Investment Policy Statement Estate planning Tax preparation reviews Complete insurance reviews of needs and coverage
Our strict fee-only pledge to you is fulfilled through an annual retainer fee structure based on the complexity of the engagement. The fee covers all meetings, phone calls, research, analysis, and recommendations. Investment management can be included, if requested.
We are truly independent since we are neither tied to nor compensated by any investment or insurance company, or any other financial product provider.
Phone us at today.
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Edwin Knowles, CFP

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's Managing Principal, Eileen O'Connor, would excitedly load into the family car with her parents and seven siblings and drive to a rented beach house. During the trip, the family always passed by a beautiful beach home dubbed “the Hemington.” The house seemed out of reach for a working-class family with eight kids. But O'Connor's parents dreamed big. They wanted that house. After saving for more than 20 years, they purchased the home that served as a family gathering spot for many years. Hemington's name is a perfect metaphor for what we do. Everyone has a Hemington. It's our job to uncover our clients' Hemington and help them achieve it. Hemington is the go-to firm for successful breadwinner women, due in large part to Eileen O'Connor's groundbreaking studies that have forever changes how the industry and media view women investors. ... 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

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

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

Futurity Capital, an independent, fee-only Registered Investment Advisor, is focused on helping you discover a secure financial future. In addition to investment management, we offer both hourly, as-needed assistance and comprehensive, holistic financial planning.

By understanding what matters to you, we can better help you achieve your goals. The choices you make now about your money and your future will likely impact you and your family for many years to come. Those decisions are best made with objective, expert input from a CFP® professional who will help you simplify & organize your life.... See More

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

Wesley Stien, MBA

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