Financial Advisors in Fredericksburg, Virginia (Spotsylvania County)

Paul Collinson, CFP, MBA
Legacy Planning Advisors, LLC Think - Plan - Trust
Paul O. Collinson, CFP® is the founder of Legacy Planning Advisors, LLC, a registered investment advisory firm based in Arlington, Virginia. Legacy Planning Advisors, LLC offers Fee-Only financial advice and planning on an hourly as-needed basis. As a member of the Garrett Planning Network, Paul and the firm are guided by the ‘Making competent, objective financial advice accessible' tenet of the Garrett Planning Network.
Among the financial advice and planning services offered are: Retirement projection with recommendations Mortgage and consumer debt review and counseling Retirement planning, including 401(k) and TSP plans Retirement plan roll-overs, including IRAs Retirement and investment portfolio recommendations Risk tolerance assessment and asset allocation recommendation Life and disability insurance needs review Property and liability insurance needs review Education funding, including 529 plans and Coverdell ESAs Cash flow analysis and budgeting Legacy and estate planning
During a free, no-obligation Get Acquainted meeting, prospective clients are quoted a range of fees and the presentation meeting is scheduled. The hourly fee is the only monetary compensation-no commissions or other third party fees are received. Furthermore, Legacy Planning Advisors, LLC has no investment or net worth minimums.... See More

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 for a future retirement, career, or other family goal. We do this through as-needed financial, retirement & goal planning advice and risk managed investment management.We start with Goal Setting, where we sit down with you for 75 minutes to discuss your long term goals in the areas of retirement, housing, personal finance, estate planning, and college funding. We help you see your finances and investments in terms of what they can do for you. Once we have determined what your goals are for your life, we complete a thorough Financial Assessment to see where you stand against a variety of benchmarks. At this point you are provided with a variety of ways to strengthen your current finances and investments. We then provide detailed recommendations in the form of a Final Plan Review where you can ask detailed questions, and run a variety of What If scenarios live so no stone is left unturned. All clients are offered a follow-up session called a 3 Week Follow-Up after the final plan review to rerun any scenarios and address any unanswered questions.Many clients experience a series of breakthroughs in the areas of cash flow planning, risk management, tax deferral opportunities, and investment options. More importantly, you'll be relieved of the stress and time that your finances and investments can occupy while thinking about the future.Our services are provided on an hourly, fixed fee, or ongoing management basis so that you can receive services in a way that meets your budgetary and timing needs.About Hillebrand Fina... See More

Lisa Kirchenbauer, CFP

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

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, entrepreneurs, and federal employees to grow and protect their assets through life’s transitions. Ryan Phillips is a CERTIFIED FINANCIAL PLANNER™ Professional and has a legal obligation to provide unbiased and trustworthy financial advice.... See More

Gordon Bernhardt, AIF, CFP, CPA/PFS
At Bernhardt Wealth Management we know from experience that financial success is most likely to be achieved through an unwavering commitment to a set of investment principles: efficient markets, modern portfolio theory, diversification, and intelligent asset allocation. We design each client's portfolio using these principles to lay the foundation for their future financial security. Because we serve as their Personal Chief Financial Officer, our clients have more time to spend with their family, to give back to their communities or to engage in other matters of personal and professional importance. We specialize in serving accredited investors in the Mid-Atlantic area.... See More

Daniel Joss, CFP, MBA, RLP
Joss Financial Group is an independent registered investment advisor offering holistic wealth management and financial life planning services to clients in Williamsburg, VA, Metro DC area, and virtually throughout the country. Our services include objective financial advice, continuous fiduciary oversight, and financial life planning. We bring financial confidence to our clients so they can live what matters to them with more freedom. ... See More

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 with us for over a decade, and they depend on us to fully understand their financial needs and use our expertise to help them choose the strategies and investments that will best serve them. We pride ourselves in being a small firm offering highly personalized service by our firm’s principal, Mitchell Martin, who has been advising clients for over 18 years. Mitchell is a Certified Financial Planner, NAPFA Registered Financial Adviser, and whose educational background includes a Masters in Finance, from MIT’s Sloan School of Management. Mitchell Advisory charges a fee based on assets under management, (1% or less based on a sliding scale) that cannot exceed a maximum of $3,000 per quarter. This is especially attractive to clients whose assets exceed $2 Million, where asset based fees can become particularly onerous.
... See More

Kimberly Cox, CFP, MBA
Since our inception in 1982, we have provided objective, comprehensive financial planning and investment management for individuals, businesses and associations on a Fee-Only basis. We currently manage more than $950 million in assets and throughout the years we have consistently received national recognitions in publications such as Medical Economics, Worth, and Wealth Manager. Each member of our professional staff has earned the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Analyst® (CFA) Charterholder or Certified Public Accountant (CPA) designation.Our disciplined approach to financial planning will guide clients through the prioritization of their short and long-term goals and the process of financial planning. Whether discussing individual issues, such as retirement cash flow and estate planning, or developing an integrated plan, our experienced planners assist clients in achieving their goalsOur investment management strategy stresses diversified portfolios that are tailored to each client’s individual circumstances. We primarily use individual bonds for the fixed income portion of the portfolio and for the equity portion we use index funds, actively managed funds and individual equity positions... See More

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 financial planning and tax services are billed at $200 per hour. A fixed fee will be quoted at the beginning of each engagement. Our portfolio management service is billed at 1.00% annually of the assets we manage. Please feel free to contact Jeffrey J. Zures, CPA, CFP at extension 2 or ... 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

Comprehensive wealth managegment services delivered with an ongoing financial planning focus.

Philip Wallin, CFP, CPA
Whether you're just getting started or have sophisticated wealth planning needs, Atlas provides independent, unbiased advice along the way.
Atlas Financial specializes in providing fee-only financial planning, investment management, and tax services to individuals, families, and business owners.
Our all inclusive approach provides a clear overview of your financial potential and gives you the comprehensive support necessary for peak success.
We build lasting relationships that thrive on the attainment of personal and financial goals. Wherever you see yourself going, Atlas will get you there.... See More

Wendell Fuller, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); Assume less. The money you have and will earn could work much harder to secure your future.Many of us assume that investing in our employer’s qualified program is enough. Many of us assume the money we’re earning is all we have to work with. Many of us assume a lot about our finances, but a trusted, expert financial advisor will help us understand the path to making the most of the wealth we’ve already generated and the income still to be earned. This trusted advisor will help remove assumptions from our financial lives and focuses us on executing a well-crafted, tailored plan of action that: Addresses immediate financial concerns Prepares for coming near-term hurdles such as education and eldercare Sets the stage for a successful retirement Helps us remain disciplined and focused on making progress toward our goals Know more. You need to understand your investments and work with a partner who acts as a guide. What is the ideal asset allocation based on where we are and what we’re earning? How do we achieve financial progress in the face of economic uncertainty? Where do we invest that will reduce the likelihood of missing our target? Financial planning is not a product; it is an integrated, evolving and disciplined process that gives you peace of mind and a tremendous feeling of confidence, flexibility and power to focus on other important life goals. Fuller Wealth Advisors clients receive disciplined, expert guidance in structuring and managing their finances. They recognize the value of having us implement their plan... 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