Financial Advisors in Fredericksburg, Virginia (Spotsylvania 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

Lauren Zangardi Haynes, CFP, CIMA
Advice adapted for your changing world. Your life and goals evolve over time, and so should your financial plan and investment approach. The future of advice is to provide a clear set of strategies that are both structured and fluid. Our plans are developed in an in-depth, collaborative fashion, combining leading technology with the human touch of an experienced adviser with not only expertise but understanding.

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John Bowen, CFP, CPA
Bowen Financial Services, LLC is a fiduciary financial advisory firm providing fee-only financial planning and investment management services to individuals, families and small businesses. Fee-only, in that we sell no products and receive no commissions on the assets we manage. Comprehensive financial planning, by that we build financial plans for clients including retirement planning, cash flow planning, investment management, college planning, risk management, estate and tax planning. Our investment management process includes asset allocations across a diversified portfolio of highly regarded, world class institutional mutual funds with proven records of assisting clients in reaching their financial goals. We develop the strategic financial and investment plans and assist in the implementation of the tactical components of the plans going forward. Building wealth requires vision, action and time. Bowen Financial Services empowers clients to make sound financial decisions by providing knowledgeable and individualized financial strategies that allow you to achieve financial independence and peace of mind.... See More