Financial Advisors in Ashland, Virginia (Hanover County)

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

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

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

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

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

Noffsinger Financial Group is an independent financial advisors firm located in Newport News serving the financial planning needs of the Hampton Roads area. We have been in the financial industry for over 11 years. If you are looking for unbiased investment advice from a financial advisor, we are the ones for you.... 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