Contact Sign In Add Your Business

Find 15 Recommended Local Financial Advisors in Virginia

Read profiles and client feedback for 15 recommended financial advisors serving Virginia, including Roanoke, Virginia Beach and Norfolk. Check the planning services they offer and contact appropriate professionals to discuss your financial goals and consultation options.
Arlington (1)
Newport News (1)
Norfolk (2)
Portsmouth (1)
Richmond (1)
Roanoke (5)
Virginia Beach (4)
Not rated yet
Wayne Firebaugh
Not rated yet
We have over 30 years of experience in financial advisory services
Wayne Firebaugh, Inc. offers expert financial advisory services in retirement income planning, tax strategies, and small business operations, dedicated to your financial well-being.
Retirement Income Planning Retirement Tax Planning Small Business Operations
(540) 366-5800 Call Profile
Not rated yet
Personal Financial Planning
Not rated yet
Certified professionals with FINRA Series 65 and CRPC designations
Roanoke's trusted financial advisers offering personalized investment management and retirement planning services. Fiduciary-focused solutions for growing and preserving wealth since 1980.
Financial Planning Investment Management Retirement Planning
(540) 774-8700 Call Profile
Not rated yet
Vip Planners
41 Years
Not rated yet
We operate as a fiduciary, prioritizing client interests above all else
Vip Planners, Inc. offers independent financial advisory services in Roanoke, VA. Specializing in retirement planning, wealth management, and tax strategies since 1985. Fiduciary advisors serving Roanoke, Lynchburg, and Smith Mountain Lake.
Financial Planning Wealth Management Tax Strategies
(540) 342-1895 Call Profile
Not rated yet
Pearman And
26 Years
Not rated yet
We offer 23 years of experience in personalized financial planning and investment management.
Pearman And offers personalized financial planning and investment management services in Roanoke, VA. With 23+ years of expertise, we help clients achieve retirement goals, manage wealth, and build secure financial futures through transparent, fee-based a
Retirement Planning Wealth Management Investment Advisory
(540) 206-3074 Call Profile
Not rated yet
Bundy Group
37 Years
Not rated yet
36 years of specialized M&A advisory experience
Trusted financial advisory firm specializing in mergers and acquisitions since 1989. $1.2B transaction value across healthcare, tech, and industrial sectors with 250+ successful deals.
Mergers & Acquisitions Advisory Capital Raising Exit Strategy Planning
(540) 342-2151 Call Profile
Not rated yet
Financial Counselors Of VA
22 Years
Not rated yet
We offer 20+ years of experience in personalized financial planning
Trusted fee-only financial advisors in Norfolk, VA. Financial Counselors Of VA offers personalized retirement planning, investment management, and estate strategies for families and individuals.
Retirement Planning Investment Management Tax Optimization
(757) 321-3725 Call Profile
Not rated yet
Joss Brown Wealth Advisors
Not rated yet
We operate as independent fiduciaries with no product sales incentives
Joss Brown Wealth Advisors provides fiduciary financial planning and investment management services in Williamsburg, Newport News, and McLean. Our fee-only advisors help clients achieve financial freedom through personalized strategies.
Financial Planning Investment Management Retirement Planning
(757) 903-2127 Call Profile
Not rated yet
EJ F Capital
21 Years
Not rated yet
We have 20+ years of combined experience in banks, financials, and real estate.
EJ F Capital LLC is a global alternative asset management firm specializing in regulatory event-driven investing across financials and real estate since 2005.
Private Credit Litigation Lending Venture Capital
(703) 875-0561 Call Profile
Not rated yet
John B Levy
31 Years
Not rated yet
30+ years structuring CRE financing solutions since 1995
Expert equity and debt financing solutions for commercial real estate transactions. Serving nationwide clients since 1995 with creative capital solutions and industry-leading research.
Equity Financing Debt Financing CRE Research
(804) 500-9025 Call Profile
Not rated yet
Zak Investment Management
19 Years
Not rated yet
We invest our own capital alongside client funds
Zak Investment Management offers client-focused financial advisory services in Norfolk, VA, emphasizing transparent investing, aligned incentives, and long-term value creation.
Investment Management Portfolio Evaluation Financial Planning
(757) 227-5600 Call Profile