Best Financial Advisors in Fairfax County, VA

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List of Firms

Fairfax County, VA Fiduciary Financial Advisors

SEC File# 801-120695
CRD# 313386
Location 3251 Old Lee Hwy Suite 502, Fairfax, VA 22030, USA
Phone (571) 354-8471
Directions
SEC File# 801-56942
CRD# 281958
Location 3975 University Dr Suite 110, Fairfax, VA 22030, USA
Phone (703) 352-7970
Directions
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Edward Jones - Financial Advisor: Matthew E Edgar, CFP®
Location 3913 Old Lee Hwy Suite 31-D, Fairfax, VA 22030, USA
Phone (703) 218-3900
Directions
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Harvey Berger - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 3959 Pender Dr Ste 108, Fairfax, VA 22030, USA
Phone (703) 359-2660
Directions
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Gerald Patterson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 3554 Chain Bridge Rd Ste 205, Fairfax, VA 22030, USA
Phone (703) 986-3490
Directions
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Andrew Coats- Edward Jones - Financial Advisor
Location 2751 Prosperity Ave #270, Fairfax, VA 22031, USA
Phone (703) 207-2025
Directions
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EBA Wealth Strategies - Ameriprise Financial Services, LLC
Location 3959 Pender Dr Ste 108, Fairfax, VA 22030, USA
Phone (703) 359-2660
Directions
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Buckingham Strategic Wealth
SEC File# 801-67640
CRD# 143323
5 out of 5
Location 11325 Random Hills Rd Suite 210, Fairfax, VA 22030, USA
Phone (703) 760-3673
Directions
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
4 out of 5
Location 4000 Legato Rd 8th Floor, Fairfax, VA 22033, USA
Phone (833) 752-6333
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Keen & Pocock
Location 10300 Eaton Pl Suite 470, Fairfax, VA 22030, USA
Phone (703) 691-9200
Directions
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Opta Financial
Location 3975 Fair Ridge Dr, Fairfax, VA 22033, USA
Phone (571) 208-6971
Directions
Financial Advisors in Fairfax County, VA

Where Certified Financial Advisors in Fairfax County, VA Serve

Fairfax County, located in the Northern Virginia region, is a bustling and diverse area with a plethora of landmarks, top employers, major highways, and neighborhoods worth exploring. From the iconic Tysons Corner Center, one of the largest shopping centers in the country, to the historic Mount Vernon estate, home of the first President of the United States, George Washington, Fairfax County offers a wide range of attractions. The county is home to several major employers, including defense contractor General Dynamics, technology giant Capital One, and healthcare provider Inova Health System. Additionally, the county is a hub for government agencies, with the headquarters of the Central Intelligence Agency (CIA) and the National Reconnaissance Office (NRO) located within its borders. Fairfax County is easily accessible via several major highways, including Interstate 495 (also known as the Capital Beltway), Interstate 66, and Route 50. The county is also served by the Fairfax Connector, a bus system that connects residents to neighboring cities and towns.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fairfax County, VA can benefit greatly from the expertise of a financial advisor. With a median household income of over $120,000, many residents may struggle to manage their finances effectively. A financial advisor can help them create a budget, invest wisely, and plan for retirement. Additionally, with the high cost of living in the area, including housing and transportation expenses, a financial advisor can assist residents in finding ways to save money and make the most of their income. With their knowledge and experience, a financial advisor can provide valuable guidance to help Fairfax County residents achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Fairfax County, VA can benefit greatly from the services of an insurance broker. With the county's high cost of living, an insurance broker can help residents find the most affordable and comprehensive insurance policies for their needs. For example, Fairfax County has one of the highest median household incomes in the nation, which means that residents may have more assets to protect and may need more specialized insurance coverage. An insurance broker can help residents navigate the complex world of insurance and find policies that offer the best protection for their unique circumstances. Additionally, with the county's proximity to Washington, D.C., an insurance broker can help residents understand and navigate the unique insurance requirements of the federal government and its agencies. Overall, an insurance broker can be an invaluable resource for residents of Fairfax County, VA.

Retirement Planning

Residents of Fairfax County, VA can benefit greatly from the services of a retirement planner. With a median household income of over $120,000, many individuals in Fairfax County have a significant amount of wealth to manage and plan for their retirement. A retirement planner can help these individuals create a personalized plan to achieve their financial goals. Additionally, with a high cost of living in the area, a retirement planner can assist residents in navigating the complexities of retirement planning, such as managing healthcare costs and maximizing Social Security benefits. Overall, a retirement planner can provide valuable guidance and peace of mind to residents of Fairfax County, ensuring they are well-prepared for their golden years.

Wealth Management

Residents of Fairfax County, VA can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing personalized investment advice and portfolio management. Fairfax County is known for its high cost of living and affluent population, which means that many residents have significant assets to manage. A wealth manager can help these individuals navigate complex investment strategies and ensure that their portfolios are optimized for their unique financial goals and risk tolerance. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and other financial matters that are particularly relevant to residents of Fairfax County. By working with a wealth manager, residents can feel confident that their finances are in good hands and that they are on track to achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Fairfax County, VA can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex world of home financing, providing guidance on everything from interest rates and loan terms to down payments and closing costs. For residents of Fairfax County, VA, a mortgage loan officer can also provide insight into the local real estate market and help borrowers find the best loan products for their unique needs. With its proximity to Washington, D.C. and its thriving economy, Fairfax County, VA is a desirable place to live, work, and raise a family. A mortgage loan officer can help residents achieve their dreams of homeownership in this dynamic community.

Tax Services

Residents of Fairfax County, VA could benefit from the assistance of a tax advisor in a variety of ways. One of the most common ways is through navigating the complex tax laws and regulations specific to Virginia and Fairfax County. With the county's high median income and property values, residents may face unique tax challenges that require expert advice. Additionally, a tax advisor can help residents maximize deductions and credits, potentially saving them money on their tax bill. With the ever-changing tax landscape, a tax advisor can also keep residents up-to-date on any new tax laws or regulations that may impact their finances. Overall, a tax advisor can provide valuable guidance and support to Fairfax County residents, helping them make informed decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Fairfax County, VA can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist residents of Fairfax County is by helping them create a comprehensive estate plan that takes into account their unique needs and circumstances. This can include drafting wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents of Fairfax County navigate complex state and federal estate tax laws, which can be particularly important in an area with a high cost of living like Northern Virginia. By working with an estate planning lawyer, residents of Fairfax County can have peace of mind knowing that their loved ones will be taken care of in the event of their passing.

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