Best Financial Advisors in Fauquier County, VA

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Fauquier County, VA Fiduciary Financial Advisors

Meridian Financial Partners
SEC File# 801-107287
CRD# 281969

5 out of 5

Location 39 S 4th St, Warrenton, VA 20186, USA
Phone (540) 878-5416
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
ICS Financial

4 out of 5

Location 6479 Main St, The Plains, VA 20198, USA
Phone (703) 378-2900
Sentrix Financial Services
Location 551 Frost Ave, Warrenton, VA 20186, USA
Phone (540) 878-0026
Handford Financial Strategies
Location 28 Blackwell Park Ln #202, Warrenton, VA 20186, USA
Phone (540) 349-0700
Virginia Easement Exchange, LLC
Location 8458 W Main St, Marshall, VA 20115, USA
Phone (540) 364-8071
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About Fauquier County, VA

Fauquier County is located in the Northern Virginia region of the state and is bordered by Prince William County to the south, Rappahannock County to the east, and Warren and Clarke counties to the west. The county seat is Warrenton and it is the largest town in Fauquier County. The population of Fauquier County was 66,057 as of the 2010 census. Some of the most notable landmarks in Fauquier County include The Old Jail Museum, Ben Venue Manor, and Morven Park. Top employers in Fauquier County include The Department of Defense, Fauquier Health, and Inova Fair Oaks Hospital. Major highways and streets in Fauquier County include State Route 15, State Route 29, and U.S. Route 17. Some of the most popular neighborhoods in Fauquier County include The Plains, Marshall, and Bealeton.

Where Certified Financial Advisors in Fauquier County, VA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a wide range of services to their customers, including savings and checking accounts, mortgages, car loans, and credit cards. In addition, banks offer a variety of other services, such as wealth management, insurance products, and investment advice. Banks also provide a number of specialized services to businesses and government organizations.

Insurance Broker

Most Fauquier County, VA residents are not familiar with insurance brokers and the services they provide. Insurance brokers can help Fauquier County, VA residents find the best insurance policies for their needs and budgets. They can also save residents money on their premiums.

Retirement Planning

Fauquier County, VA is a great place to retire. It has all the amenities of a major city but with a small-town feel. There are plenty of golf courses and parks, and the people are friendly and welcoming.However, even in a great place to retire like Fauquier County, VA, there are some things you need to think about before you make the leap into retirement. One of those things is your financial security. How will you pay for your retirement years? That's where a good financial advisor comes in handy. They can help you figure out how much money you'll need each month to cover your costs and make sure you have enough saved up to last for as long as you plan to live in retirement.

Wealth Management

Wealth management is a process that helps individuals and families develop and implement a plan to grow, protect, and transfer their wealth. While the term "wealth management" typically conjures up images of high-net-worth individuals, the truth is that everyone can benefit from this type of planning. In Fauquier County, VA, there are many residents who could benefit from wealth management services. For example, many people in the area have saved for retirement but may not have planned for other life events such as disability or long-term care. Wealth management can help these people create a plan that will ensure they have enough money to live comfortably throughout their retirement years. Wealth management can also help people who are approaching retirement age save money on taxes. By taking advantage of certain tax breaks and investing in specific types of assets, retirees can minimize the amount of money they owe Uncle Sam each year. Overall, wealth management can be an extremely helpful tool for anyone looking to protect their hard-earned assets and ensure a comfortable future.

Estate Planning Lawyer

Estate planning lawyers can help Fauquier County, VA residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed according to your wishes after you die. They can also help you set up guardianships for your children and manage your estate during your lifetime. If you're interested in protecting your family and ensuring that they are taken care of after you're gone, estate planning is a must.

Mortgage Loan Officer

Mortgage loan officers are in a unique position to help Fauquier County, VA residents. Mortgage loan officers can provide valuable insight into the home-buying process and can assist with securing a mortgage that best suits the needs of the individual. In addition, mortgage loan officers can provide referrals to other professionals who may be able to help with the home-buying process, such as real estate agents and attorneys.

Tax Services

Tax accountants can help Fauquier County, VA residents by preparing and filing their tax returns. They can also help residents understand their tax obligations and file any necessary paperwork with the IRS. Tax accountants can also provide advice on how to reduce your tax burden, and they may be able to offer assistance in the event of an audit.


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