Find a Financial Advisor in Abingdon, VA

 

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We Only Work With The Best Abingdon Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Abingdon, VA


  • Financial Advisor Close to Abingdon, VA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Abingdon, VA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Abingdon, VA

We evaluated over 13,000 RIA firms to bring you the best of the best Abingdon financial advisors.
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How Retirement-Friendly is Abingdon, VA?

  • Population: 7,960
  • % of Population 62 Years and Over: 26.5%
  • Average Home Value: $184,600
  • Average Monthly Housing Cost: $701
  • Average Household Income: $69,105
  • Virginia Total Tax Burden: 7.86% (14th Lowest in U.S.)
  • Virginia Property Tax: 2.93% (22nd Highest in U.S.)
  • Virginia Individual Income Tax: 2.87% (11th Highest in U.S.)
  • Virginia Sales and Excise Tax: 2.06% (6th Lowest in U.S.)



The Top Financial Advisor Firms in Abingdon, VA

 

CONCORD WEALTH PARTNERS

Website

(276) 628-5910

955 West Main Street

Abingdon, VA 24210

SEC#: 801-79249
Years in Business: 7 years

CONCORD ASSET MANAGEMENT, LLC

Website

(276) 628-5910

955 West Main Street

Abingdon, VA 24210

SEC#: 801-119737
Years in Business: 1 years

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Website

(276) 628-2814

143 West Main Street

Abingdon, VA 24210

SEC#: 801-64239
Years in Business: 16 years

DAVENPORT & COMPANY LLC

Website

(276) 274-8277

153 West Main Street
Suite 100
Abingdon, VA 24210

SEC#: 801-13057
Years in Business: 44 years

VALUES FIRST ADVISORS, INC.

Website

(877) 832-3847

1007-B West Main Street

Abingdon, VA 24210

SEC#: 801-70391
Years in Business: 12 years

SOUTHLAND EQUITY PARTNERS, LLC.

Website

(423) 646-3006

17189 Lee Highway

Abingdon, VA 24210

SEC#: 801-71977
Years in Business: 11 years

SOUTHLAND EQUITY PARTNERS, LLC.

Website

(423) 646-3006

17189 Lee Highway

Abingdon, VA 24210

SEC#: 801-71977
Years in Business: 11 years

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Website

(276) 628-2814

143 West Main Street

Abingdon, VA 24210

SEC#: 801-64239
Years in Business: 16 years

INFINEX INVESTMENTS, INC.

Website

(716) 628-2543

350 West Main Street

Abingdon, VA 24210

SEC#: 801-67242
Years in Business: 15 years

 


Abingdon, VA Financial Advisor FAQs

Yes. A financial advisor is somebody who will help you make good decisions with your money by teaching you about things like saving, smart investing and how to create a retirement plan.
A financial advisor will charge a monthly fee to provide investment advice, such as low-cost 401ks and Roth retirement accounts. Each advisor has their own fee structure depending on the services they offer.
The first thing to do when choosing a financial advisor in Glendale, California is identifying your goals. The best way to do this is to assemble all of the information you have about what you are investing for and take time to actually think through your end goal.
You should get a financial advisor when you're comfortable with the level of risk you're taking on. The most common time to get a financial planner is before starting retirement, because by that point your assets and retirements options are largely set.