Find a Financial Planner in Albemarle County, VA

 

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We did the hard work of finding trustworthy partners in Albemarle County, VA.

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We Only Work With The Best Albemarle County Financial Advisors


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

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Albemarle County, VA


  • Financial Advisor Close to Albemarle County, 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

 

How Can a CFP® in Albemarle County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Albemarle County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Albemarle County can include managing client retirement accounts, investments, tax plans, and more.
21.8% of Albemarle County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Albemarle County area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Albemarle County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Albemarle County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Albemarle County area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Virginia has unique laws defining which actions trigger a taxable event and has the 14th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Albemarle County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Albemarle County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 107,405
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $362,300
  • Average Monthly Housing Cost: $1,272
  • Average Household Income: $113,758
  • 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 Albemarle County, VA


INVESTURE, LLC

Website

(434) 220-0280

455 2nd Street Se
Suite 100
Charlottesville, VA 22902

SEC#: 801-62689
Years in Business: 17 years

HARREN EQUITY PARTNERS, LLC

Website

(434) 245-5800

The Gleason Building
200 Garrett Street, Suite F
Charlottesville, VA 22902

SEC#: 801-74107
Years in Business: 9 years

REDE WEALTH, LLC

Website

(434) 974-3500

600 Peter Jefferson Parkway
Suite 250
Charlottesville, VA 22911

SEC#: 801-80719
Years in Business: 6 years

EMERGENT FINANCIAL SERVICES, LLC.

Website

(434) 260-1690

310 Old Ivy Way Ste 302
Suite 302
Charlottesville, VA 22903

SEC#: 801-114160
Years in Business: 2 years

DARRELL & KING, LLC

Website

(434) 977-7010

410 White Gables Ln

Charlottesville, VA 22903

SEC#: 801-74976
Years in Business: 9 years

OLD DOMINION CAPITAL MANAGEMENT INC.

Website

(434) 977-1550

200 Garrett Street
Suite L
Charlottesville, VA 22902

SEC#: 801-33743
Years in Business: 32 years

MAROTTA WEALTH MANAGEMENT, INC.

Website

(434) 244-0000

1000 Ednam Center
Suite 200
Charlottesville, VA 22903

SEC#: 801-62848
Years in Business: 17 years

A. N. CULBERTSON & COMPANY, INC.

Website

(434) 972-7766

One Boars Head Pointe
Suite 101
Charlottesville, VA 22903

SEC#: 801-43581
Years in Business: 28 years

SOLITUDE FINANCIAL SERVICES, INC.

Website

(434) 218-2201

670 Berkmar Circle
Suite # 1A
Charlottesville, VA 22901

SEC#: 801-117235
Years in Business: 1 years

CORNERSTONE PARTNERS LLC

Website

(434) 296-2300

675 Peter Jefferson Pkwy.
Suite 160
Charlottesville, VA 22911

SEC#: 801-61507
Years in Business: 18 years