Find a Financial Advisor 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 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 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

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: 7 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: 3 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: 33 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: 2 years

 


Albemarle County, VA Financial Advisor FAQs

Ask your financial advisor how they are paid, what fees they charge, and if there are any retainer or long-term fees.
A good set of skills to find are competencies with IRAs, 401Ks, Financial Planning/Taxes/Estate, Investments Markets (equities), Personal Wealth Management. Look for advisors that specialize in investment practices that are compatible with your goals and risk tolerance levels.
Financial advisors get paid two ways. They get commissions for products they recommend, and they make money if the client's investments pay off.
Financial advisors assist customers in achieving their goals by preparing a financial plan that takes into account short- and long term needs, as well as the customer's risk tolerance. They also provide advice on saving for retirement, coping with taxes, estate planning, insurance coverage, investments and other financial products.