Find a Financial Planner in Alexandria, VA

 

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We Only Work With The Best Alexandria 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 Alexandria, VA


  • Financial Advisor Close to Alexandria, 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 Alexandria Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Alexandria area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Alexandria include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
14.2% of Alexandria'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 Alexandria area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Alexandria area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Alexandria area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Alexandria area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 is a service offered by many financial advisors, planners, and other professionals in the Alexandria area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Alexandria area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 157,613
  • % of Population 62 Years and Over: 14.2%
  • Average Home Value: $576,800
  • Average Monthly Housing Cost: $1,880
  • Average Household Income: $135,100
  • 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 Alexandria, VA


MCGINN INVESTMENT MANAGEMENT INC

Website

(703) 548-2555

277 S. Washington Street
Suite 340
Alexandria, VA 22314

SEC#: 801-40578
Years in Business: 29 years

KATZ FAMILY FINANCIAL ADVISORS, LLC

Website

(301) 961-6030

3307 Duke Street

Alexandria, VA 22314

SEC#: 801-81034
Years in Business: 6 years

MCLAUGHLIN RYDER INVESTMENTS, INC.

Website

(703) 684-9222

1421 Prince Street
Suite 200
Alexandria, VA 22314

SEC#: 801-107125
Years in Business: 5 years

UNION STREET PARTNERS LLC

Website

(703) 684-9222

1421 Prince Street
Suite 200
Alexandria, VA 22314

SEC#: 801-72120
Years in Business: 10 years

WESTBOURNE INVESTMENTS, INC.

Website

(703) 294-6880

2121 Eisenhower Ave Ste 605

Alexandria, VA 22314

SEC#: 801-36800
Years in Business: 30 years

DYSON CAPITAL ADVISORS, LLC

Website

(703) 518-6133

201 N. Union Street
Suite 300
Alexandria, VA 22314

SEC#: 801-71649
Years in Business: 10 years

4J WEALTH MANAGEMENT, LLC

Website

(703) 566-9573

320 King St.
Suite 10B
Alexandria, VA 22314

SEC#: 801-113972
Years in Business: 2 years

MONUMENT WEALTH MANAGEMENT

Website

(703) 504-9600

1701 Duke Street
Suite 425
Alexandria, VA 22314

SEC#: 801-76802
Years in Business: 8 years

MOTLEY FOOL WEALTH MANAGEMENT, LLC

Website

(844) 408-4390

2000 Duke Street
Suite 275
Alexandria, VA 22314

SEC#: 801-77616
Years in Business: 8 years

CAMPBELL WEALTH MANAGEMENT, INC.

Website

(703) 535-5300

330 John Carlyle Street
Suite 400
Alexandria, VA 22314

SEC#: 801-71121
Years in Business: 11 years