Find a Financial Advisor in Alexandria, VA

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We did the hard work of finding trustworthy partners 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 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 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

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: 30 years

KATZ FAMILY FINANCIAL ADVISORS, LLC

Website

(301) 961-6030

3307 Duke Street

Alexandria, VA 22314

SEC#: 801-81034
Years in Business: 7 years

MCLAUGHLIN RYDER INVESTMENTS, INC.

Website

(703) 684-9222

1421 Prince Street
Suite 200
Alexandria, VA 22314

SEC#: 801-107125
Years in Business: 6 years

UNION STREET PARTNERS LLC

Website

(703) 684-9222

1421 Prince Street
Suite 200
Alexandria, VA 22314

SEC#: 801-72120
Years in Business: 11 years

WESTBOURNE INVESTMENTS, INC.

Website

(703) 294-6880

2121 Eisenhower Ave Ste 605

Alexandria, VA 22314

SEC#: 801-36800
Years in Business: 31 years

DYSON CAPITAL ADVISORS, LLC

Website

(703) 518-6133

201 N. Union Street
Suite 300
Alexandria, VA 22314

SEC#: 801-71649
Years in Business: 11 years

4J WEALTH MANAGEMENT, LLC

Website

(703) 566-9573

320 King St.
Suite 10B
Alexandria, VA 22314

SEC#: 801-113972
Years in Business: 3 years

MONUMENT WEALTH MANAGEMENT

Website

(703) 504-9600

1701 Duke Street
Suite 425
Alexandria, VA 22314

SEC#: 801-76802
Years in Business: 9 years

MOTLEY FOOL WEALTH MANAGEMENT, LLC

Website

(844) 408-4390

2000 Duke Street
Suite 275
Alexandria, VA 22314

SEC#: 801-77616
Years in Business: 9 years

 


Alexandria, VA Financial Advisor FAQs

Alexandria is a city in the United States of America's Commonwealth of Virginia. The Potomac River runs through Alexandria on the east, Arlington County on the north and northwest, and Fairfax County on the south. United States Department of Defense is the top employer in Alexandria. It has a total of 11,050 people in the organization. Major publications such as Southern Living, National Geographic Explorer, and Travel Leisure have repeatedly listed or nominated Alexandria as one of the beautiful cities, happiest cities, best cities in the south, and best boutique shopping, among a variety of other categories, over the years. We make sure to only point you to the best finest financial advisors in Alexandria, VA which is located along the western bank of the Potomac River and is roughly about 7 miles south of downtown Washington, D.C. Its boundaries are Potomac River in the east, Arlington County in the north and northwest, and Fairfax County in the south. Take a look at the links we have below if you are in need of financial advisors nearby.

There are two ways financial planners charge for their service; the first is by the hour, and the second is by a retainer. For hourly rates, you can expect to pay anywhere from $100-$250 per hour. Meanwhile if you choose to pay on a retainer basis, there are three different types of fees to consider: Hourly Deals, Set Monthly Fees, and Set Quarterly Fees.

Generally speaking, financial advisors are paid on either asset management fees (a fixed percentage deducted from the total gross earnings of your account) or on commission sales.

One factor to consider is the niche the advisor falls into. Some may specialize in Retirement Income Strategies for Baby Boomers, others may focus on Asset Management Strategies, and some focus on Hands-on Advice for Busy Women Entrepreneurs just starting out. Choose one that suits your needs best!

Financial advisors help investors by organizing and understanding their investments. Financial advisors offer advice on how to invest money, as well as prepare needed paperwork such as tax returns and completing transactions such as purchasing stocks for a client's account.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.