Find a Financial Planner in Fairfax County, VA

 

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

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We Only Work With The Best Fairfax 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 Fairfax County, VA


  • Financial Advisor Close to Fairfax 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 Fairfax County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Fairfax County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Fairfax County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
16.5% of Fairfax 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 Fairfax County area can create a custom plan and walk with you each step of the way.
In the Fairfax County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Fairfax County 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 Fairfax County 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 involves working with an attorney or financial advisor in the Fairfax County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 Fairfax 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 Fairfax 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 Fairfax County, VA

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

  • Population: 1145,862
  • % of Population 62 Years and Over: 16.5%
  • Average Home Value: $561,100
  • Average Monthly Housing Cost: $2,110
  • Average Household Income: $157,726
  • 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 Fairfax County, VA


AEGIS FINANCIAL CORPORATION

Website

(703) 528-7788

6862 Elm Street
Suite 830
Mclean, VA 22101

SEC#: 801-46901
Years in Business: 27 years

CHESAPEAKE INVESTMENT MANAGEMENT LLC

Website

(202) 821-1530

1501 Farm Credit Dr.
Suite 2450
Mclean, VA 22102

SEC#: 801-60951
Years in Business: 19 years

FJ CAPITAL MANAGEMENT

Website

(703) 331-5500

1313 Dolley Madison Blvd
Suite 306
Mclean, VA 22101

SEC#: 801-78866
Years in Business: 7 years

BROWN | MILLER WEALTH MANAGEMENT, LLC

Website

(703) 775-4400

8280 Greensboro Drive
Suite 220
Mclean, VA 22102

SEC#: 801-117810
Years in Business: 1 years

INDEPENDENCE WEALTH ADVISORS INC.

Website

(703) 752-6000

6723 Whittier Ave.
Suite 200
Mclean, VA 22101

SEC#: 801-67291
Years in Business: 14 years

SANCHEZ & ZURES, LLC

Website

(703) 349-0330

1750 Tysons Boulevard
Suite 1500
Mclean, VA 22102

SEC#: 801-112872
Years in Business: 3 years

WEST FINANCIAL SERVICES, INC.

Website

(703) 847-2500

2010 Corporate Ridge Road
Ste 530
Mclean, VA 22102

SEC#: 801-64834
Years in Business: 15 years

ALPHA FINANCIAL ADVISORS, LLC

Website

(703) 442-7686

8260 Greensboro Drive
Suite 125
Mclean, VA 22102

SEC#: 801-109007
Years in Business: 4 years

SAGEVEST WEALTH MANAGEMENT

Website

(703) 992-7650

1320 Old Chain Bridge Road
Suite 250
Mclean, VA 22101

SEC#: 801-67703
Years in Business: 14 years

OFS

Website

(703) 905-3300

7950 Jones Branch Drive
Suite 700N
Mclean, VA 22107

SEC#: 801-20076
Years in Business: 37 years