Find a Financial Planner in Falls Church, VA

 

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We Only Work With The Best Falls Church 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 Falls Church, VA


  • Financial Advisor Close to Falls Church, 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 Falls Church 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 Falls Church area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Falls Church typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
16.3% of Falls Church's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Falls Church area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
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 Falls Church 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 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 Falls Church area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Falls Church area is generally long-term and performed with the help of a qualified planner. 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 Falls Church 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Falls Church area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 14,128
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $804,800
  • Average Monthly Housing Cost: $2,298
  • Average Household Income: $181,261
  • 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 Falls Church, VA


REMBERT PENDLETON JACKSON

Website

(703) 821-6655

7647 Leesburg Pike

Falls Church, VA 22043

SEC#: 801-117848
Years in Business: 1 years

AZZAD ASSET MANAGEMENT, INC.

Website

(703) 207-7005

3141 Fairview Park Drive
Suite 355
Falls Church, VA 22042

SEC#: 801-57871
Years in Business: 20 years

CAMPION ASSET MANAGEMENT, LLC

Website

(703) 828-1137

3141 Fairview Park Drive
Suite 310
Falls Church, VA 22042

SEC#: 801-64285
Years in Business: 15 years

D'ORAZIO & ASSOCIATES, INC.

Website

(703) 269-3100

7600 Leesburg Pike
Suite 460 East
Falls Church, VA 22043

SEC#: 801-63706
Years in Business: 16 years

HEMINGTON WEALTH MANAGEMENT

Website

(703) 828-2479

7651 Leesburg Pike

Falls Church, VA 22043

SEC#: 801-78557
Years in Business: 7 years

WASHINGTON WEALTH ADVISORS, LLC

Website

(703) 584-2700

300 North Washington Street
Suite 101
Falls Church, VA 22046

SEC#: 801-110265
Years in Business: 4 years

SOLOMON HESS CAPITAL MANAGEMENT

Website

(703) 356-3333

431 Park Avenue
Suite 401
Falls Church, VA 22046

SEC#: 801-73744
Years in Business: 9 years