Find a Financial Advisor in Frederick County, VA

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

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We Only Work With The Best Frederick 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


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


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 Frederick County, VA

  • Financial Advisor Close to Frederick 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 Frederick County, VA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Frederick County, VA

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

  • Population: 86,415
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $261,000
  • Average Monthly Housing Cost: $1,207
  • Average Household Income: $93,707
  • 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 Frederick County, VA




(185) 532-7427

640-111 Warrior Drive

Stephens City, VA 22655

SEC#: 801-77440
Years in Business: 9 years


Frederick County, VA Financial Advisor FAQs

The county is located in the Shenandoah Valley of Virginia. The county seat is located in the city of Fredericktown. The eastern border of the county is located in the Blue Ridge Mountains. The western border of the county is located on Massanutten Mountain. The northern border of the county is located on the Potomac River. The southern border of the county is located on the North Fork of the Shenandoah River. The top employer in Frederick County, Virginia is the Department of Defense. They have over 12,000 employees and annual revenue of over $4.5 billion. Many people know Frederick County, Virginia for its Civil War history. The county is home to many important battle sites, including the Battle of Antietam. Frederick County is also known for its agriculture and natural beauty. The county has a number of parks and trails that are popular with hikers and nature lovers. You want to work with the best, and that's why we handpick our financial advisors in Frederick County, which is part of the Winchester, VA-WV Metropolitan Statistical Area, which is also part of the Washington-Baltimore-Northern Virginia, DC-MD-VA-WV-PA Combined Statistical Area. The Winchester area, known as the town that changed hands over 70 times during the Civil War, is home to battlefields, museums, and the yearly Battle of Cedar Creek Reenactment. National Park Service Rangers often give free programs at Cedar Creek & Belle Grove National Historical Park. Financial advisors are in high demand in Frederick County, and you'll want to discover one who can assist you with managing your finances. Consult the list below to find a financial advisor in your area!

The fee that financial advisors are typically compensated is called the "fee-based" fee. Firms may also compensate their agents on commission, salary, or a combination of both.

What kind of services do you offer? An investor is often more focused on one area of the financial world than another. Some people are primarily interested in planning for retirement, while others want to learn how they can grow their wealth by investments. Every client is going to have a slightly different set of questions based on their personal needs and goals.

The first thing someone must do is identify what their personal situation, objectives, and risk tolerance are. There's no one size or style that fits all; many styles may be appropriate depending on the client.

Most of all, your advisor will work to ensure that you're taking the most advantage of opportunities which is essential in today's competitive and volatile financial environment. Your advisor may also specialize in areas such as bank financing or retirement planning.

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.