Find a Financial Advisor in Fredericksburg, VA

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We Only Work With The Best Fredericksburg 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 Fredericksburg, VA


  • Financial Advisor Close to Fredericksburg, 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 Fredericksburg, 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 Fredericksburg, VA

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

  • Population: 28,622
  • % of Population 62 Years and Over: 13.4%
  • Average Home Value: $371,800
  • Average Monthly Housing Cost: $1,320
  • Average Household Income: $89,208
  • 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 Fredericksburg, VA

 

PBMARES WEALTH MANAGEMENT LLC

Website

(540) 371-3566

725 Jackson Street
Suite 210
Fredericksburg, VA 22401

SEC#: 801-62425
Years in Business: 18 years

 


Fredericksburg, VA Financial Advisor FAQs

The City of Fredericksburg is located in the Commonwealth of Virginia. It is positioned about 50 miles southwest of Washington, D.C. and 100 miles north of Richmond, VA. The Rappahannock River forms the city's eastern boundary while the Massaponax Creek marks its western edge. The top employer in Fredericksburg, Virginia is Spotsylvania Regional Medical Center with 1,600 employees and annual revenue of $252 million. Fredericksburg, Virginia is best known for its rich history and culture. There are many museums and historical sites in the area that visitors can explore. The city also has a vibrant arts scene, with many galleries and performance venues. Additionally, Fredericksburg is a great place to enjoy nature, with plenty of hiking and biking trails nearby. You want to work with the best, and that's why we handpick our financial advisors in Fredericksburg, VA. Fredericksburg, home to Central Park, is a city in the Commonwealth of Virginia in the United States. It lies near the point where the Rappahannock River meets the Atlantic Seaboard's fall line. For statistical purposes, the United States Department of Commerce's Bureau of Economic Analysis merges Fredericksburg with nearby Spotsylvania County. Financial advisors are essential in making sure you're taking the right steps for your financial future. Find a local one by using the links below!

Why should I choose you? What are your qualifications? How long have you been in the industry?

Financial advisors are often compensated through commission, trades, fees, and proprietary products.

Look for advisors that have the highest credentials in the industry so they can offer quality service at competitive rates, as well as those who are accessible, no matter the time of day or location.

Hiring an impartial financial advisor can be so beneficial because they are educated in all aspects of financial planning and can help you on your journey toward building wealth. They'll also guide you on how to avoid the many pitfalls that lurk for those on their way to investing success.

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.