Find a Financial Planner in Glen Allen, VA

 

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We Only Work With The Best Glen Allen 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 Glen Allen, VA


  • Financial Advisor Close to Glen Allen, 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 Glen Allen Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Glen Allen area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Glen Allen can include managing client retirement accounts, investments, tax plans, and more.
20.1% of Glen Allen'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 Glen Allen area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Glen Allen area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Glen Allen area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Glen Allen 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Glen Allen area, 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Glen Allen area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Glen Allen, 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 Glen Allen, VA

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

  • Population: 15,488
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $249,400
  • Average Monthly Housing Cost: $1,294
  • Average Household Income: $98,089
  • 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 Glen Allen, VA


CLARIS FINANCIAL, LLC

Website

(804) 935-3000

4510 Cox Rd.
Suite 302
Glen Allen, VA 23060

SEC#: 801-115295
Years in Business: 1 years

THE MAIN STREET GROUP

Website

(804) 270-4470

4510 Cox Road
Suite 102
Glen Allen, VA 23060

SEC#: 801-113192
Years in Business: 3 years

KINLOCH CAPITAL, LLC

Website

(804) 956-4550

4801 Cox Road
Suite 200
Glen Allen, VA 23060

SEC#: 801-115239
Years in Business: 2 years

CAPITOL SECURITIES MANAGEMENT, INC.

Website

(888) 612-1484

100 Concourse Blvd
Suite 101
Glen Allen, VA 23059

SEC#: 801-41033
Years in Business: 29 years

MILLENNIUM ADVISORY SERVICES, INC.

Website

(804) 346-1040

5340 Twin Hickory Road

Glen Allen, VA 23059

SEC#: 801-80969
Years in Business: 6 years

THE CAPITAL MANAGEMENT CORPORATION

Website

(804) 270-4000

4101 Cox Road
Suite 110
Glen Allen, VA 23060

SEC#: 801-13252
Years in Business: 43 years