Find a Financial Planner in Leesburg, VA

 

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We Only Work With The Best Leesburg 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 Leesburg, VA


  • Financial Advisor Close to Leesburg, 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 Leesburg 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 Leesburg 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 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 Leesburg can include managing client retirement accounts, investments, tax plans, and more.
10.7% of Leesburg'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 Leesburg area can create a custom plan and walk with you each step of the way.
In the Leesburg 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 a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Leesburg area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Leesburg area often offer tax planning services to their clients. 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 Leesburg 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 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 Leesburg 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 Leesburg, 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 Leesburg, VA

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

  • Population: 52,994
  • % of Population 62 Years and Over: 10.7%
  • Average Home Value: $441,400
  • Average Monthly Housing Cost: $1,985
  • Average Household Income: $140,013
  • 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 Leesburg, VA


TOTH FINANCIAL ADVISORY CORP

Website

(703) 443-8684

608 South King Street
Suite 300
Leesburg, VA 20175

SEC#: 801-27662
Years in Business: 34 years

AMJ FINANCIAL WEALTH MANAGEMENT LLC

Website

(703) 466-0477

44160 Scholar Plaza
Suite 350
Leesburg, VA 20176

SEC#: 801-113970
Years in Business: 2 years

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Website

(703) 777-8826

893-A Harrison Street, S.E.

Leesburg, VA 20175

SEC#: 801-55694
Years in Business: 22 years