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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.

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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

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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 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

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.)


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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: 35 years

AMJ FINANCIAL WEALTH MANAGEMENT LLC

Website

(703) 466-0477

44160 Scholar Plaza
Suite 350
Leesburg, VA 20176

SEC#: 801-113970
Years in Business: 3 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: 23 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(703) 779-9750

212 E. Market Street

Leesburg, VA 20176

SEC#: 801-80067
Years in Business: 7 years

CHURCHILL MANAGEMENT CORP

Website

(703) 999-1928

43535 Butler Place

Leesburg, VA 20176

SEC#: 801-4211
Years in Business: 55 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(703) 779-9750

212 E. Market Street

Leesburg, VA 20176

SEC#: 801-80067
Years in Business: 7 years

YHB WEALTH ADVISORS, LLC

Website

(703) 840-0702

608 South King Street
Suite 200
Leesburg, VA 20177

SEC#: 801-120661
Years in Business: 1 years

CHURCHILL MANAGEMENT CORP

Website

(703) 999-1928

43535 Butler Place

Leesburg, VA 20176

SEC#: 801-4211
Years in Business: 55 years

MADISON FINANCIAL ADVISORS, LTD

Website

(703) 669-6234

101 Wirt Street, Sw

Leesburg, VA 20175

SEC#: 801-60390
Years in Business: 20 years

 


Leesburg, VA Financial Advisor FAQs

Leesburg is the county seat of Virginia's Loudoun County. Leesburg is located northeast of Loudoun County's center. Loudoun County Public Schools is considered the top employer in Leesburg. It employs more than 1000 people. Today, Loudoun County's administration and economy are centered in Leesburg. The Historic District of the Town was listed on the National Register of Historic Places in 1970 and is considered one of Virginia's best-preserved and most picturesque downtowns. Choose from a variety of financial advisory services in Leesburg, VA, the county seat of Loudoun County and is situated at the base of Catoctin Mountain and is adjacent to the Potomac River, 33 miles northwest of Washington, D.C. It was named for the Lee Family, the early leaders of the town and ancestors of Robert E. Lee. It was a place for important federal documents evacuated from Washington, D.C. Check out the list below to see financial advisors working close to the area.

It is important to have someone manage your finances to make sure that they are always in good shape. Financial advisors help you to understand how different investments may affect your retirement goals or other long-term savings goals. They will provide guidance about changing goals and needs over the course of a lifetime.

A financial advisor helps with budgets, tax planning, retirement planning, or estate planning to help you be prepared for the future. This involves studying your current financial situation alongside balancing your investments and managing other expenses.

It’s important to have someone who will understand your risk tolerance and objectives in order to safely invest your wealth for you or guide you in planning out changes in tax implications, insurance needs, and others. Don’t be afraid of number-crunching. Do some research online, talk to friends/family that may use the services of an advisor and retain one that will work best with what you want and can afford.

A typical professional might charge 1-2% of the balance in your portfolio per year, but you can find advisors for less if they're not licensed or experienced.


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