Find a Financial Planner in McLean, VA

 

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We Only Work With The Best McLean 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 McLean, VA


  • Financial Advisor Close to McLean, 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 McLean Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the McLean area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
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 McLean can include managing client retirement accounts, investments, tax plans, and more.
24.9% of McLean'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 McLean area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the McLean 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 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 McLean area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the McLean area is generally long-term and performed with the help of a qualified planner. 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 McLean 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 McLean 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 McLean, 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 McLean, VA

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

  • Population: 47,682
  • % of Population 62 Years and Over: 24.9%
  • Average Home Value: $1078,000
  • Average Monthly Housing Cost: $3,241
  • Average Household Income: $296,594
  • 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 McLean, VA


AEGIS FINANCIAL CORPORATION

Website

(703) 528-7788

6862 Elm Street
Suite 830
Mclean, VA 22101

SEC#: 801-46901
Years in Business: 26 years

CHESAPEAKE INVESTMENT MANAGEMENT LLC

Website

(202) 821-1530

1501 Farm Credit Dr.
Suite 2450
Mclean, VA 22102

SEC#: 801-60951
Years in Business: 19 years

FJ CAPITAL MANAGEMENT

Website

(703) 331-5500

1313 Dolley Madison Blvd
Suite 306
Mclean, VA 22101

SEC#: 801-78866
Years in Business: 7 years

BROWN | MILLER WEALTH MANAGEMENT, LLC

Website

(703) 775-4400

8280 Greensboro Drive
Suite 220
Mclean, VA 22102

SEC#: 801-117810
Years in Business: 1 years

INDEPENDENCE WEALTH ADVISORS INC.

Website

(703) 752-6000

6723 Whittier Ave.
Suite 200
Mclean, VA 22101

SEC#: 801-67291
Years in Business: 14 years

SANCHEZ & ZURES, LLC

Website

(703) 349-0330

1750 Tysons Boulevard
Suite 1500
Mclean, VA 22102

SEC#: 801-112872
Years in Business: 3 years

WEST FINANCIAL SERVICES, INC.

Website

(703) 847-2500

2010 Corporate Ridge Road
Ste 530
Mclean, VA 22102

SEC#: 801-64834
Years in Business: 15 years

ALPHA FINANCIAL ADVISORS, LLC

Website

(703) 442-7686

8260 Greensboro Drive
Suite 125
Mclean, VA 22102

SEC#: 801-109007
Years in Business: 4 years

SAGEVEST WEALTH MANAGEMENT

Website

(703) 992-7650

1320 Old Chain Bridge Road
Suite 250
Mclean, VA 22101

SEC#: 801-67703
Years in Business: 14 years

OFS

Website

(703) 905-3300

7950 Jones Branch Drive
Suite 700N
Mclean, VA 22107

SEC#: 801-20076
Years in Business: 37 years