Find a Financial Advisor in McLean, VA

 

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We did the hard work of finding trustworthy partners 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 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 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

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: 27 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: 16 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

 


McLean, VA Financial Advisor FAQs

A financial advisor can help you by providing you with some of the resources necessary to achieve your personal goals. They are specialized in understanding the complexities of money better than most professionals simply because they have studied it for years.
Financial Advisors are paid by various means depending on the firm they work for, their line of specialization, and the particular services rendered. Some advisors earn commissions based on what is sold or exchanged, others earn fees (rather than commissions) again depending upon the nature of the product or service involved.
Yes. Investing is one of the most daunting things to do in life because, fundamentally, it's gambling with money. There are principles and generalizations which you can apply but the bottom line is that there are no guarantees in this game. That's why you need professional help when it comes to managing your finances.
You will need to inquire about their experience, education and designations. Although many advisors possess one or more of these, it is important to note that not all qualifications are equal so you should take the time to evaluate what they mean in comparison to your needs.