Find a Financial Advisor in Middleburg, VA

 

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We did the hard work of finding trustworthy partners in Middleburg, VA.

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We Only Work With The Best Middleburg 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 Middleburg, VA


  • Financial Advisor Close to Middleburg, 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 Middleburg, 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 Middleburg, VA

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

  • Population: 539
  • % of Population 62 Years and Over: 38.2%
  • Average Home Value: $569,400
  • Average Monthly Housing Cost: $1,250
  • Average Household Income: $101,166
  • 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 Middleburg, VA

 

FOXHALL CAPITAL MANAGEMENT, INC.

Website

(203) 891-8377

2 West Washington Street

Middleburg, VA 20118

SEC#: 801-28763
Years in Business: 34 years

DUDLEY CAPITAL MANAGEMENT LLC

Website

(540) 687-4600

115 The Plains Road
Suite 250
Middleburg, VA 20117

SEC#: 801-108148
Years in Business: 5 years

THE HOERNER PLANNING GROUP, LLC

Website

(540) 687-5090

210 East Federal Street

Middleburg, VA 20117

SEC#: 801-66594
Years in Business: 15 years

AKRE CAPITAL MANAGEMENT, LLC

Website

(540) 687-8923

2 West Marshall Street

Middleburg, VA 20117

SEC#: 801-57156
Years in Business: 21 years

FAIRFAX GLOBAL MARKETS LLC

Website

(203) 891-8377

2 West Washington Street

Middleburg, VA 20118

SEC#: 801-76856
Years in Business: 9 years

LOOMIS, SAYLES & COMPANY, L.P.

Website

(610) 952-4850

107 West Marshall Street

Middleburg, VA 20116

SEC#: 801-170
Years in Business: 44 years

BUCKINGHAM STRATEGIC WEALTH, LLC

Website

(540) 931-9051

112 West Washington
Suite 204
Middleburg, VA 20117

SEC#: 801-67640
Years in Business: 14 years

NORTHWEST FINANCIAL ADVISORS LLC

Website

(703) 810-1072

101 W. Washington Street

Middleburg, VA 20117

SEC#: 801-77994
Years in Business: 8 years

KESTRA PRIVATE WEALTH SERVICES, LLC

Website

(540) 339-3768

4 North Madison Street

Middleburg, VA 20118

SEC#: 801-71936
Years in Business: 10 years

 


Middleburg, VA Financial Advisor FAQs

Here are some questions that will help you evaluate a financial advisor: What are the services offered by your organization? What benefits comes with each service? How do you make your money? Is it commissions or fees? 4. Will I qualify for the discounts offered under the company's 401K plan if my employer does not offer 401K to its employees?
Ask for referrals from friends or colleagues. Call up your bank and ask them to recommend a few options. Search the internet for top financial advisors in Middleburg, Virginia.
Financial advisors cost varies. For example, some financial advisors charge by the hour, some offer a flat fee for an entire job or project, and others offer a per-trade commission. Some financial planners even work on an hourly basis rather than charging an annual fee.
A financial advisor is a person who provides advice and guidance to their clients on finances. It is their responsibility to analyze the client's needs and create a plan for them with accompanying investment services and products tailored to those needs.