Find a Financial Advisor in New Kent County, VA

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We did the hard work of finding trustworthy partners in New Kent County, VA.

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We Only Work With The Best New Kent County 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 New Kent County, VA


  • Financial Advisor Close to New Kent County, 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 New Kent County, 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 New Kent County, VA

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

  • Population: 21,686
  • % of Population 62 Years and Over: 21.5%
  • Average Home Value: $275,000
  • Average Monthly Housing Cost: $1,278
  • Average Household Income: $101,297
  • 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 New Kent County, VA

 

STRATEGIC EQUITY MANAGEMENT, INC.

Website

(800) 408-2423

11815 Aspengraf Lane
Suite B
New Kent, VA 23124

SEC#: 801-55690
Years in Business: 23 years

 


New Kent County, VA Financial Advisor FAQs

New Kent County is located in the east-central portion of Virginia, about 25 miles south of Richmond. The county occupies an area of 564 square miles. It is bounded on the north by the James River, on the east by the York River, on the south by Charles City County, and on the west by Goochland County. The top employer in New Kent County, Virginia, is the United States Postal Service with 9,100 employees and annual revenue of $6.7 billion. New Kent County is best known for its rich history and Civil War sites. Visitors can explore many of the locations where key battles were fought and learn about the important figures that played a role in the war. The county is also home to several wineries and farms, which offer tours and tastings. You want to work with the best, and that's why we handpick our financial advisors in New Kent County, VA. The Pamunkey River's meanderings define the county's northeast border, while the Chickahominy River's meanderings define the county's southwest border. Financial advisors are essential in making sure you're taking the right steps for your financial future. Check out the links below to route you to financial advisors close by.

If the advisor is paid by commission then they will usually charge a percentage on any funds that are sold. Typically if the advisor is charged with fee-only then there may be payment in advance for many hours of work with no guarantee that anything will happen during those hours.

What are your fees? What are the services that you offer? Do you have experience in my type of business/earnings? How many clients do you currently work with?

It's important to ask the right questions. Be sure to find out if they are licensed and certified, what their experience is like, how long they've been working with clients like yourself, where they currently work, what assets you should tell them about first, and how often they plan on getting in touch with you.

Financial advisors specialize in a person's personal financial goals. The role of a financial advisor is to help their clients plan for specific future events that could be both significant and unpredictable, such as retirement or the cost of healthcare needed in later years.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.