Find a Financial Planner in Norfolk, VA

 

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

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We Only Work With The Best Norfolk 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 Norfolk, VA


  • Financial Advisor Close to Norfolk, 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 Norfolk Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Norfolk area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Norfolk, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
13.7% of Norfolk's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Norfolk area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Norfolk area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Norfolk area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Norfolk 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 Norfolk 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 Norfolk 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 Norfolk, 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 Norfolk, VA

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

  • Population: 244,601
  • % of Population 62 Years and Over: 13.7%
  • Average Home Value: $209,200
  • Average Monthly Housing Cost: $1,153
  • Average Household Income: $72,315
  • 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 Norfolk, VA


WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Website

(757) 623-3676

150 West Main Street
Ste 1700
Norfolk, VA 23510

SEC#: 801-37972
Years in Business: 30 years

COURAGE MILLER PARTNERS, LLC

Website

(757) 390-3100

World Trade Center
101 W. Main Street, Suite 720
Norfolk, VA 23510

SEC#: 801-69242
Years in Business: 12 years

SIGNATURE FAMILY WEALTH ADVISORS

Website

(757) 625-7670

World Trade Center
101 West Main Street, Suite 700
Norfolk, VA 23510

SEC#: 801-47290
Years in Business: 26 years

WEALTHWAY FINANCIAL ADVISORS

Website

(757) 456-2200

440 Monticello Ave, Suite 1620

Norfolk, VA 23510

SEC#: 801-113051
Years in Business: 3 years

PALLADIUM REGISTERED INVESTMENT ADVISORS

Website

(757) 305-1500

999 Waterside Drive
Suite 1000
Norfolk, VA 23510

SEC#: 801-68408
Years in Business: 13 years

NORTON CAPITAL MANAGEMENT, INC.

Website

(757) 623-1200

440 Monticello Avenue
Suite 1610
Norfolk, VA 23510

SEC#: 801-111866
Years in Business: 3 years

LAFAYETTE ADVISORS LLC

Website

(757) 623-3676

150 West Main Street
Suite 1700
Norfolk, VA 23510

SEC#: 801-77128
Years in Business: 8 years

HARBOR GROUP INTERNATIONAL, LLC

Website

(757) 640-0800

999 Waterside Drive
Suite 2300
Norfolk, VA 23510

SEC#: 801-108747
Years in Business: 4 years