Find a Financial Advisor 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 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 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

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: 31 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: 13 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: 27 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: 14 years

NORTON CAPITAL MANAGEMENT, INC.

Website

(757) 623-1200

440 Monticello Avenue
Suite 1610
Norfolk, VA 23510

SEC#: 801-111866
Years in Business: 4 years

LAFAYETTE ADVISORS LLC

Website

(757) 623-3676

150 West Main Street
Suite 1700
Norfolk, VA 23510

SEC#: 801-77128
Years in Business: 9 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

PBMARES WEALTH MANAGEMENT LLC

Website

(757) 627-4644

150 Boush Street
Suite 400
Norfolk, VA 23510

SEC#: 801-62425
Years in Business: 18 years

 


Norfolk, VA Financial Advisor FAQs

Financial advisors help people with their investments, insurance, tax issues and estate planning.
Depending on the type of financial advisor you are speaking to, some charge service fees or a percentage of assets. Others provide advice in exchange for payment, including commissions or performance payouts for shares traded.
This is a very important decision. The truth behind financial advisors is that you need to be looking for advice and not just someone to blindly invest your money in their own investments or someone else's investment opportunities.
Financial advisors are measured by what they do for their clients, but also how much that work benefits the advisor financially. Investors can use these factors when evaluating which financial advisor to leverage in order to make the right choice when it comes choosing who would be best for them based on their investment style and risk comfort level.