Find a Financial Planner in Richmond, VA

 

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

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We Only Work With The Best Richmond 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 Richmond, VA


  • Financial Advisor Close to Richmond, 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 Richmond Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Richmond area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Richmond can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
16.3% of Richmond's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Richmond area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Richmond 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 is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Richmond area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Richmond 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 Richmond 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 is a good way to make high-interest debts more manageable. Advisors in the Richmond area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Richmond, 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 Richmond, VA

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

  • Population: 226,622
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $234,800
  • Average Monthly Housing Cost: $1,092
  • Average Household Income: $76,182
  • 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 Richmond, VA


DORSEY, WRIGHT & ASSOCIATES, LLC

Website

(804) 320-8511

3300 W Leigh Street

Richmond, VA 23230

SEC#: 801-29045
Years in Business: 34 years

THOMPSON SIEGEL & WALMSLEY LLC

Website

(804) 353-4500

6641 West Broad Street
Suite 600
Richmond, VA 23230

SEC#: 801-6273
Years in Business: 51 years

CLOSED-END FUND ADVISORS

Website

(804) 288-2482

7204 Glen Forest Drive
Suite #105
Richmond, VA 23226

SEC#: 801-113697
Years in Business: 2 years

ALPHA ADVISORS, LLC

Website

(804) 754-8532

3951 Westerre Parkway
Suite 130
Richmond, VA 23233

SEC#: 801-113120
Years in Business: 3 years

BLUE EDGE CAPITAL, LLC

Website

(804) 673-7401

6641 West Broad Street
Suite 405
Richmond, VA 23230

SEC#: 801-77861
Years in Business: 8 years

COMMONWEALTH RETIREMENT INVESTMENTS LLC

Website

(804) 282-1238

9030 Stony Point Parkway
Suite 580
Richmond, VA 23235

SEC#: 801-108783
Years in Business: 4 years

CARY STREET PARTNERS ASSET MANAGEMENT

Website

(804) 340-8100

901 East Byrd Street
Suite 1001
Richmond, VA 23219

SEC#: 801-110994
Years in Business: 3 years

HEARTWOOD WEALTH ADVISORS, LLC

Website

(804) 269-8711

9020 Stony Point Parkway
Suite 225
Richmond, VA 23235

SEC#: 801-114721
Years in Business: 2 years

LOWE, BROCKENBROUGH & COMPANY, INC.

Website

(804) 288-0404

1802 Bayberry Ct.
Suite 400
Richmond, VA 23226

SEC#: 801-6691
Years in Business: 50 years

MORSE CAPITAL PARTNERS, LLC

Website

(804) 888-7771

8814 Fargo Road

Richmond, VA 23229

SEC#: 801-68819
Years in Business: 13 years