Find a Financial Planner in Roanoke County, VA


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

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We Only Work With The Best Roanoke County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Financial Times,, Forbes, and Barron’s

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Our partners will also never sell proprietary investment products


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


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Roanoke County, VA

  • Financial Advisor Close to Roanoke 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


How Can a CFP® in Roanoke County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Roanoke County 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 planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Roanoke County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
25.0% of Roanoke County'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 Roanoke County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Roanoke County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Roanoke County area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Roanoke County area who determine what breaks are available to you to minimize your tax payments. 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 is a service offered by many financial advisors, planners, and other professionals in the Roanoke County area. Typically, it 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 Roanoke County 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 Roanoke County, VA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Roanoke County, VA

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

  • Population: 93,823
  • % of Population 62 Years and Over: 25%
  • Average Home Value: $203,600
  • Average Monthly Housing Cost: $976
  • Average Household Income: $87,906
  • 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 Roanoke County, VA



(540) 343-9903

601 S Jefferson Street
Suite 410
Roanoke, VA 24011

SEC#: 801-15740
Years in Business: 40 years



(540) 345-0936

319 Mcclanahan St. Sw

Roanoke, VA 24014

SEC#: 801-117391
Years in Business: 1 years



(540) 774-7971

3102 Brambleton Avenue., Sw

Roanoke, VA 24018

SEC#: 801-61747
Years in Business: 18 years



(540) 345-3891

302 Washington Ave. Sw

Roanoke, VA 24016

SEC#: 801-118970
Years in Business: 1 years



(540) 204-9310

2008 Stephenson Ave
Roanoke, VA 24014

SEC#: 801-113914
Years in Business: 2 years



(540) 774-8899

1940 Electric Rd

Roanoke, VA 24018

SEC#: 801-107457
Years in Business: 5 years