Find a Financial Advisor 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 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 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

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.

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 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

 

DIXON, HUBARD, FEINOUR & BROWN, INC.

Website

(540) 343-9903

601 S Jefferson Street
Suite 410
Roanoke, VA 24011

SEC#: 801-15740
Years in Business: 41 years

ALLIANCE WEALTH STRATEGIES, LLC

Website

(540) 345-0936

319 Mcclanahan St. Sw

Roanoke, VA 24014

SEC#: 801-117391
Years in Business: 2 years

TAYLOR FINANCIAL GROUP, INC.

Website

(540) 774-7971

3102 Brambleton Avenue., Sw

Roanoke, VA 24018

SEC#: 801-61747
Years in Business: 19 years

BEACON WEALTH CONSULTANTS, INC.

Website

(540) 345-3891

302 Washington Ave. Sw

Roanoke, VA 24016

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

HCO PRIVATE WEALTH

Website

(540) 204-9310

2008 Stephenson Ave
Sw
Roanoke, VA 24014

SEC#: 801-113914
Years in Business: 3 years

INVESTMENT MANAGEMENT CORPORATION

Website

(540) 774-8899

1940 Electric Rd

Roanoke, VA 24018

SEC#: 801-107457
Years in Business: 6 years

UNITED INCOME, INC.

Website

(540) 989-2020

2766 Electric Rd
Suite B
Roanoke, VA 24018

SEC#: 801-111630
Years in Business: 4 years

SOUND INCOME STRATEGIES, LLC

Website

(540) 777-0035

2762 Electric Road
Suite E
Roanoke, VA 24018

SEC#: 801-80425
Years in Business: 7 years

SOUND INCOME STRATEGIES, LLC

Website

(540) 777-0035

2762 Electric Road
Suite E
Roanoke, VA 24018

SEC#: 801-80425
Years in Business: 7 years

 


Roanoke County, VA Financial Advisor FAQs

Roanoke County is located in the Blue Ridge Mountains of Virginia. The county is bounded by the state of West Virginia to the north, Botetourt County to the east, Franklin County to the south, and Montgomery County to the west. The county seat is Salem. The top employer in Roanoke County is Advanced Auto Parts with 1,814 employees and $1.3 billion in annual revenue. Roanoke County is most well-known for its location within the scenic Blue Ridge Mountains. The county is also known for its abundance of outdoor recreational opportunities, including hiking, biking, fishing, and camping. Additionally, Roanoke County features a variety of cultural attractions, including museums and art galleries. You want to work with the best, and that's why we handpick our financial advisors in Roanoke County, VA. Located in the heart of the Blue Ridge, Roanoke County is the result of a rich and varied history. The land itself was scooped out of an ancient mountain range, leaving a large basin of fertile soil at the foot of Appalachia. The county  is still committed to providing a good quality of life and ample opportunity for its 90,000 citizens. The county's major priorities is maintaining excellent schools, guaranteeing effective public safety, and encouraging competitive economic development. Living in this city, financial advisors are essential in ensuring you`re taking the proper steps for your financial future. Find a local one by using the links below!

A few questions you can ask your financial advisor to determine if they're the right fit for you are: What specific products and services will I be able to invest in with my portfolio? How often should we review and update my portfolio? What's your investment philosophy and approach?

Some of the most popular methods for financial advisors to get paid are commission or percentage-based fee.

Solicit references. Talk to friends and family members who have had similar experiences with other advisors in your area for recommendations.

You may feel comfortable with your financial position, but it can be nice to have a personal advocate. A financial advisor is someone who's there to guide you through the many financial decisions that come up in life - everything from savings for retirement or children's college education, purchasing insurance coverage or selecting investments, and more.

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.