Find a Financial Advisor in Roanoke, VA

 

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

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We Only Work With The Best Roanoke 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, VA


  • Financial Advisor Close to Roanoke, 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, 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, VA

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

  • Population: 99,229
  • % of Population 62 Years and Over: 19.7%
  • Average Home Value: $135,500
  • Average Monthly Housing Cost: $847
  • Average Household Income: $60,914
  • 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, 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: 40 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: 18 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: 5 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: 6 years

SOUND INCOME STRATEGIES, LLC

Website

(540) 777-0035

2762 Electric Road
Suite E
Roanoke, VA 24018

SEC#: 801-80425
Years in Business: 6 years

 


Roanoke, VA Financial Advisor FAQs

Get a detailed answer on what is included in their financial planning services. Some financial advisors only provide retirement planning services. Some also cover all areas of financial planning.
Financial advisors charge different rates, depending on their qualifications and services. For example, an advice offerer might charge an hourly fee (which could range from $75-$150) or a flat fee ($400-$750), while some offer packages for a set amount of hours ($1,000).
A financial advisor can help you create a plan that will suit your lifestyle and goals. It's really important to get professional advice from someone that knows your situation before making any big decisions.
Reviews from previous clients are also a helpful gauge of how the advisor interacts with clients. Consider checking references if they would be open as well as attendance at seminars or workshops sponsored by professional organizations in finance.