Find a Financial Planner 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.

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 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

 

How Can a CFP® in Roanoke Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Roanoke area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Roanoke is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
19.7% of Roanoke'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 area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Roanoke area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Roanoke area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Roanoke 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 involves working with an attorney or financial advisor in the Roanoke 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Roanoke area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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: 1 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: 2 years

INVESTMENT MANAGEMENT CORPORATION

Website

(540) 774-8899

1940 Electric Rd

Roanoke, VA 24018

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