Find a Financial Advisor in Salem, VA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Salem 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 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 Salem, VA


  • Financial Advisor Close to Salem, 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 Salem, 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 Salem, VA

We evaluated over 13,000 RIA firms to bring you the best of the best Salem financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Salem, VA?

  • Population: 25,317
  • % of Population 62 Years and Over: 23.2%
  • Average Home Value: $187,200
  • Average Monthly Housing Cost: $932
  • Average Household Income: $78,216
  • 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 Salem, VA

 

PARTNERS IN FINANCIAL PLANNING, LLC

Website

(540) 444-2930

421 South College Avenue

Salem, VA 24153

SEC#: 801-70754
Years in Business: 11 years

SEQUENT PLANNING, LLC

Website

(540) 380-8335

2820 Keagy Road

Salem, VA 24153

SEC#: 801-113971
Years in Business: 3 years

CL WEALTH MANAGEMENT LLC

Website

(540) 404-4684

112 West Main St.

Salem, VA 24153

SEC#: 801-72701
Years in Business: 10 years

CL WEALTH MANAGEMENT LLC

Website

(540) 404-4684

112 West Main St.

Salem, VA 24153

SEC#: 801-72701
Years in Business: 10 years

CL WEALTH MANAGEMENT LLC

Website

(540) 404-4684

112 West Main St.

Salem, VA 24153

SEC#: 801-72701
Years in Business: 10 years

SEQUENT PLANNING, LLC

Website

(540) 380-8335

2820 Keagy Road

Salem, VA 24153

SEC#: 801-113971
Years in Business: 3 years

 


Salem, VA Financial Advisor FAQs

Do your research, ask for referrals from friends or family, and do some web searches on their background. It's also important how much of yourself do they want--and what kind of fees are they asking?
Financial advisors provide clients with recommendations, guidance and analysis in order to make prudent financial decisions and help them in achieving their goals.
If you want to find an advisor that will properly suit your needs, the best way is to first do a consultation with at least 5 advisors and then choose one based on their professional philosophy and personal approach.
Financial advisors can help with budgeting and retirement planning as well as recommend investments appropriate for your age, risk tolerance, and financial goals. A certified financial planner (CFP) is a person who brings to the table long term expertise in financial planning relevant to one's client's lifestyle and aims to provide advice on how best to achieve those goals.