Find a Financial Advisor in Springfield, VA

 

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

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We Only Work With The Best Springfield 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 Springfield, VA


  • Financial Advisor Close to Springfield, 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 Springfield, 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 Springfield, VA

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

  • Population: 32,222
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $468,400
  • Average Monthly Housing Cost: $2,159
  • Average Household Income: $117,816
  • 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 Springfield, VA

 

WEALTHCREST FINANCIAL SERVICES, LLC

Website

(703) 372-1717

7880 Backlick Road
Suite One
Springfield, VA 22150

SEC#: 801-110730
Years in Business: 4 years

NATIONWIDE SECURITIES, LLC

Website

(703) 635-7582

7210 Old Keene Hill Rd Ste 200A

Springfield, VA 22150

SEC#: 801-69260
Years in Business: 13 years

NAVY FEDERAL BROKERAGE SERVICES, LLC

Website

(877) 221-8108

6225 Brandon Ave., Ste. 140

Springfield, VA 22150

SEC#: 801-68067
Years in Business: 14 years

 


Springfield, VA Financial Advisor FAQs

There are a number of ways financial advisors get paid. Typically, they'll either charge an annual fee for advice and access to their network, or they may take another percentage of a customer's assets in a commission agreement.
It is important to find an advisor who specializes in your field of business, work experience, and personal goals. This is because each person has different needs; it helps to consult with someone who can cater specifically to you. Ask for referrals from friends and family members when getting started. Make sure the advisor you are considering is registered with their state's licensing agency if one exists.
Be sure to find an advisor who will work specifically with your particular needs. But before you start asking for referrals from friends or family members, there are a number of things that you should think about first; what industry associations they belong to; if they have any reported complaints against them filed with the Financial Industry Regulatory Authority (FINRA).
The decision to hire a financial advisor is an individualized choice, and some people do require outside help. A lot of people won't feel comfortable handling their finances on their own, especially if they're just starting out in the workforce with major expenses ahead of them such as paying for higher education or saving for retirement. In these cases, its usually best to meet with a specialist that can provide what you need on a more personal level than just information from books and online resources.