Find a Financial Advisor in Virginia Beach, VA

 

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

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We Only Work With The Best Virginia Beach 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 Virginia Beach, VA


  • Financial Advisor Close to Virginia Beach, 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 Virginia Beach, 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 Virginia Beach, VA

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

  • Population: 450,201
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $279,000
  • Average Monthly Housing Cost: $1,463
  • Average Household Income: $96,936
  • 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 Virginia Beach, VA

 

SPECTRUM FINANCIAL INC

Website

(757) 463-7600

272 Bendix Road, Ste 600

Virginia Beach, VA 23452

SEC#: 801-33311
Years in Business: 33 years

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Website

(757) 963-1823

4460 Corporation Lane
Suite 180
Virginia Beach, VA 23462

SEC#: 801-119854
Years in Business: 1 years

MONACO CAPITAL MANAGEMENT, LLC

Website

(757) 333-7676

448 Viking Drive
Suite 230
Virginia Beach, VA 23452

SEC#: 801-118695
Years in Business: 1 years

TONER ASSET MANAGEMENT GROUP, INC.

Website

(757) 425-1977

303 34th Street
Suite 4
Virginia Beach, VA 23451

SEC#: 801-110292
Years in Business: 4 years

BEACON HARBOR WEALTH ADVISORS

Website

(757) 644-4545

440 Viking Drive, Suite 200

Virginia Beach, VA 23452

SEC#: 801-114773
Years in Business: 2 years

COMPTON WEALTH ADVISORY GROUP, LLC

Website

(757) 351-0741

281 Independence Blvd
Suite 300
Virginia Beach, VA 23462

SEC#: 801-107239
Years in Business: 5 years

FINANCIAL SECURITY ADVISORY INC

Website

(757) 431-1414

575 Lynnhaven Parkway
Suite 310
Virginia Beach, VA 23452

SEC#: 801-54496
Years in Business: 24 years

CPA INVESTMENT ADVISORS

Website

(757) 497-4425

5544 Greenwich Road
Suite 107
Virginia Beach, VA 23462

SEC#: 801-110968
Years in Business: 4 years

HUNDREDFOLD ADVISORS, LLC

Website

(757) 463-7600

272 Bendix Road
Ste. 600
Virginia Beach, VA 23452

SEC#: 801-63226
Years in Business: 17 years

 


Virginia Beach, VA Financial Advisor FAQs

You should consult with a financial advisor IF you feel as though you're not knowledgeable enough about finance and investment products to take control of your own financial future.
One way to find a financial advisor is to consult with your professional/industry association for recommendations. For example, the CFA Institute offers an endorsed list of advisors. Another way to find a financial advisor is by networking with people in your profession or industry who may be able to provide referrals and discuss their own experiences working with the advisors they recommend. It's always advisable that you interview at least two prospective advisors before making a decision because not all investors have identical needs, and one advisor may suit some needs better than another.
A financial advisor is a trained professional that provides the necessary expertise to help you plan for and maintain a secure financial future through investment management, tax related needs, insurance products, retirement needs and more.
Financial advisors typically charge an annual percentage of assets for their services, charging fees by either a monthly basis, yearly basis, or some combination.