Find a Financial Planner 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 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 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

 

How Can a CFP® in Virginia Beach Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Virginia Beach area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Virginia Beach typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
17.0% of Virginia Beach's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Virginia Beach area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Virginia Beach area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Virginia Beach area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Virginia Beach 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 is a service offered by many financial advisors, planners, and other professionals in the Virginia Beach area. Typically, it 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 Virginia Beach 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 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: 32 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: 0 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

VANTAGE CONSULTING GROUP INC

Website

(757) 491-2998

3500 Pacific Ave

Virginia Beach, VA 23451

SEC#: 801-27432
Years in Business: 35 years