Wealth Management in Fauquier County, VA

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List of Firms

Fauquier County, VA Wealth Management Firms

B. Riley Wealth Management
Location 550 Broadview Ave Suite 201, Warrenton, VA 20186, USA
Phone (540) 680-5370
Wiseman and Associates Wealth Management
Location 115 The Plains Rd #100, Middleburg, VA 20117, USA
Phone (540) 687-7077
SEC File# 801-107287
CRD# 281969
5 out of 5
Location 39 S 4th St, Warrenton, VA 20186, USA
Phone (540) 878-5416
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Larkspur Services Inc
1 out of 5
Location 6384 Stuart St, The Plains, VA 20198, USA
Phone (540) 253-5358
Lantern Wealth Management - Raymond James
Location 308 Wolfe St Fl 3, Fredericksburg, VA 22401, USA
Phone (540) 215-4231
VNB Wealth Management
3 out of 5
Location 10 Courthouse Square, Warrenton, VA 20186, USA
Phone (540) 349-0296
Middleburg Wealth Management
Location 4 Madison St, Middleburg, VA 20117, USA
Phone (800) 214-8341
Edward Jones - Financial Advisor: Joe Castelli
5 out of 5
Location 10688-A Crestwood Dr, Manassas, VA 20109, USA
Phone (703) 330-2521
Wealth Management in Fauquier County, VA

Where Wealth Management Advisors in Fauquier County, VA Serve

Fauquier County, Virginia is a charming and historic area located just an hour outside of Washington D.C. It is home to many notable landmarks, including the historic town of Warrenton, the stunning Sky Meadows State Park, and the breathtaking Bull Run Mountains. This area is also home to many top employers, such as Fauquier Health, the Fauquier County Public Schools, and the Fauquier County Government. Major highways and streets in the area include the I-66, Route 15, and Route 29, all of which provide easy access to nearby cities and attractions. Fauquier County is made up of several unique neighborhoods, each with its own distinct character and charm. From the quaint streets of Marshall to the rolling hills of The Plains, there is something for everyone in this beautiful and vibrant community.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Fauquier County, VA can benefit from a bank in numerous ways. One of the most common ways is through the provision of loans to help them finance their homes, businesses, and personal projects. With the county's rich history and vibrant culture, many residents are looking to start businesses or renovate their homes to preserve the area's unique heritage. A bank can provide the necessary funds to make these plans a reality. Additionally, banks can offer financial advice and investment opportunities to help residents grow their wealth and plan for their futures. Given the county's proximity to Washington D.C., many residents also work in the city and need access to convenient banking services. A bank can provide this by offering online and mobile banking options, as well as ATMs and branches in strategic locations. Overall, a bank can be a valuable partner for Fauquier County residents, helping them achieve their financial goals and contribute to the county's continued growth and prosperity.

Insurance Broker

Fauquier County, VA is a rural area with a population of over 70,000 residents. As such, many of its residents may not have access to comprehensive health insurance plans or may not fully understand the benefits and coverage options available to them. An insurance broker can help Fauquier County residents navigate the complex world of insurance and find the best policies to fit their unique needs. For example, a broker can help individuals and families find affordable health insurance plans that cover specific medical needs, such as mental health services or maternity care. Additionally, a broker can assist small business owners in Fauquier County in finding group health insurance plans for their employees, which can be a crucial benefit for retaining and attracting top talent in the area. By working with an insurance broker, Fauquier County residents can ensure that they have the coverage they need to protect themselves and their families, without breaking the bank.

Retirement Planning

Residents of Fauquier County, VA can greatly benefit from the expertise of a retirement planner. The county's population has been growing steadily over the years, and with a median age of 42.4, many residents are approaching retirement age. A retirement planner can help these individuals navigate the complex world of retirement planning, including strategies for maximizing Social Security benefits, managing investments, and minimizing taxes. Additionally, Fauquier County's rural landscape and agricultural heritage present unique challenges for retirement planning, such as succession planning for family farms and navigating the tax implications of land ownership. A skilled retirement planner can provide tailored solutions to these challenges, ensuring that Fauquier County residents can enjoy a comfortable and secure retirement.

Financial Advisor

Residents of Fauquier County, VA could benefit from the guidance of a financial advisor in several ways. Firstly, the county's economy is largely dependent on agriculture, with numerous farms and vineyards dotting the landscape. A financial advisor could assist farmers and other small business owners in managing their finances effectively, navigating complex tax laws, and planning for the future. Additionally, Fauquier County is home to several affluent communities, and a financial advisor could provide personalized investment advice to help residents grow and protect their wealth. Furthermore, the county is located just outside of the bustling Washington, D.C. metropolitan area, which presents unique financial challenges and opportunities. A skilled financial advisor could help residents navigate the complexities of the region's real estate market, plan for retirement, and manage their assets in a tax-efficient manner. Overall, a financial advisor could prove invaluable to residents of Fauquier County, VA in achieving their financial goals and securing their financial futures.

Mortgage Loan Officer

Residents of Fauquier County, VA can benefit greatly from the expertise of a mortgage loan officer. With the county's rapidly growing population and diverse housing market, navigating the home-buying process can be overwhelming. A loan officer can help residents understand the intricacies of the local real estate market, including the unique challenges and opportunities presented by the region's historic properties and sprawling estates. Additionally, a loan officer can help residents secure the best possible financing options, taking into account their individual financial situations and long-term goals. Whether residents are first-time homebuyers or seasoned investors, a mortgage loan officer can provide the guidance and support needed to make informed decisions and achieve their dreams of homeownership in Fauquier County.

Tax Services

Residents of Fauquier County, VA could benefit from the expertise of a tax advisor in a variety of ways. For example, a tax advisor could provide guidance on strategies for minimizing tax liabilities, such as taking advantage of deductions and credits specific to the county. Additionally, a tax advisor could assist with tax planning for small business owners in Fauquier County, navigating the unique tax laws and regulations that impact their operations. Moreover, a tax advisor could help residents with complex tax issues, such as estate planning and inheritance taxes, which can be particularly challenging in a county with a high median household income and significant wealth. Ultimately, a tax advisor can help residents of Fauquier County, VA navigate the complex and ever-changing tax landscape, ensuring compliance with local, state, and federal tax laws while maximizing their financial well-being.

Estate Planning Lawyer

Residents of Fauquier County, VA can benefit from the services of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can help them to create a comprehensive estate plan that takes into account the unique laws and regulations of Fauquier County, VA. For instance, Fauquier County, VA has a high property tax rate, which means that residents may need to take extra steps to protect their assets from being heavily taxed. Additionally, an estate planning lawyer can help residents to create a plan for their healthcare needs, including long-term care and end-of-life decisions. This is particularly important in Fauquier County, VA, where the population is aging, and the demand for healthcare services is increasing. Furthermore, an estate planning lawyer can help residents to protect their assets from creditors, lawsuits, and other legal claims. This is especially relevant in Fauquier County, VA, where there is a high number of small businesses, and residents may be at risk of being sued for various reasons.


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