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Financial Advisors in Virginia

K.Fino Financial
Winchester, VA
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K.Fino Financial is a woman and minority owned local financial services firm founded by Karina Fino amidst the COVID-19 pandemic. We specialize in providing Loudoun County and the greater Northern Virginia area with the industry leading professional ... See More

Highlights: Sustainability, Minority Owned, Business Planning, Asset Protection, Family Financial Planning, Independent Investment Advisor, Annuities & Life Insurance, Investment Services, Passive Investment Strategies, Special Needs Planning, Wealth Management, ETFs, Stocks, Professional Wealth Management, Divorce Planning, Retirement Income Planning, Women's Issues, Woman Owned, Socially Responsible Investments, Investment Management
Futurity Capital LLC
Purcellville, VA
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Futurity Capital, an independent, fee-only Registered Investment Advisor, is focused on helping you discover a secure financial future. In addition to investment management, we offer both hourly, as-needed assistance and comprehensive, holistic fina... See More

Highlights: Young Investors, Fee-Only, Advisory And Investment Management, Tax Planning, Registered Investment Advisor, Stocks, Rollovers, Experienced, LGBT And Same-Sex Couples Financial Planning, Budgeting & Spending Plans, Financial Planning Association Member, Fee Only, 401K Consulting, Estate Planning, Income Tax Preparation, Retirement Planning Advice And Services, Certified Financial Planner, Charitable Planning, Investment Advice, IRA
Visit GuidePoint Financial Planning

Ryan Phillips is a fee-only financial planner located in Reston, VA serving families throughout the Loudoun County and Fairfax region. GuidePoint Financial Planning provides comprehensive wealth management and financial planning to help busy families... See More

Highlights: Certified Financial Planner, College Savings, Comprehensive Financial Planning, Fee Only, Tax Planning
Curtis (Curt) Sheldon
Alexandria, VA
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Curtis (Curt) Sheldon is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of C.L. Sheldon and Company, LLC.

Curt provides comprehensive financial planning, including Mi... See More

Highlights: Fiduciary Advisor, 401K Consulting, Certified Financial Planner, Life Insurance, Registered Investment Advisor, CFP®, Comprehensive Financial Planning, Strategic Tax Planning, Financial Planner, Member Of NAPFA, Independent Investment Advisor
Visit Lodestar Financial Management

Wesley Stien, MBA

Visit Wesling Financial Planning Services Corp.

Timothy Wesling, AIF, CDFA, CFP, CMFC
We offer comprehensive financial planning, including: Goal development Spending plans and record keeping Retirement planning Tax planning including retirement plan and IRA distributions Investment management per ... See More

BourGroup
Chantilly, VA
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Phillip Bour, CFP, EA
MISSION STATEMENT: Encourage. Equip. Educate.BourGroup serves the middle-class market, holds no assets under management and charges hourly and/or fixed one-time fees for comprehensive plans.OBJECTIVE: To provide meaningful compr... See More

Visit Legacy Planning Advisors, LLC

Paul Collinson, CFP, MBA
Legacy Planning Advisors, LLC Think - Plan - Trust
Paul O. Collinson, CFP® is the founder of Legacy Planning Advisors, LLC, a registered investment advisory firm based in Arlington, Virginia. Legacy Planning Advis... See More

Visit Tull Financial Group, Inc.

Robert Tull, CFP, MBA
Achieve Financial Freedom. Accomplish More.
Tull Financial Group, Inc. specializes in Investment Management and Financial Planning Services, helping you to define, prioritize, and achieve your financial goals and objectives. We... See More

Visit Insight Wealth Management, Inc.

John Pugh, CFA, CFP
Insight Wealth Management (IWM) is an independent, fee-only investment management and financial planning firm located in Gainesville, Virginia. With IWM, you will work directly with one of the most respected investment profession... See More

Visit Hemington Wealth Management, LLC

Eileen O'Connor, CFP, MBA
Hemington Wealth Management is one of the fastest growing firms in the nation because we have demonstrated a vision and commitment that leads to client success. Our name explains why. Every summer growing up, Hemington'... See More

Joss Financial Group
Mc Lean, VA
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Daniel Joss, CFP, MBA, RLP
Joss Financial Group is an independent registered investment advisor offering holistic wealth management and financial life planning services to clients in Williamsburg, VA, Metro DC area, and virtually throughout the count... See More

Visit Mitchell Advisory, Inc.

Mitchell Martin, CFP, MBA
Mitchell Advisory is a fee-only financial advisory firm specializing in investment management and retirement planning. We pride ourselves in being a trusted advisor to our clients—most of our clients have been working wi... See More

Visit West Financial Services, Inc.

Kimberly Cox, CFP, MBA
Since our inception in 1982, we have provided objective, comprehensive financial planning and investment management for individuals, businesses and associations on a Fee-Only basis. We currently manage more than $950 million in... See More

Sanchez & Zures, LLC
Mc Lean, VA
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Jeffrey Zures, CFP, CPA
Sanchez & Zures provides fee-only financial planning, portfolio management and tax preparation services to help clients achieve their financial goals. Upon the completion of an initial complimentary consultation, our financi... See More

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