Financial Advisors in Virginia

Marshall Groom, CFP, JD
Groom Financial Advisory is an independent, fee-only financial planning and Registered Investment Advisory firm with offices in Virginia Beach and Richmond, Virginia. We seek to empower our clients to make the best financial choices possible through unbiased advice without the sale of financial products or commissions. Our services are tailor made to respond to your priorities whether the need be for a financial checkup, advice on a specific financial issue, comprehensive planning, investment management or any combination thereof. Comprehensive financial planning includes retirement planning strategies, cash flow analysis, portfolio analysis and review, college planning, risk management, and estate and tax planning. Our investment management process starts with an asset allocation that matches your financial goals, investment time horizon, and volatility preference and continues with ongoing implementation, monitoring and tactical adjustments. Groom Financial Advisory aims to simplify the complexities of finances in order to enhance the quality of your life, time and resources. Whether you are just setting out on your financial journey or seeking to protect and enjoy the wealth you've accumulated, we can help you along the way.... See More

William Edwards, ChFC
FMC of Virginia is a personal financial advisory firm, located in Virginia Beach, Virginia, dedicated to providing comprehensive financial planning on a Fee-Only basis. Our goal is to form long-term, fiduciary relationships with our clients in order to create, implement and manage holistic financial plans on an on-going, proactive basis. The payment structure at FMC of Virginia is Fee-Only versus commission based. By not charging commissions, we eliminate the conflict of interest of profiting financially from our recommendations. In addition, our clients know that our loyalty is to them and not to a brokerage firm. We promise to save our clients more money than we cost them.... See More

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 comprehensive financial planning and monitor implementation and to encourage and educate individuals and families in successful execution of the 9 Steps (earnings, giving, taxes, savings, insurance, spending plan, investing, retirement and estate planning) to Financial Security with a biblical perspective.OVERVIEW: BourGroup (Advisor) provides financial planning services which may include advice on cash flow, debt management and college funding as well as the 9 steps mentioned in the mission statement. The Client's current financial situation, needs, goals, objectives and tolerance for risk are first evaluated and then the Advisor presents the analysis in a written summary of recommendations over each area that the Advisor was engaged to provide advice. BourGroup believes that the appropriate allocation of assets across diverse categories (stocks vs. bonds, international vs. domestic, large-cap vs. small-cap, growth vs. value) is the primary determinant of portfolio returns and critical to the long-term success of one's financial objectives. In addition, investment portfolios do not stand alone but must be considered with the returns of other assets including home equity, emergency funds, pensions and other retirement funds that may exist.BourGroup is available to help with implementation of plan recommendations. Periodic financial checkups to monitor results are recommended and the Client is encouraged to initiate this review at 6 months and 12 months after the material is presented.... See More

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 with us for over a decade, and they depend on us to fully understand their financial needs and use our expertise to help them choose the strategies and investments that will best serve them. We pride ourselves in being a small firm offering highly personalized service by our firm’s principal, Mitchell Martin, who has been advising clients for over 18 years. Mitchell is a Certified Financial Planner, NAPFA Registered Financial Adviser, and whose educational background includes a Masters in Finance, from MIT’s Sloan School of Management. Mitchell Advisory charges a fee based on assets under management, (1% or less based on a sliding scale) that cannot exceed a maximum of $3,000 per quarter. This is especially attractive to clients whose assets exceed $2 Million, where asset based fees can become particularly onerous.
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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 your personal Investment Policy Statement Estate planning Tax preparation reviews Complete insurance reviews of needs and coverage
Our strict fee-only pledge to you is fulfilled through an annual retainer fee structure based on the complexity of the engagement. The fee covers all meetings, phone calls, research, analysis, and recommendations. Investment management can be included, if requested.
We are truly independent since we are neither tied to nor compensated by any investment or insurance company, or any other financial product provider.
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John Vyge, CFP
Hillebrand Financial Planning, LLC specializes in working with federal government employees, corporate executives, business owners, and technology professionals. Our mission is To Organize Our Clients' Financial and Investment Lives for a future retirement, career, or other family goal. We do this through as-needed financial, retirement & goal planning advice and risk managed investment management.We start with Goal Setting, where we sit down with you for 75 minutes to discuss your long term goals in the areas of retirement, housing, personal finance, estate planning, and college funding. We help you see your finances and investments in terms of what they can do for you. Once we have determined what your goals are for your life, we complete a thorough Financial Assessment to see where you stand against a variety of benchmarks. At this point you are provided with a variety of ways to strengthen your current finances and investments. We then provide detailed recommendations in the form of a Final Plan Review where you can ask detailed questions, and run a variety of What If scenarios live so no stone is left unturned. All clients are offered a follow-up session called a 3 Week Follow-Up after the final plan review to rerun any scenarios and address any unanswered questions.Many clients experience a series of breakthroughs in the areas of cash flow planning, risk management, tax deferral opportunities, and investment options. More importantly, you'll be relieved of the stress and time that your finances and investments can occupy while thinking about the future.Our services are provided on an hourly, fixed fee, or ongoing management basis so that you can receive services in a way that meets your budgetary and timing needs.About Hillebrand Fina... See More

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 assets and throughout the years we have consistently received national recognitions in publications such as Medical Economics, Worth, and Wealth Manager. Each member of our professional staff has earned the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Analyst® (CFA) Charterholder or Certified Public Accountant (CPA) designation.Our disciplined approach to financial planning will guide clients through the prioritization of their short and long-term goals and the process of financial planning. Whether discussing individual issues, such as retirement cash flow and estate planning, or developing an integrated plan, our experienced planners assist clients in achieving their goalsOur investment management strategy stresses diversified portfolios that are tailored to each client’s individual circumstances. We primarily use individual bonds for the fixed income portion of the portfolio and for the equity portion we use index funds, actively managed funds and individual equity positions... See More

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 financial planning and tax services are billed at $200 per hour. A fixed fee will be quoted at the beginning of each engagement. Our portfolio management service is billed at 1.00% annually of the assets we manage. Please feel free to contact Jeffrey J. Zures, CPA, CFP at extension 2 or ... See More

Gordon Bernhardt, AIF, CFP, CPA/PFS
At Bernhardt Wealth Management we know from experience that financial success is most likely to be achieved through an unwavering commitment to a set of investment principles: efficient markets, modern portfolio theory, diversification, and intelligent asset allocation. We design each client's portfolio using these principles to lay the foundation for their future financial security. Because we serve as their Personal Chief Financial Officer, our clients have more time to spend with their family, to give back to their communities or to engage in other matters of personal and professional importance. We specialize in serving accredited investors in the Mid-Atlantic area.... See More

J. Mark Joseph, CAP, CASL, CFP, ChFC, CLU, CPA/PFS
Sentinel Wealth Management, Inc. is a fee-only wealth management firm headquartered in Reston, Virginia. Accepting new clients with investable assets of $1,000,000 or more, Sentinel strives to provide comprehensive financial planning and portfolio management as key elements of our service. The principals at Sentinel hold both the CFP® and CPA designations, as well as numerous financial industry designations and advanced degrees. Equally important, each has many years of experience in the financial services industry, so you can be confident that you will work with an advisor who is well prepared to handle whatever financial challenges you may have.... See More

Marotta Wealth Management is an independent, comprehensive wealth management firm offering a complete range of investment management and financial planning services. With a reputation for being analytical, we serve clients both locally in the Virginia area as well as across the country. Customer service is a core tenant of our work and our primary goal is to help our clients meet theirs.... See More

Fee-Only NAPFA Comprehensive Financial Planners. We service all public and nonpublic clients including being an expert in the Federal Government Employees Retirement Benefits. No commisssion charged.

Noffsinger Financial Group is an independent financial advisors firm located in Newport News serving the financial planning needs of the Hampton Roads area. We have been in the financial industry for over 11 years. If you are looking for unbiased investment advice from a financial advisor, we are the ones for you.... See More

Comprehensive wealth managegment services delivered with an ongoing financial planning focus.

Good Wealth Management means Client-Centered Financial Advice for Your Future. We provide Financial Planning, Investment Advice, Retirement Plans, Long-Term Care Insurance and more. We are located in Harrisonburg VA and have clients in Northern Virginia, Atlanta and other cities in 15 states. Please visit our website: www.goodwealthonline.com... See More