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Financial Advisors in Winchester, Virginia (Frederick County)

K.Fino Financial
Winchester, VA

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
24 miles from Winchester, VA

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
Focus Wealth Management, Ltd.
25 miles from Winchester, VA

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

Highlights: Investment Services, CFP ®, NAPFA Member, Retirement Distribution Plan, Certified Financial Planner, Investment Policy Statements, IRA, Passive Investment Strategies, Comprehensive Financial Planning, Independent Investment Advisor, Women's Issues, Fiduciary, Investment Consulting, Retirement Planning, Professional Wealth Management, Family Financial Planning, Fee Only, Sustainability
Steigerwald, Gordon & Koch Inc.
31 miles from Winchester, VA

Darren Koch, AAMS, CFMC, CFP, CRPS
We are an independent Wealth Management firm specializing in delivering premier wealth advisory and investment management services to help manage the increasingly complex financial issues you face today.
Our compreh... See More

Insight Wealth Management, Inc.
37 miles from Winchester, VA

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

BourGroup
43 miles from Winchester, VA

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

Lifetime Financial Planning, Inc.
44 miles from Winchester, VA

Dean Knepper, CFP, CPA
In 2000 Dean founded Lifetime Financial Planning (LFP), a firm dedicated to offering its services to “everyone” on an as needed basis for an hourly fee. His goal is to make a real difference in peoples' lives by helping the... See More

RP Slater Financial Management, LLC
46 miles from Winchester, VA

Richard Slater, BS, CFP
I am an independent, fee-only investment advisor and manager. I do not accept any commissions nor do I sell any products. This gives me no incentive to make excessive or unnecessary trades that could “eat away” at ... See More

Sentinel Wealth Management, Inc.
46 miles from Winchester, VA

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 provid... See More

Hillebrand Financial Planning, LLC
46 miles from Winchester, VA

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 fo... See More

Hopwood Financial Services
46 miles from Winchester, VA

Joni Alt, CFP
Hopwood Financial Services is an independent fee-only investment management and financial planning firm. We serve as your financial quarterback. This entails the dynamic, ever-changing combination of investment management, financial p... See More

Retirement Planning Services, Inc.
48 miles from Winchester, VA

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.

Highlights: Fee Only, 401K Consulting, MBA, NAPFA Member, Retirement Planning, Young Investors, Investment Services, College Planning, Investment Consulting, Comprehensive Financial Planning, Wealth Management, Mutual Funds, Retirement Distribution Plan, Stocks, IRA
Professional Financial Solutions, LLC
49 miles from Winchester, VA

Glenn Mickelson, CFP
Professional Financial Solutions, LLC is a registered investment advisor started in 1997. We serve clients in the D.C. metro area and throughout the country. We advise clients in all areas of their financial lives. Our investment... See More

The Knowles Company, LLC
49 miles from Winchester, VA

Edwin Knowles, CFP

Glassman Wealth Services, LLC
52 miles from Winchester, VA

Barry Glassman, CFP
Your Financial Success is about more than bar graphs and pie charts. It's about you. At Glassman Wealth Services, we strive to offer uncommon investment expertise that aligns with your needs and your unique vision for the future... See More

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