Financial Advisors in Staunton, Virginia (Staunton City County)

Lynn Diveley, CFP
Alpha Omega Wealth Management is an independent fee-only wealth management firm. We offer comprehensive financial planning and portfolio management services to a limited and select group. Our firm, established in 2009, is an SEC registered investment advisory firm. We have over 100 years of combined experience in the financial planning and wealth management business. As a Registered Investment Advisor it is our fiduciary duty to place the client's interests first. Each of our clients receives highly personalized service and recommendations tailored to individual needs. ... See More

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

Nora Gillespie, BA, CFP, CFS, MA
Based in Charlottesville, The Wrightbridge Company, Inc. provides financial planning and advisory services to individuals, families, and small businesses on a fee-only basis. Assisting clients who range from young professionals to active retirees, Wrightbridge can help you with budgeting and tax planning, savings and investment strategies for funding education and retirement needs, asset allocation, insurance and estate plan reviews. Wrightbridge has been providing financial planning services since 1995 and has always been compensated solely by client fees. It is not affiliated with any marketer of financial products and receives no commissions or incentives from any source. The Wrightbridge Company, Inc., which is a Registered Investment Advisor with the Virginia State Corporation Commission, does not engage in asset management services.... 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

Bruce Harrison, CFP