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2024

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Best Financial Advisors in Hampton, VA

Our Recommended Top 5

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Hampton financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

36Reviewed

23Curated

5Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Hampton, VA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Hampton, VA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Hampton? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

751 Thimble Shoals Boulevard, Newport News, VA 23606

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Joss Brown Wealth Advisors provides wealth management services in Hampton. It helps clients make better decisions via its financial planning services, which cover maximizing taxes and insurance and estate planning. The firm also assists clients in investment management. It provides corporate and non-profit solutions such as endowments, employee retirement plans, and non-profit investment portfolios. Dan Joss, one of the firm's founders, is a Certified Financial Planner. Joss is frequently cited by the Washingtonian as a Top Financial Planner.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

780 Lynnhaven Parkway, Virginia Beach, VA 23452

Expertise.com Rating

Review Sources

Google
5.0 (16)

Why choose this provider?

Virginia Estate and Retirement Planning Advisors, Inc., is an independent and privately owned fiduciary that serves the Hampton metro. The firm offers financial planning, estate planning, tax advice, and investment management services. The team of financial advisors also provides 401(k) advisory services to create personalized retirement plans for business owners. Thomas Marshall, the firm's president, has been advising investors for over 20 years and has helped more than 800 retirees and soon-to-be retirees reach their goals.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

11827 Canon Boulevard, Newport News, VA 23606

Expertise.com Rating

Review Sources

Google
4.0 (35)
Facebook
5.0 (2)

Why choose this provider?

Mason & Associates, LLC, is a fee-only financial planning firm that serves the Hampton area. It specializes in providing comprehensive financial advice to federal employees, state employees, members of the Armed Forces, and private sector workers. The services it offers include retirement planning, estate planning, wealth protection, and portfolio management. It is also familiar with maximizing government benefits, such as the federal employee retirement system and civil service retirement system. The company has a bimonthly radio show to supply the public with financial planning strategies.

  • Estate Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Hampton, VAFree Consultation
Joss Brown Wealth Advisors
751 Thimble Shoals Boulevard, Newport News, VA 23606
Virginia Estate and Retirement Planning Advisors, Inc
780 Lynnhaven Parkway, Virginia Beach, VA 23452
Mason
11827 Canon Boulevard, Newport News, VA 23606

Hampton, VA Financial Advisors FAQs

  • Should you delay taking your Social Security benefits in Hampton, VA?

    Deferring social security benefits is commonly done to increase the monthly benefit amount. You should first consider factors like retirement age, life expectancy, and health status. Benefits start at age 62, but if you plan to retire at 70, it would make sense to postpone the benefits. Meanwhile, if you need funds for a medical condition, it will be beneficial to claim benefits as normally scheduled. A Hampton financial advisor can help you weigh the pros and cons.

  • What is the benefit of working with an independent wealth advisor in Hampton, VA?

    A Hampton wealth advisor operating independently means they have the freedom to source financial products and solutions from any provider. The advisor does not have affiliations with insurance companies, brokerage firms, or banks, that may influence their recommendations to you. Their recommendations will be objectively based on your personal preferences and financial goals.

  • Can financial advisors work with Hampton state employees regarding their Partial Lump Sum Option (PLOP)?

    A Hampton financial advisor can help you make an informed decision on whether to take the PLOP or not based on your situation. The advisor can analyze if it is beneficial to do so at your current age and with the tax laws applicable to you. Taking the PLOP before age 55 can result in a 10% tax penalty. On the other hand, you can transfer your partial lump sum to your IRA account for compound returns in the future.

  • Can a Hampton financial advisor help you sort out your finances during the divorce process?

    You should see a financial advisor who is a Certified Divorce Financial Analyst (CDFA). The CDFA conducts divorce financial analyses and provides advice to you and your divorce attorney. Some facets of divorce that a CDFA tackles include asset distribution, taxation, and financial planning toward an equitable settlement between the divorcing spouses. A Hampton CDFA also helps you avoid mistakes such as not looking into employee benefits, and not considering inflation when calculating the value of retirement assets.

  • Why is it recommended to choose a financial advisor who is a fiduciary in Hampton, VA?

    Fiduciaries are obligated by law to provide services and recommendations based on your best interests at all times. They are also obligated to disclose conflicts of interest and prevent them from happening. This means you can rest assured that the investment recommendation and financial advice you receive are unbiased and not motivated by the Hampton advisor gaining commissions.