Best Financial Advisors in Roanoke, VA

Integrity Financial Planning, Inc., is a Roanoke-based company serving retirees, business owners, and individuals seeking to expand their wealth. The firm helps clients protect their assets while developing strategies to increase their income. Its advisors help with budgeting, life insurance, business planning, estate conservation issues, and risk management analysis. Its in-house tax professionals create a plan to help soon-to-be retirees minimize their taxes while maximizing their portfolios. Integrity Financial Planning also helps individuals pursue charitable giving. The company has been featured in CNN, Fortune.com, and Forbes.

360 Financial Solutions offers wealth and business advice to Roanoke residents. Its financial planning service involves holistic and project-based strategies that collectively assess investment and tax concerns. It offers data-driven solutions that include creative retirement planning and management, business approach strategies, health protection, and asset preservation. The company has industry-standard A.I. software that links with its CPA, EA, and QuickBooks Pro financial team to provide accurate client records. Lead consultant and president Michael Shelton has a SmartVestor Pro status.

Founded in 1997, IFA Wealth is an independent investment and financial planning firm that serves Roanoke. It offers services to individuals, institutions, and the rest of the community. It assists individuals in managing their finances and wealth, as well as developing plans that help them achieve their goals. It works on college, estate, and retirement planning; insurance; and investments. The company also helps corporate clients in developing retirement plans, such as 401(k) and 403(b). In addition, IFA Wealth assists civic organizations on 529 and long-term care plans.

Sage Creek Planning & Investments assists its clients based in Roanoke by helping them achieve their financial goals. Assuming the role of fiduciaries when managing its customers' assets, its team of Certified Financial Planners designs a personalized plan of targeting accumulation; retirement, estate, and business planning; risk management; and taxation for them to maintain a healthy financial life. The company also has a strong focus on cash flow management, tax management, asset allocation, and protection and succession planning.

Fee-Only Financial Planning, L.C., offers advice about wealth management in Roanoke. It tailors its financial solutions by understanding the aspirations, goals, and resources of its clients. The firm delivers comprehensive plans, covering an individual's cash flow, investment ventures, tax dues, and estate plans. Its advisors also provide counsel about retirement preparation by determining the clients' wealth, choosing the appropriate retirement account, and investing their savings. Andrew M Hudick, who formed the company in 1981, is a Certified Financial Planner.

Taylor Financial Group Inc. is an investment advisory firm in Roanoke. Its team assists clients in planning for retirement and protecting assets. The financial planners also provide investment advice and offer tax and estate planning assistance. The company's chairman, Marvin Taylor, began his financial services career in 1967. He established Taylor Financial Group the same year he earned his CFP designation, which was in 1986. He is joined by firm president J. Samuel Taylor, a Certified Investment Management Analyst with nearly 30 years of experience.

VIP Planners, Inc., is an independent registered investment advisory firm serving clients in Roanoke and the surrounding areas. It offers wealth management and financial planning services to individuals and businesses. It also provides strategies to minimize tax obligations by evaluating assets and rates of return. Other services include estate planning, insurance and annuity analysis, social security planning, 401k rollovers, and education planning. VIP Planners has been in the financial service industry for over three decades.

HCO is a financial management firm in Roanoke that offers private wealth solutions to individuals with high-net-worth and families with high incomes. It helps clients reduce tax burdens, minimize exposure to financial catastrophes, protect families against events that may impact wealth, and secure financial legacy across generations. It also guides clients into different investment strategies, including sector investing, Nova and dividend stocks, and bond ladders. The firm uses a platform that allows clients to view their net worth and investments anywhere in the world.

American Financial Planning is a firm that serves clients in Roanoke. It offers financial planning services to help clients plan for their future, keep away from costly mistakes, and flourish in their careers and retirement. These services include organizing financial affairs, minimizing taxes, establishing a child or grandchild education fund, maximizing investment returns, protecting from physical harm and injury, and protecting assets. Founder Maynard Keller has more than 24 years of experience giving financial plans and advice.

Serving Roanoke and the nearby areas, Guelich Capital Management aims to help clients grow and protect their wealth through its broad range of financial services. Clients from various life stages are assisted with personalized financial strategies such as cash flow management, retirement planning, tax planning, investment management, and multi-generational wealth transfer. Additionally, financial advisors monitor clients quarterly to check if the strategies are getting them closer to their financial objectives. Founder and president Connie C. Guelich, CFP, CLU, ChFC, AEP, RICP, has been in the financial services industry since 1980.

Established in 2009, Partners in Financial Planning offers customized services to help individuals maintain financial security. Serving the Roanoke metro, the company deals with retirement cash flow and income tax planning, goals feasibility analysis, estate planning, and investment management. Its financial advisors also serve business owners who need tax preparation and small business consulting services. In addition, they create charitable giving strategies to help clients maximize tax deductions. Co-founder James Pearman Jr. maintains an affiliation with the NAPFA.