Best Financial Advisors in Alexandria

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Alexandria, VA

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

4J Wealth Management, LLC logo
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4J Wealth Management, LLC

320 King Street, Alexandria, VA 22314
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  • Retirement Planning

Business Description

4J Wealth Management is a firm that helps individuals and families in Alexandria manage their money through a wide range of financial planning services. Its team of advisors assesses the clients' holistic financial situation and provides recommendations in areas such as retirement, estate, personal tax, and charitable planning. The company also assists in real estate, mortgage, debt, and risk management analysis. 4J Wealth Management's advisors have a combined financial planning experience of more than 70 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
8th Street Investments logo
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8th Street Investments

211 North Union Street, Alexandria, VA 22314
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  • Certified Financial Planner (CFP)

Business Description

8th Street Investments is an Alexandria-based registered investment advisor. It offers investment management and financial planning solutions. Its financial planning options include budgeting and cash-flow, education, retirement, and investment planning. One of its managing partners, Lisa C. Pendley, is a member of the Financial Planning Association. She has a background in handling wealth management programs and financial planning strategies for high-net-worth individuals. Its other managing partner, Michael E. Shea, has experience in portfolio management for high-net-worth individuals, foundations, and endowments.

Arkagos Advisors logo
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Arkagos Advisors

218 North Lee Street, Alexandria, VA 22314
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  • Certified Financial Planner (CFP)

Business Description

Arkagos Advisors is a financial planning firm serving Alexandria and its surrounding communities. It assists individuals in different areas of financial, investment, and tax analysis which involve a risk-managed investing approach, identifying risk tolerance, and pursuing enhanced growth. The financial planning process includes intake and analysis, planning and design, implementing and investing, and monitoring and refining. The firm's CEO, Paula Pass, is a Chartered Federal Employee Benefits Consultant (ChFEBC) who helps women achieve financial confidence through her association with Women’s Institute for A Secure Retirement (WISER).

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
C.L. Sheldon & Company logo
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C.L. Sheldon & Company

1800 Diagonal Road, Alexandria, VA 22314
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

C.L. Sheldon & Company is a financial planning and wealth management firm that has been serving veterans, military officers, and their families since 2011. The Alexandria-based firm offers a range of services, including risk and investment management and estate planning. It also provides tax preparation, military tax planning, and retirement planning. Its president and lead planner, Curtis Sheldon, is a Certified Financial Planner and an Enrolled Agent. He served as a fighter pilot in the US Air Force for 27 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Campbell Wealth Management logo
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Campbell Wealth Management

330 John Carlyle Street, Alexandria, VA 22314
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  • Certified Financial Planner (CFP)

Business Description

Campbell Wealth Management is a full-service financial planning firm assisting clients in Alexandria. The family-owned firm focuses its services on individuals over the age of 55, offering retirement planning services. These include income, insurance, Social Security, and legacy planning. The company also offers risk management services, including investment analysis and market volatility measurement. Its CEO, Kelly Campbell, founded the firm in 2003. He has been in the industry for more than 25 years and has been included in America's Top 1200 Financial Advisors by Barron's magazine.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Core Wealth Advisors logo
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Core Wealth Advisors

2800 Eisenhower Avenue, Alexandria, VA 22314
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Located in Alexandria, Core Wealth Advisors provides financial strategies and consulting services to clients in the metro and its neighboring areas. The firm develops financial planning solutions such as college, tax, estate, and profit-sharing plans. Its retirement planning process involves pension plan evaluation, cash flow analysis, and retirement benefits calculations. It also assists with managing investments and offers investment strategy and policy reviews. Founder Joe Bonaccorsy is a Certified Financial Planner and has received recognition from the Consumers Research Council.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Ford & Associates Wealth Managment logo
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Ford & Associates Wealth Managment

100 North Pitt Street, Alexandria, VA 22314
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Ford & Associates Wealth Management is a financial advisory agency that caters to individuals and businesses in Alexandria and the surrounding communities. This firm offers a wide array of services, including education funding, estate and retirement income planning, investment and risk management, and tax management strategies. In addition, it provides employer-sponsored retirement plans, key employee retention, and succession planning. Garrett Ford, one of the firm's advisors, is an Accredited Investment Fiduciary and a Certified Financial Planner.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Good Life Financial Advisors of NOVA logo
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Good Life Financial Advisors of NOVA

633 South Washington Street, Alexandria, VA 22314
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

Good Life Financial Advisors of NOVA serves clients in Alexandria. Founder Joshua Strange is a veteran of the US Air Force, where he served as an Intelligence Analyst. He then worked in major regional banks as a financial advisor and earned his designation as a Certified Financial Planner. Joshua and his team partner with active and retired government employees, contractors, and military personnel. They specialize in portfolio management, college savings, financial, retirement, and estate planning. They also cover Social Security, Medicare planning, and life insurance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (14)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Hall Wealth Management Group logo
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Hall Wealth Management Group

228 South Washington Street, Alexandria, VA 22314
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Hall Wealth Management Group provides financial planning services to Alexandria. It offers customized plans for individuals and families who want to manage their finances, retirement funds, and estates. It also assists in managing investments and insurances to help clients pursue their financial goals. In addition, the company performs seminars about financial planning for company executives, employee groups, and small business owners. It was founded by William H. Hall, a wealth advisor who has been in the financial industry since 1999.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
McGinn Investment Management, Inc logo
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McGinn Investment Management, Inc

277 South Washington Street, Alexandria, VA 22314
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  • Business Formation

Business Description

Founded in 1991, McGinn Investment Management, Inc., is a financial planner and investment advisor that serves clients in Alexandria. The firm evaluates clients' goals and risk tolerance prior to utilizing long-term purchase strategies. Its advisors also assist in assets allocation, portfolio profile management, and large-cap value investment planning, catering to high-asset individuals, mutual fund companies, and institutions. Furthermore, they conduct charting of risk factors relevant to the current market conditions. Founder Bernard McGinn teaches graduate-level programs on financial theory and applied portfolio management at Georgetown University.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Monument Wealth Management logo
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Monument Wealth Management

1701 Duke Street, Alexandria, VA 22314
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

Monument Wealth Management caters to clients in Alexandria. This firm offers financial and consulting services using the private wealth design to address the clients' needs. It advises clients on handling finances, particularly individuals who just acquired a large inheritance or who just sold their business. It is composed of different professionals, ranging from wealth advisors to portfolio managers. Monument was chosen as the name of this company because it signifies that what the clients built has value and is worth protecting and maintaining.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Harvey Group logo
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The Harvey Group

119 Oronoco Street, Alexandria, VA 22314
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Since 2005, The Harvey Group has provided independent financial advice to clients in the Alexandria area and surrounding communities. Its advisors assist clients in managing their wealth by providing various financial services such as estate planning, business planning, retirement planning, risk management, and taxation. The firm also develops personalized financial plans that are tailored to the clients' specific needs and goals. Steve G. Harvey, the Harvey Group's founder, has been in the industry since 1984.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Verdence Capital Advisors logo
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Verdence Capital Advisors

44 Canal Center Plaza, Alexandria, VA 22314
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  • Certified Financial Planner (CFP)

Business Description

Verdence Capital Advisors is a private wealth advisory practice serving clients in Alexandria. Headquartered in Hunt Valley, this independent fiduciary firm serves high-net-worth clients with an array of financial planning services, including asset aggregation, retirement planning, estate planning, performance reporting, and family governance. Its team of financial specialists counsels affluent families to maintain their family heritage and multigenerational wealth. Verdence Capital Advisors manages around $3 billion in client assets. CEO Leo Kelly III has been featured in various publications, including The Wall Street Journal.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
Wesling Financial logo
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Wesling Financial

6621 Wakefield Drive, Alexandria, VA 22307
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  • Certified Financial Planner (CFP)

Business Description

Wesling Financial serves individuals, non-profit organizations, and small businesses in the community of Alexandria and surrounding areas. The firm provides a wide range of services, including tax planning and preparation, divorce financial analysis, and life planning approach services. Its team of fiduciaries educates clients in various financial planning topics, including business entity types, retirement minimum distributions, and evaluation of long-term care insurance. Its owner and founder, Tim Wesling, has been working in the industry for more than 15 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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