Laurels

Best Financial Advisors in Alexandria
2022

Why These Financial Advisors?

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

Reviewed Curated Top Picks 45 32 13

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

8th Street Investments

  • Certified Financial Planner (CFP)

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.

211 North Union Street
Alexandria, VA 22314

Website

Core Wealth Advisors

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

2800 Eisenhower Avenue
Alexandria, VA 22314

Website

Ford & Associates Wealth Managment

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

100 North Pitt Street
Alexandria, VA 22314

Website

Hall Wealth Management Group

  • Estate Planning
  • Certified Financial Planner (CFP)

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.

228 South Washington Street
Alexandria, VA 22314

Website

Verdence Capital Advisors

  • Certified Financial Planner (CFP)

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.

44 Canal Center Plaza
Alexandria, VA 22314

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