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Best Financial Advisors in Alexandria

2024

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SmartAdvisor by SmartAsset

Alexandria, VA
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

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.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Alexandria, VA

Why choose this provider?

Need help contacting a Financial Advisor in Alexandria? 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.

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

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.
4.0
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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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.
3.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
320 King Street, Alexandria, VA 22314
  • Retirement Planning

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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.

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

Why choose this provider?

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)

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

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How do insurers in Alexandria determine policy eligibility?

    In general, insurance firms use “adverse selection” to determine eligibility for coverage, as well as set policy terms. People in Alexandria who lead relatively dangerous lifestyles, such as aircraft pilots, construction workers, and truck drivers, would be considered high-risk applicants. Insurers could either limit their coverage or raise their premiums to compensate for the high probability of paying out claims.

  • How can you ensure you are not overinsured in Alexandria?

    If you are still in the process of purchasing life insurance, you must weigh various factors, such as the number of your dependents, estimated death expenses, and your age, state of health, assets, and liabilities. If you are already insured, make it a habit to review your coverage during life transitions or regularly with your financial advisor in Alexandria. This will allow you to remove or add coverage and keep your policy in tune with your needs.

  • How can a health savings account (HSA) reduce your taxes in Alexandria?

    Residents in Alexandria eligible for HSAs can enjoy three tax advantages. Income from an HSA is tax-free as long as it is spent on qualified healthcare expenses, including vision and dental procedures, family planning treatments, and prescribed medical devices. Earnings are tax-deferred. This means that no taxes will apply to the funds when they are invested in stocks and bonds and earn interest. Finally, HSA contributions are tax-deductible from an individual’s taxable income.

  • Can everyone in Alexandria have a health savings account (HSA)?

    Unfortunately, no. A local in Alexandria can only get an HSA as part of company benefits. An employee needs to have both an HSA-eligible health insurance policy and a high-deductible health plan. Moreover, not everyone who has a high-deductible plan is eligible. Plans that include cost-sharing do not qualify for an HSA.

  • Should retirees wait until age 70 to claim their Social Security benefits in Alexandria?

    It depends. Some people in Alexandria might opt to defer Social Security withdrawals in order to maximize monthly payments. But in certain situations, it could be wiser to collect benefits right away and leave other sources of funds intact, such as when someone faces a serious medical condition. A financial advisor can outline options available to retirees based on their specific needs and circumstances.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.