Expertise.com
2024

Last updated:

Best Financial Advisors in Centreville

Our Recommended Top 13

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 Centreville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

29

Reviewed

22

Curated

13

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
67 Forest St, Suite 271, Centreville, VA 01752
  • Estate Planning
  • Tax Planning
  • Investment Management
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

License Verified:

License: 5813774

Investment Adviser Public Disclosure Database, SEC

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 (5)

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: Complimentary Consultation

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Centreville, VA
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • 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
––

Price: Free Consultation

Website
12015 Lee Jackson Memorial Highway Suite 110, Fairfax, VA 22033
  • Certified Financial Planner (CFP)

Why choose this provider?

Kowal Financial Advisors is a fiduciary firm that offers comprehensive advisory services in Centreville and the surrounding areas. It assists individuals and families in evaluating their current financial health and aligning them with their goals. It also recommends investment opportunities, offers insurance coverage, and focuses on estate planning to manage wealth. Its team helps clients create financial plans that minimize tax liability and maximize after-tax returns for their investments. President and CEO Jan Kowal has been a Certified Financial Planner 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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
13880 Braddock Road, Suite 211, Centreville, VA 20121
  • Certified Financial Planner (CFP)

Why choose this provider?

W.C. Moore Financial Services, LLC, offers various plans and product strategies to clients in Centreville and its neighboring communities. It uses a 21-point review system that determines the appropriate financial plan to be recommended to customers. It offers a client asset review evaluating program that provides cash and risk management services as well as insurance, investment, retirement, and estate planning. Owner William Moore has been working in the industry for 32 years. He is a certified financial planner since 1990.

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
208 South King Street, Suite 201, Leesburg, VA 20175
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Lifetime Financial Planning, Inc. is a financial advisory firm serving clients in Centreville and the surrounding metros. The advisors help clients in matters like cash flow, insurance policies, investments, and employee benefits, and stock options. It also assists in planning finances for college education and retirement. Dean Knepper, the founder, and manager of Lifetime Financial Planning, Inc., has been in the industry for more than 30 years. He is also a member of the NAPFA.

Website
12500 Fair Lakes Circle, Suite 250, Fairfax, VA 22033
  • Certified Financial Planner (CFP)

Why choose this provider?

Clarion Wealth Management Partners has been assisting individuals and families in Centreville in preparing for their financial future since 2009. It comprises independent financial advisors who offer advice on various areas, such as retirement and estate planning, risk management, taxation, wealth accumulation, and business planning. The company's founder and president, David W. Young, has been in the financial services industry for the past 25 years. He holds both Accredited Investment Fiduciary and Registered Financial Consultant designations.

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
12701 Fair Lakes Circle, Fairfax, VA 22033
  • Certified Financial Planner (CFP)

Why choose this provider?

Wolf Group Capital Advisors serves individuals in Centreville and surrounding areas. Its investment plan services include capital preservation, diversification, strategic rebalancing, and tax efficiency to help mitigate the risks of revenue loss. Its financial advisors also offer planning for retirement, education, insurance, tax, and estate. In addition, they help clients discover opportunities by active listening and future planning to maximize the finances' potentials. Managing director Robert Len has a degree in Taxation and Commerce.

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
1984 Isaac Newton Square Suite 107, Reston, VA 20190
  • Certified Financial Planner (CFP)

Why choose this provider?

Reston Wealth Management is a financial services provider that caters to clients based in Centreville. Founded in 2003 as a fiduciary advisor, the firm handles retirement, estate, philanthropic, and tax planning, as well as personal investment management. It offers business owner services and can also facilitate clients' financial education. Certified Financial Planner Bob Tucker has been in the profession for more than 30 years. He is also a Chartered Life Underwriter and Chartered Financial Consultant.

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)

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
10560 Main Street, Suite 315, Fairfax, VA 22030
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Why choose this provider?

Investment & Resource Planning Associates, Inc., is a firm that serves the people of Centreville. Its advisors assist clients in achieving their goals through financial planning. They evaluate clients' finances and develop a comprehensive plan tailored to their needs. Among the services available are investment planning, college fund planning, asset and estate management, and tax strategy formulation. The specialists also help clients understand their values and risk tolerance. The company has been in business since 1988.

Website
11130 Sunrise Valley Drive Suite 130, Reston, VA 20191
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Potomac Financial Private Client Group, LLC has been serving individuals and businesses in the Centreville area since 2005. It provides comprehensive financial planning advice for retirement savings and income, estate planning, investment management, and college savings. It also offers long-term disability, long-term care, and term, universal, and whole life insurance. Additionally, the firm assists businesses with group insurance coverage and employer-sponsored plans, including 401ks, SEP, and Simple IRAs. Its senior advisor, Steven Richardson, is a CFP with over 20 years of experience.

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
13603 Gladwyn Court, Chantilly, VA 20151
  • Certified Financial Planner (CFP)

Why choose this provider?

Gladwyn Financial Advisors has been serving clients in Centreville since 2005. The firm caters to retirees, college graduates, and small business owners. It offers a wide selection of services, including financial, retirement, education, estate, and tax planning. Its financial planning process includes understanding the client's financial circumstances, identifying their goals, and developing monetary planning recommendations. Its advisors then implement the individual's financial plan and monitor their progress to make necessary adjustments. They also provide divorce financial analysis and insurance advice.

Website
11350 Random Hills Rd, Fairfax, VA 22030
  • Certified Financial Planner (CFP)

Why choose this provider?

Rechter Wealth Management is a financial advisory firm serving clients in the Centreville community. It has been in the industry since 2003, providing financial planning and investment portfolio management solutions. Its owner and operator, Peter Rechter, is a Certified Financial Planner. He creates a customized asset allocation strategy based on the client's financial objectives, time horizon, risk tolerance, and liquidity needs. Prior to establishing his firm, Rechter worked as a senior financial planner at Merrill Lynch for three years.

Website
4211 Pleasant Valley Road Suite 260, Chantilly, VA 20151
  • Retirement Planning

Why choose this provider?

Founded in 2007, Pegasus Financial Group, LLC, serves the residents of Centreville. The firm helps clients preserve and expand their wealth through financial life management, life planning for aging clients, and small business planning. Its financial management process involves analyzing the client's net worth, managing cash flow, strategizing to pay off debts, and allocating assets for investments. The firm also provides tax preparation services. Its team of financial advisors includes Accredited Investment Fiduciary Stephen M. Moss and Certified Financial Planner Thomas M. Welsh.

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.

  • What typical indicators should you look for to determine whether to stop saving money for your retirement in Centreville?

    You should keep an eye out for the following indicators to determine when you should stop saving for your retirement in Centreville:

    • You are thinking about taking an early retirement or making your current employment arrangements more flexible.
    • Your asset mix is designed to protect you from market volatility and inflation.
    • You've padded your savings against unforeseen medical or long-term care costs.
    • You've reached or surpassed your savings goal for retirement.
  • Does your required minimum distribution in Centreville depend on your account balances?

    Yes. Your account balances are a factor in determining your RMD in Centreville. Your RMDs should be lower if your account balance is lower. Transforming funds from taxable savings plans into Roth accounts is one strategy to lower your account balances. Although the amount you convert will be subject to tax, this is far preferable to taking larger RMDs.

  • Why should you buy term life insurance in Centreville?

    Because term life insurance rates are less expensive than those for other forms of life insurance and because it offers basic coverage, you should purchase it in Centreville. For the length of time you choose, it safeguards your loved ones. When you need protection but are unable to afford permanent life insurance, term coverage could be a wise option.

  • Is it a good idea to email a financial advisor in Centreville the list of inquiries you have before your initial appointment with them?

    Yes, you should email a list of inquiries for a financial advisor in Centreville before your initial consultation. By doing it in this manner, you are much better organized and prepared, which makes a good start. The queries don't simply have to be about your money. You can ask them about their payment structure, the services they will be providing for you, and the upcoming plan for your finances.

  • What drawbacks are there to withdrawing funds from your Centreville 401(k) plan?

    You can be subject to taxes if you take money out of your Centreville 401(k) plan because it is regarded as income. If you take money out of your 401(k), the investments in your account won't have time to grow, and you might have to put in more hours at work to cover up the difference. You will also be subject to a 10% early withdrawal penalty in addition to any applicable taxes if you leave your company before the year you turn 55 and are under the age of 59.5.

  • 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.