Laurels
Best Financial Advisors in Chesapeake
2020

7 Best Chesapeake Financial Advisors

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We scored 60 Financial Advisors in Chesapeake, VA and Picked the Top 7

Advantage Investing is a Registered Investment Advisory firm in Chesapeake. The firm's chief focus is on investment management strategies. Each of its clients receives a customized portfolio that allocates their current assets based on their current needs, long-term goals, and risk tolerance. The company uses a "bonds" strategy with its clients to limit risks while providing greater returns than with mutual funds. Its "current income" strategy is designed for investors who want a steady stream of income from their investments, while its "stock" strategy uses financial research to choose high-performing stocks to invest in. Advantage Investing's most aggressive strategy is "strategic allocation," which allocates assets across multiple accounts.

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Honeycutt Financial is a fee-only financial planning and investment management firm in Chesapeake. The company founder, Vivian Honeycutt, is a Certified Financial Planner who has been part of the financial planning industry since 2000. The company's comprehensive planning services take into account a client's current assets and long-term goals for retirement and college for future generations. The firm also provides continuing investment advisory services with fees based around the value of assets being managed and offers one-off hourly consultations to answer one-time questions. To qualify for complete investment management, clients must have at least $500,000 in managed assets.

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Korving and Company is a financial services firm that helps Suffolk-area clients with financial planning and asset management. Its comprehensive financial planning services involve a single, streamlined plan regarding every aspect of a client's finances. More specific services include retirement planning, college planning, income planning, estate planning, business succession planning, and investment advice. The firm's investment management services include options pulled from a broad range of asset classes. In addition, the firm monitors and adjusts each client's portfolio as market conditions shift.

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Newman Financial Services is a Chesapeake-based financial planning and investment management firm. The company's services include tax management strategies, retirement strategies, investment management, annuity products, insurance options, and estate conservation planning. Its typical clients are businesses and individuals in the Chesapeake community. The firm's agents have varying professional designations, and many are licensed to sell certain insurance and investment products. Newman Financial Services' insurance options include long-term care, group health, life, individual health, and disability income policies. Clients can also request information about 401(k) plans.

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Nexus Financial is an independent financial services firm focusing on strategic wealth planning. The Chesapeake company's main areas of focus are insurance planning, retirement planning, and investing. The firm offers consulting services, life insurance options, health plans, employee retirement plans, and investment analyses for small businesses. Investment management focuses on long-term portfolio management and allocating assets to college savings funds. Its insurance planning service includes life insurance, long term care insurance, disability insurance, and special needs planning. The company's co-founder, David Wood, has a bachelor's degree in Economics and Financial Management, and co-founder, Pete Bonelli, is a Chartered Retirement Plans Specialist.

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Towne Investment Group is a financial services firm with Virginia locations in Suffolk, Chesapeake, Glen Allen, Mechanicsville, Newport News, Norfolk, Richmond, Virginia Beach, and Williamsburg. It also has North Carolina locations in Elizabeth City and Moyock. The company's services include wealth and asset management, retirement planning, small business consulting, goal planning, college planning, estate planning, and tax planning. Its small business clients can also receive customized retirement plans for their employees. The retirement planning service includes investing for those still in the workforce, optimizing assets for those nearing retirement, and generating income for retirees.

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Tull Financial Group is a Chesapeake-based financial planning, wealth management, and retirement planning firm. The firm has special focuses on family meetings, lives in transition, and aging well. Its transition services help clients through major life changes like divorce, the death of a spouse, marriage, illness, career changes, and moving to a new place. Its family meetings are used to let clients communicate important financial information to their descendants and estate beneficiaries. and its "aging well" services are geared toward older individuals who want to optimize their income for a long retirement. The company president, Robert Tull, is a Certified Financial Planner.

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