Expertise.com
2024

Last updated:

Best Financial Advisors in Hampton

Our Recommended Top 5

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

36

Reviewed

23

Curated

5

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Hampton, 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

Hampton, VA

Why choose this provider?

Need help contacting a Financial Advisor in Hampton? 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
751 Thimble Shoals Boulevard, Newport News, VA 23606
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Joss Brown Wealth Advisors provides wealth management services in Hampton. It helps clients make better decisions via its financial planning services, which cover maximizing taxes and insurance and estate planning. The firm also assists clients in investment management. It provides corporate and non-profit solutions such as endowments, employee retirement plans, and non-profit investment portfolios. Dan Joss, one of the firm's founders, is a Certified Financial Planner. Joss is frequently cited by the Washingtonian as a Top Financial Planner.

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 (3)

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
11827 Canon Boulevard, Newport News, VA 23606
  • Estate Planning

Why choose this provider?

Mason & Associates, LLC, is a fee-only financial planning firm that serves the Hampton area. It specializes in providing comprehensive financial advice to federal employees, state employees, members of the Armed Forces, and private sector workers. The services it offers include retirement planning, estate planning, wealth protection, and portfolio management. It is also familiar with maximizing government benefits, such as the federal employee retirement system and civil service retirement system. The company has a bimonthly radio show to supply the public with financial planning strategies.

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 (35)
Facebook
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
780 Lynnhaven Parkway, Virginia Beach, VA 23452
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Virginia Estate and Retirement Planning Advisors, Inc., is an independent and privately owned fiduciary that serves the Hampton metro. The firm offers financial planning, estate planning, tax advice, and investment management services. The team of financial advisors also provides 401(k) advisory services to create personalized retirement plans for business owners. Thomas Marshall, the firm's president, has been advising investors for over 20 years and has helped more than 800 retirees and soon-to-be retirees reach their goals.

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 (16)

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
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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.

  • Should you delay taking your Social Security benefits in Hampton, VA?

    Deferring social security benefits is commonly done to increase the monthly benefit amount. You should first consider factors like retirement age, life expectancy, and health status. Benefits start at age 62, but if you plan to retire at 70, it would make sense to postpone the benefits. Meanwhile, if you need funds for a medical condition, it will be beneficial to claim benefits as normally scheduled. A Hampton financial advisor can help you weigh the pros and cons.

  • What is the benefit of working with an independent wealth advisor in Hampton, VA?

    A Hampton wealth advisor operating independently means they have the freedom to source financial products and solutions from any provider. The advisor does not have affiliations with insurance companies, brokerage firms, or banks, that may influence their recommendations to you. Their recommendations will be objectively based on your personal preferences and financial goals.

  • Can financial advisors work with Hampton state employees regarding their Partial Lump Sum Option (PLOP)?

    A Hampton financial advisor can help you make an informed decision on whether to take the PLOP or not based on your situation. The advisor can analyze if it is beneficial to do so at your current age and with the tax laws applicable to you. Taking the PLOP before age 55 can result in a 10% tax penalty. On the other hand, you can transfer your partial lump sum to your IRA account for compound returns in the future.

  • Can a Hampton financial advisor help you sort out your finances during the divorce process?

    You should see a financial advisor who is a Certified Divorce Financial Analyst (CDFA). The CDFA conducts divorce financial analyses and provides advice to you and your divorce attorney. Some facets of divorce that a CDFA tackles include asset distribution, taxation, and financial planning toward an equitable settlement between the divorcing spouses. A Hampton CDFA also helps you avoid mistakes such as not looking into employee benefits, and not considering inflation when calculating the value of retirement assets.

  • 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.