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Best Financial Advisors in Newport News

2023

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Website
Newport News, 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

848-BookPro
Newport News, VA

Why choose this provider?

Need help contacting a Financial Advisor in Newport News? 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
351 McLaws Circle, Williamsburg, VA 23185
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Private Wealth Advisor
  • Tax Planning

Why choose this provider?

Covenant Wealth Advisors is an independent financial planning firm serving individuals in Newport News. It assists its clients in achieving financial security through tax planning, financial planning, and investment management. The firm also acts as a fiduciary for those over the age of 50 with more than a million dollars in investments. CEO and president Mark Fonville provides personalized financial planning strategies. His insights on financial planning had been featured in Barron's, New York Times, and Kiplinger 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 (6)

Website
2110 William Styron Square, Newport News, VA 23606
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Why choose this provider?

Colonial River Wealth Management provides an extensive range of financial planning services for clients in the Newport News area. Among the services it provides include investment planning, retirement planning, insurance planning, and tax preparation services. This independent financial firm assists clients in developing asset allocation strategies and constructing long-term care insurance plans. Devin Garofalo, the company CEO and wealth advisor, holds more than 15 years of industry experience. He established the firm over a decade ago.

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
751 Thimble Shoals Boulevard, Newport News, VA 23606
  • Certified Financial Planner (CFP)

Why choose this provider?

Joss Brown Wealth Advisors is a team of financial advisors that offers financial planning, investment management, and non-profit and corporate solutions to clients in Newport News and the rest of the state. Founder Dan Joss started with a sole-practitioner firm in 2015 before partnering with Katherine Brown in 2020 and changing the firm's name from Joss Financial to what it is now. Joss is one of the less than 200 Life Planners in the whole country.

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
  • Certified Financial Planner (CFP)

Why choose this provider?

Mason & Associates, LLC, is an independent financial planning firm that has been serving clients in Newport News and the surrounding areas since 2003. It assists federal employees, private sectors, and state employees in utilizing government benefits and pensions. In addition, the firm hosts a radio show that talks about financial planning strategies and answers related questions from live callers. Chairman Michael Mason is a Certified Financial Planner and has been in the industry since 1987.

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
751 Thimble Shoals Boulevard, Newport News, VA 23606
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Richard Holden is a financial advisor and branch manager of the Newport News branch of Raymond James Financial Services. He assists clients with financial matters like stocks, bonds, individual retirement accounts, insurance, educational savings, and college savings plans. Richard Holden crafts individualized financial plans according to the needs, goals, and risks of his clients. He was part of the U.S. Air Force for 20 years. Richard Holden has been helping clients with their financial service needs for over 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.
4.4
Yelp
4.2 / 5 (54)
Facebook
4.8 / 5 (32)
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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
575 Lynnhaven Parkway, Virginia Beach, VA 23452
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Financial Security provides financial planning and investment strategies to individuals, families, and business owners. One of its offices is in Newport News. It assists with estate and tax planning, wealth accumulation, risk and cash flow management, and mortgage matters. Since its foundation in 1997, the firm has been helping clients achieve financial independence. One of its partners, Charles Jenks, Jr., started his financial services career in 1986. Jenks is a Certified Financial Planner and Chartered Advisor for Senior Living.

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)
Facebook
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
2101 Executive Drive, Hampton, VA 23666
  • Estate Planning

Why choose this provider?

Da Vinci Financial Designs is a fiduciary financial advisory firm that offers its services to clients in the Newport News area and its surrounding communities. Its team of advisors helps clients manage their wealth, analyze their financial resources, oversee their investments, and review their insurances. In addition, it helps clients review and understand their pensions and other government benefits. Da Vinci Financial Designs' principal and managing partner, Jim Agostini, served as a U.S. Army Officer.

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 (8)

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
11815 Fountain Way, Newport News, VA 23606
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Virginia Estate and Retirement Planning Advisors, Inc., is an independent registered investment advisor located in Newport News. It provides comprehensive financial planning services that include investment and tax management, asset allocation strategies, and retirement and succession planning. President Thomas P. Marshall has been helping investors for more than 20 years. In addition, he has published a book titled "More Retirement Smarts: Plan Well and Retire Well" that serves as a retirement planning guide for individuals.

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
Yelp
5.0 / 5 (22)

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
––

Website
701 Town Center Drive, Newport News, VA 23606
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Point Comfort Wealth Management is a financial advisory firm that services clients in the Newport News metro and nearby areas. It helps clients with financial matters through estate planning, education planning, retirement income planning, investment management, and tax planning strategies. In addition, it also offers insurance and risk management plans, such as long-term care insurance, disability insurance, and life insurance. One of the company's partners, Stephen E. Sigmon, has been in the financial services industry for more than 20 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.
4.0
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.

  • Are financial advisors in Newport News liable for negligence?

    Financial advisors in Newport News can be held liable for wrongdoing or negligence under certain circumstances. Clients have the option to pursue legal action against financial advisors if they can provide evidence of professional negligence, deficiency in service, or fraud. In cases of professional negligence, clients may sue financial advisors if they can demonstrate that the advisor lacked the claimed skills or knowledge.

  • How can you verify if a financial advisor in Newport News holds a CFP designation?

    To verify if a financial advisor in Newport News holds a Certified Financial Planner (CFP) designation, you can use a verification search provided by the CFP Board. This search will help you identify individuals who currently hold the CFP certification. It will also indicate if an individual was previously certified but is not currently certified. It is also recommended to consult other regulatory databases such as FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure databases for additional regulatory information.

  • Are financial advisors in Newport News required to disclose their fees?

    Financial advisors in Newport News must disclose their fees as per regulatory requirements from the Securities and Exchange Commission (SEC). The SEC mandates financial advisors to submit a detailed Form ADV, outlining their business practices, offered services, fee structures, and disciplinary history. Additionally, Rule 206(4)-1 requires advisors to disclose any potential conflicts of interest that could impact their advice, while Rule 204-3 necessitates maintaining written agreements with clients, specifying fee and compensation details.

  • Is there a minimum asset requirement to work with a financial advisor in Newport News?

    Financial advisors in Newport News may have minimum asset requirements for their services. These requirements can vary, with some advisors setting thresholds as low as $100,000, while others may require minimum assets of $500,000 or even $1 million. Certain investment advisory programs may also have specific asset level criteria based on your investment goals and financial situation. To determine the specific requirements of a financial advisor, it is advisable to inquire about their minimum asset threshold.

  • Are there any local organizations in Newport News that provide financial education?

    Yes, there are local organizations that provide financial education, such as the THRIVE Peninsula and Catholic Charities of Eastern Virginia. These organizations located in Newport News offer various programs to help individuals and families take control of their finances and set their budgets according to their income, goals, and expenses.

  • 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.

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