Best Financial Advisors in Newport News

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Last updated: September 26, 2022

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Newport News, VA

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.

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Colonial River Wealth Management

2110 William Styron Square, Newport News, VA 23606

Certified Financial Planner (CFP)
Retirement Planning
Insurance Products
Tax Planning

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.

Covenant Wealth Advisors

351 McLaws Circle, Williamsburg, VA 23185

Tax Planning

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.

Da Vinci Financial Designs

2101 Executive Drive, Hampton, VA 23666

Estate Planning

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.

Financial Security

575 Lynnhaven Parkway, Virginia Beach, VA 23452

Estate Planning
Certified Financial Planner (CFP)

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.

Joss Brown Wealth Advisors

751 Thimble Shoals Boulevard, Newport News, VA 23606

Certified Financial Planner (CFP)

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.

Mason

11827 Canon Boulevard, Newport News, VA 23606

Certified Financial Planner (CFP)

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.

Point Comfort Wealth Management

701 Town Center Drive, Newport News, VA 23606

Estate Planning
Certified Financial Planner (CFP)

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.

Richard Holden

751 Thimble Shoals Boulevard, Newport News, VA 23606

Certified Financial Planner (CFP)
Retirement Planning
Tax Planning

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.

Sun Financial Services, Inc.

11847 Canon Boulevard, Newport News, VA 23606

Estate Planning
Private Wealth Advisor
Retirement Planning
Tax Planning

Sun Financial Services, Inc., is a full-service financial advisory firm that has been assisting clients in the Newport News metro and its surrounding areas for more than 26 years. It helps clients plan their retirement, understand their tax situation, create an investment strategy, and oversee personal affairs, such as the distribution of their wealth. In addition, it offers social security claiming consultation, estate conservation, IRA rollovers, and divorce financial planning. Its president, Darry E. Patterson, has been in the financial services industry since 1985.

Towne Investment Group

1 Old Oyster Point Road, Newport News, VA 23602

Estate Planning
Retirement Planning
Tax Planning

Towne Investment Group is a financial advisory firm that services clients in the Newport News metro and surrounding areas. It helps manage clients' wealth through various services, such as retirement planning, estate planning, tax planning, education planning, and goal planning. It also offers bonds, stocks, mutual funds, insurance, and annuities. In addition, it provides small business services like 401(k) advising, plan-design consulting, and investment policy statement designing. Its chairman, Kenneth W. Wren, has been in the financial services industry for more than 40 years.

Virginia Estate and Retirement Planning Advisors, Inc

11815 Fountain Way, Newport News, VA 23606

Estate Planning
Retirement Planning

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A: If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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