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Laurels

Best Financial Advisors in Newport News
2021

We scored 53 Financial Advisors in Newport News, VA and Picked the Top 12

Here are the Picks:

Colonial River Wealth Management

Covenant Wealth Advisors

Da Vinci Financial Designs

Financial Security

Joss Brown Wealth Advisors

Lions Bridge Financial Advisors

Mason

Point Comfort Wealth Management

Richard Holden

Sun Financial Services, Inc.

Towne Investment Group

Virginia Estate and Retirement Planning Advisors, Inc

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Newport News Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 53 36 12

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Colonial River Wealth Management

  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • 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.

Click to Call

2110 William Styron Square
Newport News, VA 23606

Website

(877) 599-9111 Website

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Covenant Wealth Advisors

  • 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.

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351 McLaws Circle
Williamsburg, VA 23185

Website

(757) 259-0111 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Da Vinci Financial Designs

  • 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.

Click to Call

2101 Executive Drive
Hampton, VA 23666

Website

(757) 644-5544 Website

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Financial Security

  • 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.

Click to Call

575 Lynnhaven Parkway
Virginia Beach, VA 23452

Website

(800) 965-3172 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Joss Brown Wealth Advisors

  • 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.

Click to Call

751 Thimble Shoals Boulevard
Newport News, VA 23606

Website

(757) 903-2127 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lions Bridge Financial Advisors

  • Retirement Planning
  • Certified Financial Planner (CFP)

Lions Bridge Financial Advisors is a full-service financial management firm that has been serving clients in Newport News and its surrounding areas for over 13 years. Founder and CEO Devin Garofalo has over 15 years of experience in the industry. He and his team specialize in financial, tax, and retirement planning. They also deal with matters involving investments, insurance, corporate cash management, employee benefits, and education. In addition, Lions Bridge Financial Advisors works with LPL Financial.

Click to Call

2110 William Styron Square South
Newport News, VA 23606

Website

(877) 599-9111 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Mason

  • 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.

Click to Call

11827 Canon Boulevard
Newport News, VA 23606

Website

(800) 896-2766 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 (Best)

Total Reviews:

37 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Point Comfort Wealth Management

  • 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.

Click to Call

701 Town Center Drive
Newport News, VA 23606

Website

(800) 436-4212 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: B+

Richard Holden

  • Retirement Planning
  • Certified Financial Planner (CFP)
  • 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.

Click to Call

751 Thimble Shoals Boulevard
Newport News, VA 23606

Website

(757) 240-2302 Website

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Sun Financial Services, Inc.

  • Estate Planning
  • Retirement Planning
  • Private Wealth Advisor
  • 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.

Click to Call

11847 Canon Boulevard
Newport News, VA 23606

Website

(757) 595-5240 Website

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Towne Investment Group

  • 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.

Click to Call

1 Old Oyster Point Road
Newport News, VA 23602

Website

(757) 249-4809 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Virginia Estate and Retirement Planning Advisors, Inc

  • 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.

Click to Call

11815 Fountain Way
Newport News, VA 23606

Website

(800) 279-3768 Website

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

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