Best Financial Advisors in Norfolk

Banister & Beck Financial Advisors is a full-service company that serves clients in Norfolk. Fred Banister and Julie Beck are associated with Davenport & Company LLC that provides asset management and financial advisory services. The services involve a review of net worth and employee stock options. They also handle insurance and annuity products for clients in Florida and Virginia. Senior Vice President Beck, a Certified Financial Planner, has worked with several financial institutions, including Bank of America Investments and Legg Mason, before joining Davenport in 2009.

Capital Financial Group serves the individuals and businesses in Norfolk and the neighboring areas. Its financial advisors help clients make informed choices about their finances and customize strategies that suit their vision and objectives. It designs and implements products and services such as SEP and simplified plans, succession planning and buy-sell agreements, non-fee needs analysis, ESOPs, and pension/profit-sharing. It also offers insurances, including annual renewable term, survivorship variable universal life, individual disability income, and individual long-term care plans.

Courage Miller Partners is an independent wealth management firm that serves the residents of Norfolk and the surrounding areas. Its financial planning services include data gathering, plan creation, investment allocation, and periodic updates. It also assists clients through services such as financial organization and consulting, fiduciary reporting and consulting, retirement plan consulting, and portfolio management. Co-founder and managing member Ralph M. Courage has been working in the financial services industry for more than 35 years.

FFG Virginia Beach advises clients on obtaining optimal financial balance by addressing the underlying risk in the client's existing financial plans. The team of financial advisors works with more than 150 representatives and 2,500 licensed brokers in order to come up with personal and business strategies for individuals, families, and business owners. Considered one of the largest independently owned complete financial services firms in the Mid-Atlantic area, the firm has been serving Norfolk and the Virginia Beach community since 1927.

First Genesis of Virginia promotes financial awareness to individuals across Norfolk and the surrounding communities. It assists clients who wish to plan their retirement through wealth preservation, investments, and estate conversions. Its money management services include executive benefits, mutual funds, business planning, education fund strategies, and financial planning solutions. It also guides individuals in applying for disability income, life, and long-term care insurance policies to protect their families, finances, and future health. Its president, Kenneth J. Royster, is a wealth consultant with 34 years of industry experience.

Greenwood Financial Group is a full-service wealth management firm that has been serving the residents of Norfolk and the surrounding areas for more than 35 years. It offers a wide range of financial planning services, including tax management, risk management, education funding, investment planning, and estate and retirement planning. It also offers employee and executive benefit plans for businesses. Greenwood Financial Group supports community organizations such as the Fellowship of Christian Athletes and the First Tee of Greater Richmond.

Heritage Wealth Management Group is an investment advisory firm based in Norfolk. It offers financial planning services that include insurance planning and risk management, cash flow analysis, estate planning, and education funding. The firm also helps clients in wealth and investment management involving bonds, stocks, domestic and international holdings, and real estate. Its president, Peter Bryan, is a Chartered Life Underwriter. Bryan started his career in the financial services industry when he joined Merrill Lynch in 1982.

Martello Investments is an independent wealth management and advisory firm based in Norfolk, Virginia. Martello’s investment services include retirement portfolio strategies, multi-generational investing, and values-based portfolios. Along with investments, the Martello team focuses on all aspects of a client’s financial well-being through evidence-based comprehensive financial planning. Martello’s independent structure and fiduciary commitment means client needs are prioritized every step of the way. Martello’s Chief Investment Officer, Arthur Grizzle, is a Chartered Financial Analyst (CFA) charterholder and holds an MBA degree from the College of William & Mary.

Milestone Financial is a wealth management firm that has been serving the residents of Norfolk and the surrounding areas for more than five years. It helps clients manage their financial resources through services such as risk reduction, family wealth management, portfolio management, strategic tax planning, and college planning. In addition, the firm also provides preliminary estate planning and retirement planning services. Founder JD Wiedmaier holds a CFP designation and has been working in the financial services field for more than 26 years.

Pathway Financial Planning serves customers in Norfolk and the surrounding communities. The financial firm provides a wide range of services, such as investment planning, divorce consultation, estate planning, wealth management, and financial planning services. Its owner and a 10-year army veteran, Oscar Alvarez, is also a divorce financial analyst and an independent financial planner. He was selected as the Five Star Wealth Manager by Hampton Road Magazine in 2011. Moreover, Pathway Financial Planning extends its services throughout the area of Virginia.

Point Comfort is a financial advisory firm that serves individuals, families, and businesses from Norfolk and the surrounding areas. It provides a wide range of wealth management services, including investment management, insurance and risk management, and tax planning strategies. It also assists clients with estate planning and retirement income planning. Partner Stephen E. Sigmon has been working in the financial services industry for more than two decades. He is a member of the Financial Planning Association and The Hampton Roads Estate Planning Council.

Resource 1 is an investment advisory firm operating in Norfolk. It offers financial services to individuals and businesses to help them in securing their financial future. Distribution solutions are available, such as income design portfolios, estate planning, and charitable and family foundations. Resource 1 president Michelle L. Hoesly is a Certified Pension Consultant by the American Society of Pension Actuaries. She has been quoted on financial issues by different media publications such as The Wall Street Journal and Kiplinger.

Sterling Financial Group is a firm that caters to the residents of Norfolk and its surrounding communities. It provides services such as financial review, needs analysis, strategy development and implementation, financial activity coordination, and progress monitoring. The company also offers a variety of products, including lifetime income strategies, college funding, managing costs for extended periods of care, and retirement income. In addition, it handles business solutions like expense management. Sterling Financial Group has been delivering financial solutions since 2008.

Wealthway Financial Advisors is an independent financial planning firm that caters to the residents of Norfolk and the surrounding communities. It provides a wide range of services, including investment management, accumulation planning, and insurance analysis. In addition, its team of professionals handles estate planning and retirement design. The business also offers senior resources. Its process involves data gathering, analysis and strategy, implementation, and review. Wealthway’s president, Kevin J. Zywna, has been in the personal finance industry since 1990.

Wilbanks, Smith & Thomas Asset Management, LLC, has been helping clients in Norfolk since 1990. Individuals can hire its financial advisors to attain current and future goals. They assist with selecting insurance policies, drafting wills, and preparing for retirement that can sufficiently provide income even after leaving the workforce. The company also creates and manages investment portfolios that suit a client's risk tolerance. Managing principal Wayne Wilbanks is a Chartered Financial Analyst with more than 35 years of experience.