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Best Financial Advisors in Norfolk

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Baillie & Associates Wealth Management logo

Baillie & Associates Wealth Management

Portsmouth, VA 23704
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Baillie & Associates Wealth Management is a Portsmouth-based financial services firm that provides investment solutions to clients. The firm puts an emphasis on solutions for military professionals, but it also serves individuals, businesses, estates, and trusts. The company handles all aspects of financial planning, including retirement, estate planning, short-term cash flow analysis, college tuition planning, and insurance strategies. Its clients have access to a range of investment, life insurance, and health insurance options. The company founder, Andrew Baillie, has more than six decades of experience in the financial industry.

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Banister & Beck Financial Advisors logo

Banister & Beck Financial Advisors

101 West Main Street, Norfolk, VA 23510
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  • Certified Financial Planner (CFP)

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.

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Capital Financial Group logo

Capital Financial Group

555 E. Main Street, Suite 800, Norfolk, VA 23510
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

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.

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Courage Miller Partners logo

Courage Miller Partners

101 West Main Street, Norfolk, VA 23510
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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FFG Virginia Beach logo

FFG Virginia Beach

5544 Greenwich Road, Virginia Beach, VA 23462
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  • Estate Planning
  • Retirement Planning

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.

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Financial Counselors of Virginia, Inc. logo

Financial Counselors of Virginia, Inc.

Portsmouth, VA 23704
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Financial Counselors of Virginia, Inc. provides fee-only investment management and financial planning services to Portsmouth-area clients. It specializes in comprehensive financial planning that addresses every aspect of a client's long-term goals. From there, the firm creates an investment portfolio to help clients reach those goals. In addition to these services, the company helps with income tax preparation and planning, education funding strategies, mortgage financing, estate planning, and choosing between buying or leasing. CFP Michael Broadhurst has been practicing tax preparation, investment management, and financial planning in North Carolina and Virginia for more than three decades.

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First Genesis of Virginia logo

First Genesis of Virginia

1701 Church Street Suite D, Norfolk, VA 23504
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  • Estate Planning
  • Insurance Products

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.

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Greenwood Financial Group logo

Greenwood Financial Group

700 Tech Center Parkway, Newport News, VA 23606
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

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.

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Heritage Wealth Management Group logo

Heritage Wealth Management Group

733 Boush Street, Norfolk, VA 23510
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  • Estate Planning
  • Certified Financial Planner (CFP)

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.

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Lighthouse Financial Group, LLC logo

Lighthouse Financial Group, LLC

Hampton, VA 23666
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  • Estate Planning

Lighthouse Financial Group, LLC is a Hampton-based firm that was founded in 1996. Originally called Stagmeyer and Associates, the company was rebranded as Lighthouse Financial Group in 2005. The firm takes a holistic approach to financial management, addressing every aspect of a client's financial situation and long-term goals. The first service clients receive is a choice of insurance companies to mitigate their risk. The firm then helps create a blueprint that allows clients liquid cash and elimination of debt. Once these foundations are in place, the firm collaborates with the client to create a retirement plan and college planning strategies for future generations.

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Martello Investments logo

Martello Investments

201 E. City Hall Ave, Norfolk, VA 23510
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  • Investment and Financial Planning

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.

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MCM Financial logo

MCM Financial

Newport News, VA 23606
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MCM Financial is a financial planning firm located in Newport News. Its clients have access to a diverse range of investment opportunities, including educational savings plans, long term care insurance, annuities, stocks, retirement plans, and life insurance. The company is run by Matthew Martin, an investment advisor representative with Series 66 and Series 7 registrations. He has been representing Woodbury Financial since 2014.

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Milestone Financial logo

Milestone Financial

2460 East Little Creek Road, Norfolk, VA 23518
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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.

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Pathway Financial Planning logo

Pathway Financial Planning

780 Pilot House Drive, Newport News, VA 23606
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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.

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Point Comfort logo

Point Comfort

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

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.

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Resource 1 logo

Resource 1

370 World Trade Center, Norfolk, VA 23510
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  • Tax Planning

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.

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S2S Silver Services logo

S2S Silver Services

Norfolk, VA 23502
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S2S Silver Services is a Medicare insurance specialist serving East Virginia and Hampton Roads seniors. The firm's goal is to help seniors choose a Medicare supplement plan while protecting their assets and increasing overall wealth. The company has been providing financial planning solutions to seniors for several years.

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Sterling Financial Group logo

Sterling Financial Group

999 Waterside Drive, Norfolk, VA 23510
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  • Insurance Products

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.

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Wealthway Financial Advisors logo

Wealthway Financial Advisors

440 Monticello Avenue, Norfolk, VA 23510
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  • Estate Planning
  • Certified Financial Planner (CFP)

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.

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Wilbanks Smith & Thomas Asset Management, LLC logo

Wilbanks Smith & Thomas Asset Management, LLC

150 W Main St #1700, Norfolk, VA 23510
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  • Certified Financial Planner (CFP)

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.

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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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