Best Financial Advisors in Norfolk

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Norfolk 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 65 43 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

Baillie & Associates Wealth Management

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.

Portsmouth, VA 23704


Courage Miller Partners

Courage Miller Partners is an independent financial services firm located on West Main Street in Norfolk. Trustees and investors have access to consulting services and financial organization plans. Fiduciaries receive consultations regarding the protection of trusts. Individuals can also receive portfolio management services to grow their assets and reach long-term goals. The company also focuses on retirement plan consulting for business owners, in which retirement plans for employees can be evaluated or created from scratch. The firm's co-founder, Ralph Courage, has more than three of experience in the financial service industry.

Norfolk, VA 23510


Financial Counselors of Virginia, Inc.

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.

Portsmouth, VA 23704


Fortress Financial

Fortress Financial is a wealth management firm based in Newport News. The company is run by wealth manager Tom Bucklin, a financial advisor with an RICP designation. Its typical client is an individual or small business owner who wants help with achieving long-term and short-term financial goals. With a focus on retirement planning, the firm helps each client create a customized plan to achieve financial independence. Its clients collaborate with the firm in face-to-face meetings, first receiving a free portfolio analysis and goals assessment, which is followed by more in-depth planning. The firm also provides educational resources to help community members learn more about managing their wealth.

Newport News, VA 23602


Lighthouse Financial Group, LLC

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.

Hampton, VA 23666


Lions Bridge Financial Advisors

Lions Bridge Financial Advisors celebrates the firm’s 10th year as an independent financial planning and wealth management firm with locations in Newport News, Virginia Beach and Williamsburg. Company president, Jayne Di Vincenzo, holds seven licenses with LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC and she has earned designations including the Certified Estate Planner and Accredited Investment Fiduciary designations. The Lions Bridge Financial Advisor team has over 75 years of combined experience in investments, insurance and retirement strategies and has ranked in the top 3% of advisors clearing through LPL Financial several years running. They specialize in helping medical professionals and hospital administrators, small business owners, high net worth families with assets over $3 Million; and women who are transitioning through retirement, divorce, widowed or relocation.

Newport News, VA 23606


MCM Financial

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.

Newport News, VA 23606


Milestone Financial

Milestone Financial is a financial planning firm that aims to help Norfolk clients through life transitions and milestones. The company president, J.D. Wiedmaier, has over two decades of industry experience. The firm helps clients reach milestones such as funding college tuition, paying off a mortgage, and creating dependable retirement income. Its clients have access to multiple sophisticated financial tools thanks to the firm's independent nature. Milestone Financial's experienced advisors focus on long-term financial planning strategies, including retirement planning, insurance options, portfolio management, strategic tax planning, and college planning for future generations.

Norfolk, VA 23513


Norseman Advisory Group, Inc.

Norseman Advisory Group, Inc. is a state-registered investment firm that serves Newport News and the surrounding areas. The company specializes in asset management and financial planning for both families and businesses. Investors receive customized strategies to address long-term and short-term financial goals. The firm aims to help every client achieve financial independence through insurance options and financial plans. Its wealth manager, Paige Fraasch, has more than two decades of financial industry experience.

Newport News, VA 23606


Pathway Financial Planning Inc.

Pathway Financial Planning Inc. is an RIA firm serving the Virginia community. The company is run by a certified financial planner who has worked to improve clients' lives since 1993. Its clients collaborate with the firm on financial strategies to meet their goals. After assessing long-term goals, the company creates and implements a step-by-step plan. It also offers college planning services to alleviate the burden of tuition on future generations.

Newport News, VA 23601


Point Comfort Wealth Management

Point Comfort Wealth Management is a financial planning firm that serves families, businesses, and individuals in the Point Comfort area. The firm aims to create long-term, collaborative client relationships to manage and grow client assets. Each of its clients receives a customized plan addressing their investment portfolio, retirement strategies, legacy planning, and risk management solutions. The company's managing partners have four decades of combined experience in the finance industry.

Newport News, VA 23606


S2S Silver Services

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.

Norfolk, VA 23502


Wrong city? Here are some nearby places: