Laurels

Best Financial Advisors in Portsmouth
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Portsmouth 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 29 20 7

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

Buckingham Strategic Wealth

  • Certified Financial Planner (CFP)

Buckingham Strategic Wealth provides financial planning and wealth management services. It serves individuals, families, and business owners in Portsmouth metro and its surrounding areas. Dedicated to seeing clients achieve their financial objectives, the firm's wealth advisors work with them in creating comprehensive plans. One of its advisors is Jeff Chernitzer, who is a CPA and a personal financial specialist. He was the co-founder of WealthQuest Financial Services before they merged with Buckingham Strategic Wealth in 2018.

150 W. Main Street Suite 1860
Norfolk, VA 23510

Website

Heritage Wealth Management Group

The Heritage Wealth Management Group has been serving individuals and families in the Portsmouth metro and its surrounding areas since 2004. It provides them with tax planning, investment advice, and wealth management services focused on guiding them in achieving their financial objectives. Dedicated to prioritizing the best interests of every client, the firm's advisors work with them in developing financial plans. They also assist them in matters like household budgeting, education funding, and estate planning.

733 Boush Street, Suite 100
Norfolk, VA 23510

Website

Wilbanks Smith & Thomas Asset Management, LLC

  • Certified Financial Planner (CFP)

Wilbanks Smith & Thomas Asset Management, LLC, is an advisory firm that serves individuals and institutions in Portsmouth. Founded in 1990, the firm offers personalized services and customized solutions to wealth management and institutional advisory. It also assists brokers and advisor networks with operational and investment support and asset management. Its professionals team together in volunteering for community service. They support the Virginia Symphony Orchestra and the Business Consortium for Arts Support.

150 West Main Street Suite 1700
Norfolk, VA 23510

Website