Expertise.com
2024

Last updated:

Best Financial Advisors in Portsmouth

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

31

Reviewed

22

Curated

9

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Portsmouth, VA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Portsmouth, VA

Why choose this provider?

Need help contacting a Financial Advisor in Portsmouth? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
370 World Trade Center, Norfolk, VA 23510
  • Finance Planning

Why choose this provider?

Resource 1, Inc. provides various financial advisory services to clients residing in Portsmouth and its surrounding areas. It utilizes a multi-generational approach when it comes to providing solutions that involve risk management, financial planning, and investment strategies. It also assists various company owners in identifying their long-term goals and developing strategies that can help them grow their businesses. Company president, Micki Hoesly, is affiliated with different organizations, such as Million Dollar Round Table and American Society of Pension Actuaries.

Reputation:

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.
5.0
Facebook
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
640 Independence Parkway Suite 300, Chesapeake, VA 23320
  • Certified Financial Planner (CFP)

Why choose this provider?

Tull Financial Group serves clients in Portsmouth and its surrounding areas. The company offers counsel and assistance to individuals in need of financial solutions. It offers services, such as wealth and risk management and retirement and tax planning. Its team of professionals addresses its clients' concerns and guides them into achieving financial independence. Robert Tull Jr., the firm's founder, has been a Certified Financial Planner for over 30 years. He is also a member of the National Association of Personal Financial Advisors.

Reputation:

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.
5.0
Facebook
5.0 / 5 (10)
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1510 Breezeport Way #800, Suffolk, VA 23435
  • Certified Financial Planner (CFP)

Why choose this provider?

Korving & Company is an investment management and financial planning firm that assists clients in Portsmouth. The company is owned and operated by the father and son team of Arie and Stephen Korving. With over three decades of experience, Arie Korving has been assisting retirees, couples planning for retirement, and women who have recently suffered the loss of a spouse in their wealth management concerns. He also handles comprehensive financial planning, income planning, college planning, and estate and succession planning.

Reputation:

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.
4.6

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
150 West Main Street Suite 1700, Norfolk, VA 23510
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
733 Boush Street, Suite 100, Norfolk, VA 23510

Why choose this provider?

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.

Website
400 N. Center Drive Building 3 Suite 212, Norfolk, VA 23502
  • Financial Planning

Why choose this provider?

Dukes Financial is a Norfolk-based financial services company helping clients in Portsmouth, and nearby areas reach their financial goals through tax and income planning, social security maximization, and legacy planning. Its lead consultant Ron Dukes holds the designations of Chartered Life Underwriter and Chartered Financial Consultant. He also holds a Master’s of Science in Financial Services degree and has over 40 years of experience in the financial services industry. He can provide guidance related to retirement planning, long-term care, and insurance solutions.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
150 W. Main Street Suite 1860, Norfolk, VA 23510
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Apart from your assets management, what other services do financial advisors in Portsmouth offer?

    Financial advisors in Portsmouth and other Virginia metros work to not only protect your assets but also keep you up to date on the recent tax regulations, economic trends, and financial opportunities open to you. Their assistance goes beyond asset protection by giving you thorough advice so you may make wise choices and reach your full financial potential.

  • Why is it important for you to choose the right financial advisor in Portsmouth to handle your and your loved ones' retirement plans?

    In Portsmouth, you'll find financial advisors who prioritize their client's interests above all else. Regrettably, some advisors could prey on elderly people who are vulnerable. Therefore, it's important to determine whether a financial advisor is a good fit for you and is dedicated to protecting your investments. You can look for trustworthy firms and verify that the person you choose to work with is qualified to offer professional guidance.

  • Are there any colleges near Portsmouth that offer financial planning degree?

    Yes, Portsmouth has two colleges that provide four-year financial planning programs. The first one is Franklin University, which welcomes adults and provides online classes. The second institution, Regent University, accepts students of all ages and also provides courses in financial planning. These programs are offered by both colleges with accreditation.

  • Which insurance policies must security and protection companies in Portsmouth carry?

    There are several important insurance coverages required for Portsmouth businesses that provide security and protection services in order to secure their operations and assets. Omissions insurance and business liability insurance are some of these coverages. Additionally, businesses that provide executive protection, armed and unarmed security guard services, electronic security services, and private investigations should think about acquiring comprehensive insurance that is specifically suited to their unique risks.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.