Best Financial Advisors in Richmond

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5207 Hickory Park Drive, Glen Allen, VA 23059
Glen Allen, VA 23059

Carlson Financial is a Richmond-based team of financial advisors. It offers financial planning and investment advisory services such as wealth management, estate planning, and retirement income planning. It helps clients create financial strategies for income streams and generate potential gains through insurance and investment products. It also guides clients in developing approaches that will protect their assets, minimize taxes, and provide long-term care for the loved ones they leave behind. Carlson Financial has been in operation since 2007.

5207 Hickory Park Drive, Glen Allen, VA 23059
Glen Allen, VA 23059

Website(205) 898-3590

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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.

Online Profiles:

2 (Better)

Average Review Score:

3.8 / 5 ( Good)

Total Reviews:

7 (Good)

Score Consistency:

Variable (Good)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Richmond, VARichmond, VA

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.

Richmond, VARichmond, VA

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1806 Summit Avenue, Richmond, VA 23230
Richmond, VA 23230
  • Certified Financial Planner (CFP)

Agili is a financial and investment management company that serves Richmond clients. It offers financial planning services such as tax and estate planning, retirement planning, insurance analysis, risk management, and contingency planning. Clients also receive investment management services including investment research, capital preservation, alternative investments access, and asset allocation to maximize risk-adjusted returns. Agili acts as a personal CFO to clients and provides fulfillment-focused services such as forging relationships with banks and lenders, negotiation support for salary and benefits, and financial education.

1806 Summit Avenue, Richmond, VA 23230
Richmond, VA 23230

Website(804) 358-2702

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Richmond, VA 23294Richmond, VA 23294

Alexis Advisors is a financial planning firm that offers investment advice to Richmond-area clients. The company focuses on providing families and individuals with ideal investment and planning options. For small businesses, its financial advisors help create 401(k) plans to retain employees. Alexis Advisors is a certified B-Corp that's been in business since 2013. B-Corp companies provide sustainable solutions to employees and clients.

Richmond, VA 23294Richmond, VA 23294

Website(804) 625-3290

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

7202 Glen Forest Drive, Richmond, VA 23226
Richmond, VA 23226
  • Certified Financial Planner (CFP)

Alpha Omega Wealth is a wealth management firm that caters to individuals and their families and non-profit institutions in Richmond. The independent firm creates a financial plan that controls the client's saving, spending, and funding of future goals. Its planning services include but are not limited to cash management, investment review and planning, estate considerations, insurance needs, and education funding. Moreover, it has a six-member investment committee with an average of 23 years of experience in handling stocks, bonds, exchange-traded funds, and mutual funds.

7202 Glen Forest Drive, Richmond, VA 23226
Richmond, VA 23226

Website(866) 877-6561

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

9 South 5th Street, Richmond, VA 23219
Richmond, VA 23219
  • Certified Financial Planner (CFP)

Since 2011, Richmond-based Canal Capital Management has been advising stakeholders on financial matters. It caters to various clients, including executives, professionals, families, entrepreneurs, and institutions. Its financial planning approach includes cash flow management, insurance planning, tax minimization, and investment management. Furthermore, it offers business consulting to company owners and investors. The firm's founder and CEO, E. Neil Gilliss, is a Certified Financial Planner and holds an MBA degree. He has provided wealth management services to senior executives at Fortune 500 companies.

9 South 5th Street, Richmond, VA 23219
Richmond, VA 23219

Website(804) 325-1450

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3741 Westerre Parkway, Richmond, VA 23233
Richmond, VA 23233
Instagram
  • Certified Financial Planner (CFP)
  • Retirement Planning

Founded by Charles Roberts, Financial Freedom Planners caters to clients in Richmond. With over 40 years of experience in financial services field, its team acts in a fiduciary capacity on behalf of its clients. Clients can choose from different financial planning solutions, such as investment, retirement, comprehensive, or foundational. The company also offers single project and financial freedom plans. Serving clients from all walks of life, the company assists clients, regardless of their investable assets or net worth.

3741 Westerre Parkway, Richmond, VA 23233
Richmond, VA 23233

InstagramWebsite(804) 277-9734

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7201 Glen Forest Drive, Richmond, VA 23226
Richmond, VA 23226
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation

Kanawha Capital Management is a financial advisory firm that has been serving Richmond and the surrounding areas for more than 30 years. It caters to a wide range of clients, including individuals, families, foundations, endowments, and pension and retirement accounts. Its financial planning services include tax planning and coordination, insurance analysis, retirement planning, and estate planning. The professionals of Kanawha Capital Management have a combined experience of more than a century in the field of investment. The company now has clients in over 25 states.

7201 Glen Forest Drive, Richmond, VA 23226
Richmond, VA 23226

Website(804) 359-3900

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Richmond, VA 23230Richmond, VA 23230

McKay Wealth Management Group is a wealth management firm located on West Broad Street in Richmond. The company was founded by Matt McKay in 2014 after more than a decade of financial services experience led him to open his own small business. The company's clients receive a risk assessment to determine their overall risk tolerance before they begin to work with the firm. From there, the company creates a customized investment plan and provides portfolio management. The financial planning services help clients plan for future goals like retirement and home buying while allowing clients to live fully-realized lives now.

Richmond, VA 23230Richmond, VA 23230

Website(804) 447-1378

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406 West Franklin Street, Richmond, VA 23220
Richmond, VA 23220
  • Certified Financial Planner (CFP)
  • Retirement Planning

Spark Financial Advisors is a fiduciary advisory and planning company serving both Richmond and Williamsburg. The firm helps clients through various services, such as investment management, life planning, retirement plan analysis, tax optimization, and risk analysis. As a fiduciary partner, the company also guides business owners with the small business 401(k) to build wealth from external sources. Spark Financial Advisors is run by Lauren Zangardi Haynes, who has more than 15 years of experience in the financial advisory services industry.

406 West Franklin Street, Richmond, VA 23220
Richmond, VA 23220

Website(804) 451-1210

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

140 Virginia Street, Richmond, VA 23219
Richmond, VA 23219
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

The Roseline Group is a financial advisory and wealth management firm that has been serving individuals, families, and businesses in Richmond and the surrounding areas for more than 15 years. Its financial planning services include insurance analysis, college planning, estate planning, and retirement planning. The firm also offers tax preparation and investment portfolio management services. The professionals at The Roseline Group have a combined experience of more than 100 years in the financial services field.

140 Virginia Street, Richmond, VA 23219
Richmond, VA 23219

Website(804) 545-7440

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

9030 Stony Point Parkway, Richmond, VA 23235
Richmond, VA 23235
  • Tax Preparation

Verus Financial Partners has been serving the Richmond community for more than two decades. The company handles the evaluations of insurance options, stock options, and restricted stocks. It also evaluates real estate purchases and reviews employee benefits packages. Every client receives customized investment strategies to help them reach their objectives and long-term financial goals. In addition, the company helps clients make decisions about their retirement. Business owners and individuals can also receive recommendations for tax strategies.

9030 Stony Point Parkway, Richmond, VA 23235
Richmond, VA 23235

Website(800) 414-4261

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

919 East Main Street, Richmond, VA 23219
Richmond, VA 23219
  • Certified Financial Planner (CFP)

Virginia Estate and Retirement Planning Advisors, Inc., is an independent advisory firm providing financial and estate planning, investment management, and tax advice to Richmond. It also creates and reviews retirement plans for businesses. For over 20 years, the firm's president Thomas Marshall has worked with over 800 pre-retirees and retirees from companies and organizations, such as the U.S. Government, DuPont, and Wyeth Pharmaceuticals. Virginia Estate and Retirement Planning Advisors was featured in Virginia Living magazine as one of the Top Financial Planning Firms in Central Virginia.

919 East Main Street, Richmond, VA 23219
Richmond, VA 23219

Website(800) 279-3768

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

1021 East Cary Street, Richmond, VA 23219
Richmond, VA 23219
  • Certified Financial Planner (CFP)
  • Retirement Planning

Headquartered in Richmond, Wealthcare Capital Management LLC is a company that combines investing and financial planning into an integrated process using its GDX360 platform, which integrates investment management and financial planning. The firm's advisors use the platform to help clients achieve their life goals, whether for wealth management, retirement, estate preservation, or college funding. In addition, the platform provides a personalized and interactive client wealth experience. Wealthcare started as a software company in 1999. It became a registered investment advisor in 2003.

1021 East Cary Street, Richmond, VA 23219
Richmond, VA 23219

Website(804) 644-4711

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

704 Libbie Avenue, Richmond, VA 23226
Richmond, VA 23226
  • Certified Financial Planner (CFP)
  • Retirement Planning

Wills Financial Group has assisted Richmond clients in building their desired financial future since 1989. The firm utilizes financial knowledge, investment strategies, and a team-based approach in preserving the client’s wealth. Its portfolio construction also reflects the client’s financial goals and preferences. The firm's personalized asset management also combines the client’s priorities and its ongoing economic market analysis. In addition, retirement and estate planning are available. The founder, Janet H. Wills, is a Certified Financial Planner with over 37 years of experience.

704 Libbie Avenue, Richmond, VA 23226
Richmond, VA 23226

Website(800) 522-8077

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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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