Best Financial Advisors in Richmond

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.

Alexis Advisors is a fee-only, socially focused financial planning and investment advisory firm. The firm aims to support women and families in building wealth intentionally, aligning their money with what they value most. As a Certified B Corp, the firm’s mission is to strive to use its business as a force for good, offering proprietary ESG-focused portfolios. Alexis Advisors was launched in 2013 with a focus on consumer advocacy and full transparency around fees paid for services rendered.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.