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Laurels

Best Financial Advisors in Richmond
2019

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Richmond, VA.

Reviewed Curated Top Picks 60 41 14

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

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Agili, P.C.

Agili, P.C. is a financial strategy firm with offices in Bethlehem, Pennsylvania, and Richmond, Virginia. The company's comprehensive approach to financial strategy involves long-term relationships with clients and access to financial planning, fulfillment-focused, and investment management services. Each of its clients receives financial planning solutions with regards to their estate, retirement, and college tuition. Plans can be adjusted in response to life events. The company manages investments by customizing each client portfolio through consideration of risk tolerance and overall goals. The fulfillment-focused services involve optimizing executive benefits, negotiating salaries and benefits packages, and providing emergency financial advice. Agili has more than two decades of industry experience.

Richmond, VA, 23230 (804) 358-2702

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Alexis Advisors LLC

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, 23294 (804) 625-3290

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Alpha Omega Investment Advisors

Alpha Omega Investment Advisors was founded by Craig Forbes, a financial advisor with more than two decades of experience in the financial services and banking industries. The company offers personal financial planning, investment options, and long-term asset organization. Nonprofit institutions can also receive financial planning help, including investment policies, budgeting, and fiduciary training services. The firm's investment services include asset allocation and investment selections from a wide range of options. Nonprofits also receive donor meetings and group discussions regarding investment advice. The company makes a long-term commitment to monitoring the plans and assets of Richmond clients.

Richmond, VA, 23226 (804) 955-1600

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Cain & Valentine Wealth Management Group of Wells Fargo Advisors

Cain & Valentine Wealth Management Group of Wells Fargo Advisors is a family practice that's served the Richmond community for three generations. The company provides individuals and families with customized wealth management solutions through a five-step process. After discovering everything about a client's current assets and long-term goals, the company develops a plan that helps clients meet those goals. The firm then creates a unique investment portfolio based on knowledge of the current market trends. After clients approve the plan, the company implements it with the Wells Fargo investment platform. Clients receive periodic assessments of their plan's progression, as well as adjustments when their goals or finances change.

Richmond, VA, 23219 (804) 782-3530

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Canal Capital Management, LLC

Canal Capital Management is a Richmond-based investment management firm that serves entrepreneurs, business owners, executives, institutions, professionals, and families. The company offers creative financial planning solutions and investment options customized to suit each client's needs. There are also asset management services regarding the management of real estate properties. For business owners, the business consulting services help see businesses through multiple transitory periods. Canal Capital Management was founded in 2011.

Richmond, VA, 23219 (804) 325-1450

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Financial Freedom Planners

Financial Freedom Planners is a Richmond-based financial planning firm that helps clients make decisions to secure financial independence. The company was founded by CFP Charles Roberts, a financial advisor with more than three decades of industry experience. For individuals in their early 20s and 30s, the company helps create financial plans for a long-term future. Pre-retirees can receive consulting advice about how to make the most of their assets for retirement. The company also has services that specifically cater to newly divorced or widowed individuals who aren't to handling their finances alone. Another company specialty is assisting people transitioning to a new career.

Richmond, VA, 23233 (804) 277-9734

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Kanawha Capital Management, LLC

Kanawha Capital Management is a Richmond firm with over two decades of experience helping clients reach their investment goals. Individual clients receive investment planning services that are flexible enough to integrate with an existing portfolio. For institutional clients, funds are managed by a portfolio manager who consistently monitors each security's risk and potential return. Clients also receive help in managing their overall financial health, including retirement and estate planning, tax coordination, and charitable giving strategies. Kanawha Capital Management also offers insurance analysis tools and insurance options. For small business owners, the firm helps navigate complicated wealth planning issues.

Richmond, VA, 23226 (804) 359-3900

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McKay Wealth Management Group

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, 23230 (804) 447-1378

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Spark Financial Advisors, LLC

Spark Financial Advisors is a Richmond financial advisory company run by CFP Lauren Zangardi Haynes. In addition to having her CFP certification, Lauren is a certified investment management analyst with more than a decade in the financial services industry. Clients have access to life planning and investment management services that adjust to accommodate life changes. Families can receive customized plans to help save for college. For business owners, the employee benefits analysis services and tax-minimizing strategies can be helpful.

Richmond, VA, 23230 (804) 451-1210

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The Roseline Group

The Roseline Group is a Richmond firm that was formed by a group of financial professionals in 2005. The company takes a holistic approach to financial planning, offering each client a customized solution to help reach their financial goals. Clients receive comprehensive tax services, including tax return preparation and tax minimizing strategies. Corporate executives can also receive strategies to minimize taxes for their businesses. The company's financial planning advisors collaborate with clients to identify goals and create an ideal course of action. Since the firm doesn't sell products, all financial advice is objective. Clients also receive investment advice based on their goals, current financial circumstances, and individual risk tolerance.

Richmond, VA, 23219 (804) 545-7440

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Verus Financial Partners

Verus Financial Partners has been serving the Richmond community for more than two decades. The company provides evaluations of insurance options, stock options, and restricted stock. It also evaluates real estate purchases and reviews employee benefits packages. Every client receives a customized investment strategy 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.

Richmond, VA, 23235 (804) 592-3465

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Virginia Estate and Retirement Planning Advisors Inc.

Virginia Estate and Retirement Planning Advisors is a financial planning firm with multiple Virginia locations. Company president, Thomas Marshall, has more than two decades of experience assisting investors. In total, Thomas has provided more than 800 pre-retirees and retirees with advice. The company's main focus is on helping retired individuals make the most of their retirement. Each client receives a comprehensive financial plan and investment strategies based on their goals. Clients also get tax management help and assistance with estate planning. The company's affiliate Virginia Tax Center provides clients with access to CPAs who can help relieve tax burdens and create long-term tax strategies.

Richmond, VA, 23219 (800) 279-3768

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Wealthcare Capital Management, LLC

Wealthcare Capital Management provides financial guidance to Richmond clients. The company uses goals-based wealth management solutions to help clients achieve financial independence. In 1999, Wealthcare Capital Management released a wealth management software platform. The firm specializes in helping investors and enterprises manage their wealth. Their patented software helps investors receive personalized, straightforward investment portfolios based on their individual circumstances. Organizations each receive a customized software solution to manage their overall financial health.

Richmond, VA, 23219 (804) 644-4711

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Wills Financial Group

Wills Financial Group is an RIA firm based in Richmond. Founded in 1989, the fee-based company focuses on giving objective advice to families and individuals. Each client receives customized financial planning services based on their long-term goals and unique circumstances. There are also personalized asset management services in which the firm's advisors build smart investment portfolios. Clients also have access to proactive estate and retirement planning services.

Richmond, VA, 23226 (804) 330-3100

Website

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