Laurels

Best Financial Advisors in Richmond
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Richmond 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 60 41 14

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

Alpha Omega Wealth

  • 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

Website

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

Website

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