Expertise.com

2024

Last updated:

Best Financial Advisors in Roanoke

Our Recommended Top 13

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 Roanoke Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34Reviewed

25Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Roanoke, VA
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial 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
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Price: Free Consultation

Roanoke, VA

Why choose this provider?

Need help contacting a Financial Advisor in Roanoke? 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
1315 Second St. SW Suite 102, Roanoke, VA 24016
  • Certified Financial Planner (CFP)

Why choose this provider?

Integrity Financial Planning, Inc., is a Roanoke-based company serving retirees, business owners, and individuals seeking to expand their wealth. The firm helps clients protect their assets while developing strategies to increase their income. Its advisors help with budgeting, life insurance, business planning, estate conservation issues, and risk management analysis. Its in-house tax professionals create a plan to help soon-to-be retirees minimize their taxes while maximizing their portfolios. Integrity Financial Planning also helps individuals pursue charitable giving. The company has been featured in CNN, Fortune.com, and Forbes.

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 (2)

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
2709 Brambleton Avenue, Roanoke, VA 24015
  • Estate Planning

Why choose this provider?

Founded in 1997, IFA Wealth is an independent investment and financial planning firm that serves Roanoke. It offers services to individuals, institutions, and the rest of the community. It assists individuals in managing their finances and wealth, as well as developing plans that help them achieve their goals. It works on college, estate, and retirement planning; insurance; and investments. The company also helps corporate clients in developing retirement plans, such as 401(k) and 403(b). In addition, IFA Wealth assists civic organizations on 529 and long-term care plans.

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 (3)

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
PO Box 12386, Roanoke, VA 24025
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Fee-Only Financial Planning, L.C., offers advice about wealth management in Roanoke. It tailors its financial solutions by understanding the aspirations, goals, and resources of its clients. The firm delivers comprehensive plans, covering an individual's cash flow, investment ventures, tax dues, and estate plans. Its advisors also provide counsel about retirement preparation by determining the clients' wealth, choosing the appropriate retirement account, and investing their savings. Andrew M Hudick, who formed the company in 1981, is a Certified Financial Planner.

Website
4233 Colonial Avenue, Roanoke, VA 24018
  • Tax Planning
  • Tax Preparation
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Sage Creek Planning & Investments assists its clients based in Roanoke by helping them achieve their financial goals. Assuming the role of fiduciaries when managing its customers' assets, its team of Certified Financial Planners designs a personalized plan of targeting accumulation; retirement, estate, and business planning; risk management; and taxation for them to maintain a healthy financial life. The company also has a strong focus on cash flow management, tax management, asset allocation, and protection 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.
5.0
Google
5.0 / 5 (3)

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.
2.5
Responsiveness
Friendliness
Helpfulness
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Detail
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Website
3102 Brambleton Avenue, Roanoke, VA 24018
  • Retirement Planning

Why choose this provider?

Taylor Financial Group Inc. is an investment advisory firm in Roanoke. Its team assists clients in planning for retirement and protecting assets. The financial planners also provide investment advice and offer tax and estate planning assistance. The company's chairman, Marvin Taylor, began his financial services career in 1967. He established Taylor Financial Group the same year he earned his CFP designation, which was in 1986. He is joined by firm president J. Samuel Taylor, a Certified Investment Management Analyst with nearly 30 years of experience.

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 (14)
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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
421 S College Ave, Salem, VA 24153
  • Financial Planning

Why choose this provider?

Established in 2009, Partners in Financial Planning offers customized services to help individuals maintain financial security. Serving the Roanoke metro, the company deals with retirement cash flow and income tax planning, goals feasibility analysis, estate planning, and investment management. Its financial advisors also serve business owners who need tax preparation and small business consulting services. In addition, they create charitable giving strategies to help clients maximize tax deductions. Co-founder James Pearman Jr. maintains an affiliation with the NAPFA.

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 (6)

Website
358 Campbell Ave. SW, Roanoke, VA 24016
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

American Financial Planning is a firm that serves clients in Roanoke. It offers financial planning services to help clients plan for their future, keep away from costly mistakes, and flourish in their careers and retirement. These services include organizing financial affairs, minimizing taxes, establishing a child or grandchild education fund, maximizing investment returns, protecting from physical harm and injury, and protecting assets. Founder Maynard Keller has more than 24 years of experience giving financial plans and advice.

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 (4)

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
––

Website
1401 Franklin Rd SW, Roanoke, VA 24016
  • Finance Planning

Why choose this provider?

Serving Roanoke and the nearby areas, Guelich Capital Management aims to help clients grow and protect their wealth through its broad range of financial services. Clients from various life stages are assisted with personalized financial strategies such as cash flow management, retirement planning, tax planning, investment management, and multi-generational wealth transfer. Additionally, financial advisors monitor clients quarterly to check if the strategies are getting them closer to their financial objectives. Founder and president Connie C. Guelich, CFP, CLU, ChFC, AEP, RICP, has been in the financial services industry since 1980.

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
1502 Franklin Rd. SW, Roanoke, VA 24016
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

VIP Planners, Inc., is an independent registered investment advisory firm serving clients in Roanoke and the surrounding areas. It offers wealth management and financial planning services to individuals and businesses. It also provides strategies to minimize tax obligations by evaluating assets and rates of return. Other services include estate planning, insurance and annuity analysis, social security planning, 401k rollovers, and education planning. VIP Planners has been in the financial service industry for over three decades.

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

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
2008 Stephenson Ave, SW, Roanoke, VA 24014
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Why choose this provider?

HCO is a financial management firm in Roanoke that offers private wealth solutions to individuals with high-net-worth and families with high incomes. It helps clients reduce tax burdens, minimize exposure to financial catastrophes, protect families against events that may impact wealth, and secure financial legacy across generations. It also guides clients into different investment strategies, including sector investing, Nova and dividend stocks, and bond ladders. The firm uses a platform that allows clients to view their net worth and investments anywhere in the world.

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
1335 Peters Creek Road, Roanoke, VA 24017
  • Financial Planning

Why choose this provider?

360 Financial Solutions offers wealth and business advice to Roanoke residents. Its financial planning service involves holistic and project-based strategies that collectively assess investment and tax concerns. It offers data-driven solutions that include creative retirement planning and management, business approach strategies, health protection, and asset preservation. The company has industry-standard A.I. software that links with its CPA, EA, and QuickBooks Pro financial team to provide accurate client records. Lead consultant and president Michael Shelton has a SmartVestor Pro status.

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.
4.7
Google
4.7 / 5 (37)

FAQs

  • 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.

  • What are the key areas of wealth management, and are these services available in Roanoke?

    Yes, financial advisors in Roanoke offer comprehensive wealth management solutions that cover essential areas like taxes, investments, and healthcare. This approach to wealth management also includes income planning, which involves a careful evaluation of your pension and Social Security benefits. By considering these key areas, your advisor can tailor a financial strategy to meet your specific needs and goals.

  • Do financial advisors in Roanoke offer estate planning services?

    For legal estate planning matters, your financial advisor in Roanoke may be unable to offer you advice because estate planning attorneys are the only ones who should do so. However, for other services like charity giving, probate, and trusts, your financial advisor can use their connections in the industry to refer you to experts in these fields.

  • What are the types of financial scams that residents in Roanoke should look out for?

    According to the Federal Trade Commission, losses due to financial fraud reached $8.8 billion in the United States in 2022. All Americans, including those in Roanoke, are warned to be on the lookout for these scams, which include romance and prize-winning schemes. Another variation on this deception is business impostor scenarios, in which con artists pose as representatives of the IRS, your bank, law enforcement, or a firm and demand payment in lieu of unfavorable outcomes.

  • What are the steps you can take to report financial fraud in Roanoke?

    If you suspect that you have been a victim of financial fraud in Roanoke, you can report this by contacting your financial advisor, your banks, and credit bureaus. You may then report to the Federal Bureau of Investigation online at ic3.gov or by calling the Federal Trade Commission at (877) FTC-HELP. Another solution that you can try to prevent these scenarios is to change the password of your banking accounts.

  • What is the difference between debt and cash flow planning in Roanoke?

    A cash flow plan in Roanoke goes in-depth with your personal balance sheet, covering your costs, earnings, and savings rates. Here, your financial advisor can help you create a budget worksheet so that your cash flow and your financial goals will be in line. On the other hand, debt planning involves evaluating all your current debts, including loans for your car, education, and home. With this plan, your advisor can assist you in creating a debt relief strategy.

  • 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.