Best Financial Advisors in Virginia Beach

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Virginia Beach 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 110 70 11

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

Bay Capital Advisors, LLC

Bay Capital Advisors offers clients investment management, retirement income planning, and estate planning services. Their team of professionals will also walk you through the five steps of the wealth management process. The mission of Bay Capital Advisors is to put your interest first, provide straightforward advice, make the best financial recommendations, and develop a long-term relationship. Bay Capital Advisors operates as a fee-only advisor that understands the overwhelming process of navigating the world of investing and financial planning. Therefore, they've developed easy-to-use advice and provide trusted guidance to help you feel confident regarding your financial future.

Virginia Beach, VA 23451


Compton Wealth Advisory Group, LLC

Compton Wealth Advisory Group, LLC was initially founded and has continued to grow based on their individualized approach to providing objective advice to their clients. No matter if they're safeguarding the legacy of your estate or helping with retirement planning, the company's mission is to assist in on-going risk management and a comprehensive approach to planning. Compton Wealth Advisory Group's team of professionals are passionate and dedicated to serving clients regarding their best interests at all times. The company provides retirement planning, estate planning, investment, insurance, and education services.

Virginia Beach, VA 23462


Financial Management Consultants of Virginia

Financial Management Consultants of Virginia, otherwise known as FMC of Virginia, is a fee-only personal advisory firm with a dedication to providing you with comprehensive financial planning services. Not only is the company's goal to develop a long-term, fiduciary relationship with you but also manage holistic financial plans on a proactive basis. Instead of working on commissions, FMC of Virginia doesn't profit from any recommendations made to you. Therefore, conflicts of interest are eliminated. Some of the many services include taxes, estate planning, portfolio analysis, retirement planning, budgeting, college planning, and business planning.

Virginia Beach, VA 23454


Groom Financial Advisory

Groom Financial Advisory specializes in providing investment management and financial planning that's fee-only. What that means is you won't experience any sales pressure or commissions. Therefore, each time you receive advice or recommendations from one of our professionals, there will be no conflicts of interest. The two primary services the company offers is Financial planning and investment management. While the majority of clients will use both services, some will utilize only financial planning. It's our goal to ensure every client makes the best financial decisions possible. No matter if you're starting on your financial journey or looking to protect long-term wealth, Groom Financial Advisory's mission is to assist you every step of the way.

Virginia Beach, VA 23456


Lincoln Financial Advisors: Robert L. Hamlin Jr.

Known for being one of the country's largest financial service companies, Lincoln Financial Advisors is a proven industry leader. The company makes it their mission to help retirees redefine their retirement plans because, in their eyes, it isn't an ending. Lincoln Financial views retirement as the beginning of new opportunities. In addition to financial planning, the company also provides private wealth services. You’ll work with the company’s team of professionals through a six-step process to ensure your financial goals and objectives are adequately met once data is collected and strategies are identified.

Virginia Beach, VA 23462


Spectrum Financial Inc.

With over thirty years in the financial advisory industry, Spectrum Financial was initially founded by money manager Ralph Doudera in 1986. Spectrum has been considered one of the most successful in actively managing investments as far as a firm is concerned. In addition to managing investments for financial representatives, the company also does so for institutions and individuals as well. Specific services include charitable institutions, endowments, foundations, IRAs, and more. When serving individuals, it's Spectrum Financial's goal to ensure personal financial goals are met regarding educational funding, retirement savings, and more. The company currently offers two primary services including SECURITYMAXX and ASSETMAX, each of which allows you to customize your portfolio to utilize the best solutions. There's also the option of using both investment services.

Virginia Beach, VA 23452


Summit Group of Virginia LLP

Summit Group of Virginia likes to think outside of the box regarding providing financial services to their clients. What this means is you'll find a team of professionals who are not only diverse but also ready to work as advocates and partners to meet your financial objectives. The main reason is they know the advice they're providing affects your future, as well as your financial health. Summit Group's services include wealth management, financial planning, retirement plan consulting, group insurance benefits, and executive benefits. They also provide a suite of tools including calculators, tax resources, and 401(k) participant resources.

Virginia Beach, VA 23462


The Opus Group of Virginia

The Opus Group of Virginia works with businesses, families, and individuals as an independent financial and insurance services firm to assist with the achievement of financial clarity. The company understands how hard you've worked to achieve your goals and the need to protect your assets, as well as your financial future. Some of the ways the Opus Group of Virginia can help you include financial and retirement planning, investment management, life insurance, guidance for wealth transfer, and more. The company works to ensure they're meeting a stringent set of core values when working with their clients including client focus, integrity, collaboration, commitment to excellence, teamwork, and open communication.

Virginia Beach, VA 23462


Waypoint Advisors

The mission of Waypoint Advisors is not only assisting you with wealth management but also enriching your life. It's the company's goal to develop a relationship with you whereby their team of professionals actively listens to your unique needs and, in doing so, can customize approaches that will simplify financial complexities and help you reach your goals. Waypoint Advisors knows that every client journey is going to be different. Therefore, they take a customized approach to how they develop relationships by listening to what you need, assessing those needs, making recommendations, coordinating efforts, communicating planning strategies, and acting on behalf of your best interest.

Virginia Beach, VA 23451


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