Laurels

Best Financial Advisors in Virginia Beach
2021

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 121 81 22

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

  • Estate Planning
  • Retirement Planning

Bay Capital Advisors is an independent Registered Investment Advisor company that serves clients in the Virginia Beach area. Serving both financial novices and experienced investors, its financial advisors help clients achieve financial goals by guiding them with their finances and investments. Their approach in wealth management is to understand each client's financial situations and retirement goals to provide suitable strategies, especially on investing. One of its financial specialists, Jim Flinchum, has 35 years of financial and banking experience. He is a Certified Financial Planner.

2309 Mariners Mark Way
Virginia Beach, VA 23451

Website

Financial Management Consultants of Virginia

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Financial Management Consultants of Virginia is a personal advisory firm that offers financial planning services to clients in Virginia Beach. The company applies a holistic and proactive approach in helping individuals and businesses strategize for their financial future. Some of the firm's services include tax preparation, estate planning, financial portfolio analysis, and retirement planning. Its financial advisors also handle college planning and business strategy. William Edwards, Jr., the company's founder and owner, began his career in the financial industry in 1985.

249 Elon Court
Virginia Beach, VA 23454

Website

Groom Financial Advisory

  • Estate Planning
  • Tax Planning

Since 2004, Groom Financial Advisory has been serving individuals, families, and corporate executives in Virginia Beach, Charlottesville, and nearby areas. It offers a wide array of financial planning and investment management services, including college funding advice, tax planning, estate planning, cash flow analysis, life and disability insurance needs analysis, and risk tolerance assessment. Marshall H. Groom, Jr., the founding principal of the firm, carries more than 24 years of experience in the industry and is a member of the National Association of Personal Financial Advisors.

305 Back Bay Crescent
Virginia Beach, VA 23456

Website

Wealth Trak Advisors

  • Retirement Planning

WealthTrak Advisors is an independent wealth management firm that has been serving clients in and around Virginia Beach for more than three decades. It specializes in assisting clients with evaluating and making retirement plans. The firm also helps clients in various facets of financial planning, including tax planning, 401(k) planning, 403(b) planning, and college planning. Additionally, it provides guidance in estate planning and insurance planning. Founding and managing partner R. Chris Whited has been in the industry since 1994.

4536 Bonney Road
Virginia Beach, VA 23462

Website

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