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Best Financial Advisors in Virginia Beach

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Virginia Beach, VAVirginia Beach, VA

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.

Virginia Beach, VAVirginia Beach, VA

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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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2309 Mariners Mark Way, Virginia Beach, VA 23451
Virginia Beach, VA 23451
  • 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
Virginia Beach, VA 23451

Website(757) 963-5699

Show Number
440 Viking Drive, Virginia Beach, VA 23452
Virginia Beach, VA 23452
  • Estate Planning
  • Certified Financial Planner (CFP)

Beacon Harbor Wealth Advisors provides services to clients in Virginia Beach and the surrounding areas. It offers various financial planning services to help individuals secure their present and future finances. These services include retirement, estate, and education planning. It also manages taxes, insurance, cash flow, and employee benefits. Its founder, Jeremy W. Ingram, is a member of the Norfolk Christian Schools’ Finance Committee who also served as a contracting officer in the U.S. Air Force.

440 Viking Drive, Virginia Beach, VA 23452
Virginia Beach, VA 23452

Website(757) 644-4545

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4164 Virginia Beach Boulevard, Virginia Beach, VA 23452
Virginia Beach, VA 23452
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Carlson Financial has been serving Virginia Beach since 2012. Its team of financial advisors assists people age 50 and up in achieving their retirement objectives. Whether clients are starting to plan for retirement, nearing retirement, or have already retired, Carlson Financial provides a retirement review. Once the financial details are laid out, its staff customizes strategies for income, taxes, investments, insurance, and inheritance. The company employs a Chartered Financial Consultant and a Certified Financial Planner.

4164 Virginia Beach Boulevard, Virginia Beach, VA 23452
Virginia Beach, VA 23452

Website(844) 227-5766

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1 Columbus Ctr #800, Virginia Beach, VA 23462
Virginia Beach, VA 23462

Envision Wealth Management is a firm comprised of financial advisors, brokers, investment managers, bankers, and financial planners in the Virginia Beach, Virginia, metro area. The company has 17 years of experience working with clients who are planning their inheritance, receiving an inheritance, or seeking to build a wealth management plan for a successful retirement. Envision Wealth Management designs, implements, and services retirement plans for attorneys, corporations, and employees of all industries.

1 Columbus Ctr #800, Virginia Beach, VA 23462
Virginia Beach, VA 23462

Website(757) 777-3121

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5544 Greenwich Road, Virginia Beach, VA 23462
Virginia Beach, VA 23462
  • Estate Planning
  • Retirement Planning

FFG Virginia Beach is an independently owned wealth management firm serving individuals, families, and business owners in the metro. It helps clients take charge of their finances by providing a wide range of services, including financial planning, estate planning, retirement planning, cash flow analysis, asset allocation analysis, and executive benefit planning. It also offers financial advice on life and individual health insurance protection. FFG Virginia Beach has been in business for more than 40 years and has offices in Alexandria, Reston, and Emporia.

5544 Greenwich Road, Virginia Beach, VA 23462
Virginia Beach, VA 23462

Website(757) 498-5700

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

249 Elon Court, Virginia Beach, VA 23454
Virginia Beach, VA 23454
  • 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
Virginia Beach, VA 23454

Website(757) 498-7028

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575 Lynnhaven Parkway, Virginia Beach, VA 23452
Virginia Beach, VA 23452
  • Estate Planning
  • Tax Planning

Founded in 1997, Financial Security Group is a team of financial planners and investment advisors that helps clients in Virginia Beach and nearby areas. It assists with financial planning that includes wealth accumulation, cash flow and risk management, as well as education, estate, and tax planning. It also offers wealth management strategies, investment portfolio analysis, investment due diligence, accumulation, and distribution. Financial Security Group offers impartial advice based upon years of education, experience, and knowledge.

575 Lynnhaven Parkway, Virginia Beach, VA 23452
Virginia Beach, VA 23452

Website(800) 965-3172

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

305 Back Bay Crescent, Virginia Beach, VA 23456
Virginia Beach, VA 23456
  • 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
Virginia Beach, VA 23456

Website(804) 615-4458

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1064 Laskin Road, Virginia Beach, VA 23451
Virginia Beach, VA 23451
  • Estate Planning

Handy is a Virginia Beach-based business that assists clients in several areas, including retirement planning. The firm's retirement plan development process involves creating a budget based on clients' goals, reviewing social security accounts, assessing clients' assets and liabilities, and calculating ways to withdraw funds from retirement plans such as IRAs and 401(k)'s. In addition to retirement planning, Handy provides estate planning and accounting services. It is headed by Roger L. Handy, a CFP, CPA, and an AICPA-certified Personal Financial Specialist.

1064 Laskin Road, Virginia Beach, VA 23451
Virginia Beach, VA 23451

Website(757) 965-7501

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

300 32nd Street, Virginia Beach, VA 23451
Virginia Beach, VA 23451
  • Retirement Planning

Robert Krebs is the senior vice president of investments at Blue Ocean Wealth Advisors of Raymond James. Since 1993, he has been providing financial planning, asset management, retirement planning, and wealth transfer services to a wide range of clients. Serving clients in Virginia Beach, Rob is also a founding partner of Blue Ocean Wealth Advisors with partners Jennifer Duffy and Sandra Peters. He has been a field artillery officer in the U.S. Army for 20 years before becoming a financial professional.

300 32nd Street, Virginia Beach, VA 23451
Virginia Beach, VA 23451

Website(855) 577-4390

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Virginia Beach, VA 23452Virginia Beach, VA 23452

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 23452Virginia Beach, VA 23452

Website(888) 463-7600

Show Number
2940 N Lynnhaven Rd., Virginia Beach, VA 23452
Virginia Beach, VA 23452
  • Tax Preparation
  • Tax Planning

Established in 1977, Stewart & Company is a family-owned accounting firm serving individuals, families, and businesses in Virginia Beach. Its services include financial planning solutions and consultation. Its financial planners assist with retirement, insurance, investments, and estate planning. The firm is a member of the BDO Alliance USA, and one of its staff members, Kevin Stewart, is an Accredited Estate Planner. He has over 24 years of experience in the industry, including in the areas of financial and business planning.

2940 N Lynnhaven Rd., Virginia Beach, VA 23452
Virginia Beach, VA 23452

Website(757) 315-6783

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

72 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5029 Corporate Woods Drive, Virginia Beach, VA 23462
Virginia Beach, VA 23462
  • Certified Financial Planner (CFP)
  • Retirement Planning

Summit Group of Virginia is a financial consulting firm that has been serving large corporations, small businesses, and individuals in the community of Virginia Beach and the surrounding areas since 1996. It offers a full suite of financial services, such as wealth management, executive benefits, financial planning, retirement plan consulting, and group insurance benefits. Its team with multifaceted backgrounds guides and advocates customers throughout their financial decision-making. Summit Group co-founder Jeffrey Silverman has been working in the financial services industry for more than 30 years.

5029 Corporate Woods Drive, Virginia Beach, VA 23462
Virginia Beach, VA 23462

Website(866) 499-8300

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Virginia Beach, VA 23462Virginia Beach, VA 23462

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 23462Virginia Beach, VA 23462

Website(757) 493-4390

Show Number
640 Independence Parkway, Chesapeake, VA 23320
Chesapeake, VA 23320
  • Certified Financial Planner (CFP)
  • Retirement Planning

Tull Financial Group has been serving clients in the Virginia Beach area since 2003. It offers financial planning services that cover risk management, cash flow, tax, retirement, estate, and investment strategies. It also handles life in transition services, such as divorce, death of a spouse, and marriage. Its president and CEO, Robert W. Tull, Jr., has more than 30 years of experience in the industry and has contributed to The Wall Street Journal, Financial Planning Magazine, Reader’s Digest, and The New York Times.

640 Independence Parkway, Chesapeake, VA 23320
Chesapeake, VA 23320

Website(888) 296-7526

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Virginia Beach, VA 23452Virginia Beach, VA 23452

The professionals Virginia Financial Planning strive to be their client's most trusted and preferred advisors. In doing so, they'll help you navigate through life's financial complexities. It's the company's mission to ensure business owners, families, and individuals experience an enhancement in their long-term financial success. They do this through providing a suite of services including retirement planning, 401(k) rollovers, IRA rollovers, investment planning, life insurance, liability insurance, disability insurance, long-term care insurance, income tax planning, estate planning, business planning, college planning, debt management, and services for special situations.

Virginia Beach, VA 23452Virginia Beach, VA 23452

Website(757) 394-3486

Show Number
4460 Corporation Lane, Virginia Beach, VA 23462
Virginia Beach, VA 23462
  • Certified Financial Planner (CFP)

Virginia Wealth Management Group is a family-owned financial advisory firm that has been serving clients in Virginia Beach and nearby areas since 2006. It helps in establishing transfers from clients' account custodian to banking institutions. Additionally, it coordinates with clients' attorneys for estate plan updates, facilitates charitable gifts, manages trusts, and reviews tax considerations. The firm also assists customers in providing financial education to their children. Stephen R. Saal, the company's CEO, brings more than 40 years of experience.

4460 Corporation Lane, Virginia Beach, VA 23462
Virginia Beach, VA 23462

Website(757) 963-1823

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2101 Parks Avenue, Virginia Beach, VA 23451
Virginia Beach, VA 23451
  • Certified Financial Planner (CFP)

Waypoint Advisors offers wealth management services from its Virginia Beach location. Its team of advisors draws from various diversified asset classes which may include bonds, hedge funds, and traditional and private equities when building investment portfolios. They also manage risks and rebalance portfolios to maintain their alignment with clients' goals. Waypoint Advisors was established in 2001 by Elizabeth T. Patterson. The CFP and Financial Planning Association member was named by the YWCA of South Hampton Roads as one of the Women of Distinction in 2017.

2101 Parks Avenue, Virginia Beach, VA 23451
Virginia Beach, VA 23451

Website(866) 623-6145

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

4317 Bonney Road, Virginia Beach, VA 23452
Virginia Beach, VA 23452
  • Estate Planning
  • Tax Planning

Wealth Avenue is a financial advisory firm that caters to residents of Virginia Beach and nearby communities. It works with clients to develop financial strategies for their retirement or legacy funds. The firm guides them by estimating the likely outcomes of investments, such as insurance policies and stock options. It also offers financial consultations for widows, freelancers, and military personnel. In addition, Wealth Avenue has helped multiple business owners by examining their employee and executive benefit plans.

4317 Bonney Road, Virginia Beach, VA 23452
Virginia Beach, VA 23452

Website(757) 394-3486

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4536 Bonney Road, Virginia Beach, VA 23462
Virginia Beach, VA 23462
  • 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
Virginia Beach, VA 23462

Website(757) 523-1250

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

780 Lynnhaven Parkway, Virginia Beach, VA 23452
Virginia Beach, VA 23452
Instagram
  • Certified Financial Planner (CFP)

Zachary Nelson is a financial advisor who serves military professionals and their families in the Virginia Beach area. He himself served in the United States Navy for eight years, so he understands the challenges and opportunities associated with military life. Zachary works for First Command Financial Services founded by a retired Air Force officer in 1958. He offers financial planning and coaching, investment and saving, insurance, and banking services that include personal banking, loans, credit cards, and trust services.

780 Lynnhaven Parkway, Virginia Beach, VA 23452
Virginia Beach, VA 23452

InstagramWebsite(757) 468-7711

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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