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Best Financial Advisors in Virginia Beach

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Virginia Beach, VA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement 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

Virginia Beach, VA

Why choose this provider?

Need help contacting a Financial Advisor in Virginia Beach? 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
1 Columbus Ctr #800, Virginia Beach, VA 23462

Why choose this provider?

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.

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.
4.8
Facebook
4.8 / 5 (10)
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
780 Lynnhaven Parkway, Virginia Beach, VA 23452
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
4536 Bonney Road, Virginia Beach, VA 23462
  • Retirement Planning

Why choose this provider?

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.

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

Why choose this provider?

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.

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.
4.4
Yelp
4.2 / 5 (54)
Facebook
4.8 / 5 (32)
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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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 (51)
Facebook
5.0 / 5 (23)
Yelp
3.5 / 5 (5)

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

Why choose this provider?

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.

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
Yelp
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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
Google
4.0 / 5 (5)

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
2309 Mariners Mark Way, Virginia Beach, VA 23451
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

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

Why choose this provider?

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.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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)
Facebook
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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)
Facebook
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
305 Back Bay Crescent, Virginia Beach, VA 23456
  • Estate Planning
  • Tax Planning

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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 (9)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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 (9)
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

Frequently Asked Questions

  • 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 some of the mistakes you can make when hiring a financial advisor in Virginia Beach?

    You may run into problems if you hire a financial advisor in Virginia Beach who is not a fiduciary. You might also make mistakes with hiring a financial advisor if you do not do enough research or understand the terms of the professional fees. To avoid problems, you should check the financial advisor's credentials, hire a vetted professional, and make sure the advisor's strategies are compatible with your financial plans.

  • How do you submit a complaint to the State Corporation Commission against a financial advisory firm in Virginia Beach?

    Use the State Corporation Commission's required complaint form and submit it by email, mail, or fax to the address given in the form. The commission's Bureau of Financial Institutions is responsible for regulating certain financial institutions such as banks, lenders, and advisory firms in Virginia Beach and throughout the state. Contact details are as follows: Mailing address Virginia Bureau of Financial Institutions P.O. Box 640 Richmond, VA 23218-0640 Physical address: 1300 East Main Street, Suite 800, Richmond, VA 23219 Fax: (804) 371-9416 Email: BFIQuestions@scc.virginia.gov Phone number: (804) 371‐9657

  • How do financial advisors in Virginia Beach get paid?

    Financial advisors in Virginia Beach typically get paid through commissions or on a flat-fee basis. If a financial advisor renders services on a flat-fee basis, it means there is a set rate in exchange for their services. Usually, financial advisors obtain commissions of around 1% of the total amount of money they manage per year.

  • What does an independent financial advisor mean in Virginia Beach?

    Being an independent financial advisor in Virginia Beach means they do not sell proprietary financial products. They work on their own, providing objective advice, and are not bound by the sales goals of a financial institution. They guide clients in buying products from different companies that are appropriate for their financial goals and situations. Independent advisors can still be tied, monitored, and supported by a large financial entity.

  • What should you expect when you hire a financial advisor in Virginia Beach?

    The financial advisor in Virginia Beach is expected to assess the situation of their clients, establish their objectives, and prepare an action plan. They should regularly meet with the client to review their plans and implementation, evaluate progress, and provide timely updates. Should unexpected life events happen, these advisors work to create contingency plans that may benefit the client's financial situation and resolve issues.

  • 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.