For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
Old Dominion Insurance & Inves (540) 678-0831
420 W Jubal Early Dr #202 Winchester, VA 22601-6435 View on Map (540) 545-8915
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Education Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning
Raymond James Financial Servic (703) 222-3799
4035 Ridge Top Rd Ste 550 Fairfax, VA 22030-7411 View on Map (703) 222-5899
Bauserman Financial Services,Inc. (703) 667-4272
609 S Braddock St Winchester, VA 22601-4050 View on Map (703) 667-4272
Compensation Method: Commission and Fee Minimum Investable Assets: $50,000 Languages: English
Ariba Asset Management, Inc. (703) 683-8488 x101
2121 Eisenhower Ave Ste 605 Alexandria, VA 22314-4698 View on Map (703) 683-8488
Compensation Method: Fee Only Minimum Investable Assets: $500,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
(540) 720-7858
11 Wendover Ct Stafford, VA 22554-3988 View on Map (540) 720-7858
Specialties: Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Small Business Planning, Wealth Management
CJM Wealth Advisers, Ltd (Name change only from old co)
11320 Random Hills Rd 250 Fairfax, VA 22030-7477 View on Map (703) 425-0700
Specialties: Comprehensive Financial Planning
Lara, Shull & May LLC (703) 564-8994
7600 Leesburg Pike Suite 120 East Falls Church, VA 22043-2004 View on Map (703) 564-8994
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: Spanish, English
Specialties: Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning
Virginia Asset Management, LLC (757) 345-3591
477 McLaws Circle, Suite 4 Williamsburg, VA 23185-6316 View on Map (757) 345-3591
Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning
Raymond James Financial Services (757) 867-7152
751 Thimble Shoals Blvd Suite L Newport News, VA 23606-3563 View on Map (757) 240-2302
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Specialties: Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning
Dunton Simmons & Dunton LLP (804) 435-1611
P.O. Box 5 678 Rappahannock Dr White Stone, VA 22578-0005 View on Map (804) 435-1611
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Specialties: Estate Planning, Tax Preparation
Northwestern Mutual Financial (804) 762-7090
3901 Westerre Parkway suite 300 Richmond, VA 23233-1304 View on Map (804) 762-7090
Compensation Method: Commission and Fee Minimum Investable Assets: $500,000 Languages: German, English
Wells Fargo Advisors (703) 760-5313
1751 Pinnacle Dr, 3rd Floor VA1294 McLean, VA 22102-3833 View on Map (703) 760-5313
Compensation Method: Commission and Fee Minimum Investable Assets: $1,000,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Retirement Planning
Merrill Lynch (703) 779-3641
3 South King Street Leesburg, VA 20175-2903 View on Map (703) 779-3641
Specialties: Retirement Income Management
c5 Wealth Management, LLC (703) 759-7007
746 Walker Rd Ste 26 Great Falls, VA 22066-2643 View on Map (703) 759-7007
Compensation Method: Fee Only Minimum Investable Assets: $1,000,000 Languages: English
Specialties: Asset Allocation, Business Succession Planning, Estate Planning, Intergenerational Planning, Investment Management, Retirement Planning, Risk Management
First Command Financial Planning (757) 873-0993 x130
701 Mariner Row Ste 200 Newport News, VA 23606-4452 View on Map (757) 873-0993
Ameriprise Financial (703) 893-3758
8000 Towers Crescent Dr Ste 1250 Vienna, VA 22182-6219 View on Map (703) 893-3758
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Government and Military
AXA Advisors (540) 427-6721 x6727
4502 Starkey Rd Ste 1000 Roanoke, VA 24018-8538 View on Map (540) 427-6721
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Retirement Planning, Special Needs Planning, Wealth Management
Ameriprise (703) 226-2300
8150 Leesburg Pike Ste 600 Vienna, VA 22182-2721 View on Map (703) 226-2300
Specialties: Investment Management, Retirement Planning
Morgan Stanley Smith Barney (804) 780-3378
901 E Cary St Ste 2000 Richmond, VA 23219-4057 View on Map (804) 780-3378
Specialties: Retirement Planning
The Zaugg Financial Group, Inc (757) 671-3331 x22
4705 Columbus St Suite 302 Virginia Beach, VA 23462-7762 View on Map (757) 671-3331
Compensation Method: Salary Minimum Investable Assets: None Provided Languages: English
Specialties: Sudden Wealth Management, Tax Planning