We Have Listed The Top 10 Financial Advisors In Virginia Beach To Help You Choose The Best Professional For Your Needs.
Address: 208 Golden Oak Court Suite 400 Virginia Beach, VA 23452
Phone: 757-631-5500
The Virginia Beach office has one primary goal: to help affluent households and business owners achieve their financial goals. While our office team has 30+ experienced Financial Advisors, we offer clients access to Merrill Lynch specialists from all over the globe, and help in areas such as Trust management (U.S. TRUST), Fiduciary Services, Estate Planning Services, Philanthropic Management, Investments, Income Management, Concentrated Stock Strategies, Retirement and Wealth Transfer Strategies. A major advantage we have over our competitors is the ability to provide clients with access to our team at Bank of America. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Address: 640 Independence Parkway Suite 300 Chesapeake, VA 23320-5177
Phone: 757-436-1122
Website: https://tullfinancial.com/
Especially with your money. You know you should have a financial plan. You know you should be a smart investor. You know you might be paying too much in taxes, or that you should set up a trust. There are only so many minutes in a day, but you know these things are important. How can you get them done? Wealth management and financial planning is what we love to do, and it’s what we do every day. Tull Financial Group is a fee-only advisory firm, and a proud member of NAPFA (National Association Of Personal Financial Advisors) . We have a fiduciary duty to all clients and act solely in the best interest of our clients at all times. Partnering with our CERTIFIED FINANCIAL PLANNER™ professional and our team of skilled financial advisors can help you accomplish more with your hard-earned money, while you’re living your already full life. “If you don’t know where you are going any path will get you there”. Every plane has a flight path to its destination. Begin defining your unique financial flight path with us today! Wealth management is the ongoing process of managing your investments according to your objectives, combined with our specialized services for a variety of financial planning needs such as tax planning, budgeting, purchasing decisions, and all life transitions. Will I outlive my money?” We can help you answer this question by establishing your retirement goals, accounting for potential bumps in the road, creating a solid plan, and implementing a withdrawal strategy so that you maintain a comfortable lifestyle. READ MORE ABOUT RETIREMENT PLANNING Our financial plans provide a clear, holistic, and objective view of your current financial situation as it relates to your goals. It also provides the variables to monitor as you work towards these goals. Financial planning covers areas such as risk management, tax planning, cashflow, and others. READ MORE ABOUT FINANCIAL PLANNING
Address: 468 S. Independence Blvd Ste. B-122 Virginia Beach, VA 23452
Phone: 757-340-7006
Website: http://www.nautilusfingroup.com/
Nautilus Financial Group is an independent advisory firm that assists our clients in making smart decisions about their financial situations. Located near Mount Trashmore, one mile south of Town Center in Virginia Beach, our professional staff understands the needs of our clients and more importantly, their goals and dreams. Our firm is committed to each of our client's long-term financial success built on a foundation of trust, ethics, and service. We focus on our clients' goals so they can focus on creating a quality of life that reflects their deepest values. We will identify your sources of income, estimate your expenses and work with you to devise a plan to reach those income needs. We can implement a savings plan, manage the assets and take the actions and decisions necessary to achieve your retirement goals and dreams. We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Address: 4345 New Town Ave., Ste. 200 Williamsburg, VA 23188
Phone: 757-490-7833
Website: https://verticalwealth.com/
Vertical Wealth Management is an independent Registered Investment Advisory firm providing investors with conflict-free, custom-tailored investment strategies to meet short and long-term needs. We offer complete transparency in the form of separately managed accounts. Vertical Wealth Management is legally obligated to put our client’s interest first as a fiduciary investment manager. The central principle of our process is discipline, a focus that helps our clients avoid chasing returns and assuming unacceptable risks. We provide comprehensive retirement income planning, financial planning, and wealth management for both private sector and federal employees. At Vertical Wealth Management, we understand the concerns people face as they plan for their future retirement. Our mission is to help you make wise financial decisions and work toward your long-term goals, combining our experience in financial planning with our disciplined and evidence-based approach to investing. Rather than fall prey to Wall Street speculations or the hot stocks of the moment, we combine a research-driven investment process with personalized advice to deliver comprehensive financial solutions. As a fiduciary firm, we are committed to providing you with the best advice we can give without any conflicts of interest. We are required to act with undivided loyalty to you and provide complete transparency and disclosure when it comes to our compensation or investment approach. If you’re ready to define your goals, commit to a proven process, and work with a team you can trust, we invite you to learn more about our people and services.
Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss. Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio. Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.
Address: 300 32nd St Ste 520 Virginia Beach, VA 23451-2968
Phone: 757-417-1750
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. It’s a more personal approach that goes far beyond an investment portfolio. It’s an ongoing and open dialogue about all aspects of your life, your goals and your financial vision. And it’s developing a long-term relationship built on understanding and trust. Your advisor is there for you throughout the planning and investing process, giving you objective and unbiased advice along the way. Raymond James advisors serve clients with a variety of sophisticated financial planning needs. From families and individuals to business owners and institutions, your Raymond James advisor has the expertise and experience to provide guidance for a wide range of financial planning needs. They’ll take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. Your advisor is there to help you reach major milestones and all of the smaller ones in between. You’ll work together to build a customized plan just for you, taking into account all of your objectives, while weighing risk, prioritizing trade-offs and accounting for “what ifs.” And because your plan is a living document, your advisor will continually adapt it while utilizing the latest technology to identify potential unknowns and your changing needs, making adjustments that will help you reach your financial goals.
Address: 780 Lynnhaven Parkway Suite 400 Virginia Beach, VA 23452
Phone: 844-852-7837
Website: https://www.jarverfinancial.com/
Fiduciary Financial Advisor formally trained in Federal Employee Benefits & Transitions by a United States General Services Administration (GSA) Schedule Contract Holder. The GSA Schedule contract allows federal customers to efficiently purchase retirement training services from the Schedule Contract Holder. A GSA Schedule vendor is a preferred provider, offering federal government agencies its Federal Retirement Workshops. A workshop is a versatile training program which satisfies federal agencies’ requirement to provide pre-retirement training to their employees as they near retirement. Fiduciary Financial Advisor formally trained in Virginia Retirement Systems (VRS) Employee Benefits & Transitions by a payroll deductable 403(b) Vendor. Our mission is to inspire financial ambitions by making the complex, simple. This is how we’re “Bridging Bull & Bear Markets” for our clients. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Jarver Financial (JF). The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company and compliance with product terms. JF is neither affiliated nor endorsed by the IRS, Social Security Administration or any other governmental agency. Advisory services are offered by CoreCap Advisors, LLC (CA), a registered investment advisor. JF and CA are independent of each other.
Address: 477 Viking Drive Suite 200 Virginia Beach, VA 23452
Phone: 757-498-4000
Website: https://www.investdavenport.com/advisors/calliott-demeter-harrell/
For generations of families and institutions, Davenport has been a trusted financial advisor, empowering them to steward their wealth with wisdom and confidence. Employee owned and headquartered in Richmond, Virginia, with offices throughout the mid-Atlantic, Davenport & Company offers a range of wealth management and financial advisory services, including traditional brokerage services, professional money management, financial planning, market research, and public finance services. Since Davenport’s founding in 1863, the relationships we have with our clients have remained our most valuable asset. We strive to strengthen those relationships by delivering value and serving clients in a manner worthy of their trust. We’ve seen a lot of change over the past 157 years. We’ve witnessed decades of market fluctuation — even several major declines. We’ve watched competitors and trends come and go. We’ve seen our industry revolutionized by technology. Through it all, one thing has remained constant: our core values. These values have not only grown our firm, they’ve helped us grow the trust you place in us. Every day, more than 400 Davenport associates – including more than 175 financial advisors – make positive impacts on the lives of thousands of clients by offering expert financial advice that embodies the golden rule.
Address: 1 Columbus CTR, #800 Virginia Beach, VA 23462
Phone: 757-777-3121
Website: https://www.envisionyourwealth.com/
In these uncertain times you need a comprehensive advisor that will listen to your needs and help you coordinate your entire financial life. Our Envision Planning Process covers everything, from investments and insurance, to cash flow and estate planning. All it takes to get started is a 15 minute phone call. Our no cost, no obligation Envision Review is an objective second opinion with no sales pressure or corporate agenda. Call us today at 757-777-3121 to see if your plans are still on track. Our 9 step Envision Planning Process will analyze your cash flow, tax situation, risk management, investments and estate & business documents. We then work to fix your highest priorities first and coordinate with your trusted legal and tax advisors until all issues are covered. Most business owners do not have a carefully crafted master plan. We help owners grow, protect and transfer their business on their terms. This type of work requires specific training and resources beyond the typical advisor. You tell us where you want to go and we will help you design and implement the necessary changes to ensure all of your hard work pays off. Our portfolios are designed to help you attain long-term growth, sustain income, and provide flexibility in tax planning. We are constantly evaluating investment options and reviewing portfolios for opportunities in the market. Corporate retirement plans, while very technical, do not have to be overly complicated. Our job is to increase owner liquidity, simplify management, reduce administrative burdens, and help all employees plan for their retirement.
Address: 575 Lynnhaven Parkway, Suite 160 Virginia Beach, VA 23452
Phone: 757-955-8071
Website: https://kennethporterandco.com/
Peace of mind with finances is something that many strive for in life, but it is very seldom that people achieve it. With so many unknowns in life, Kenneth Porter & Company has taken the approach to make difficult, confusing, and sophisticated financial strategies SANE, SOUND, & SIMPLE. Kenny Porter, President & Chief Macro Strategist has unlocked the key to creating peace of mind in finance through years of education and experience. Kenny’s youngest daughter, Lizzie, was born with Agenesis of the Corpus Callosum, a rare disorder that would have a cognitive impact on her life. This single event changed the trajectory of his financial practice and his approach to minimizing risk and maximizing returns. This life event has made the element of legacy planning imperative to Kenny. KP&Co is driven to encourage clients to think and plan not only for present wealth, but generations ahead. These principles paired with Kenny’s benevolent passion in helping people get from where they are… to where they want to be is what sets Kenneth Porter & Company apart. Sitting on the board for the LEAP™ (Lifetime Economic Acceleration Process), has become the key piece of the puzzle in helping people learn how their financial decisions in the present correlate with their financial results in the future. This process combines actuarial science with investments… because we all need both in planning. Kenneth Porter & Company takes a process oriented approach to wealth building as opposed to a product approach. This paired with the practice of full disclosure takes the sales hype off the table and allows our clients to make educated financial decisions. As one of only 5,000 registered LEAP™ practitioners, Kenny and his team are well equipped to help clients with all financial situations regardless of complexity. This process has been tried and tested, not only with Kenny using it in his own financial life, but helping thousands of clients over his 27 years of experience.