Financial advisors in Virginia


From the Blue Ridge Mountains to the shores of the Chesapeake Bay, Virginians need financial strategies as strong as the state’s history. Whether you’re planning for retirement in Williamsburg, navigating federal benefits in Northern Virginia, or growing generational wealth, our financial advisors provide personalized strategies to help you meet your goals in the Old Dominion.

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Bringing clarity to your financial picture.


When you think of the “big picture” of your financial future, is it clear or still a little fuzzy? We can help you get a better view of each piece of your financial life. Once you’re clear on where you are and where you want your money to take you, we can build a plan to help get you there.
 

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  • Aaron Kirkland

    Director, Financial Planning

    Ashburn, Fairfax, Henrico

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    Aaron Kirkland
  • Alan Facey

    Executive Director, Financial Planning

    Fairfax

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    Alan Facey
  • Andrew Massaro

    Executive Director, Financial Planning

    Fairfax

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    Andrew Massaro
  • Andrew Nemets

    Director, Financial Planning

    Fairfax

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    Andrew Nemets
  • Ann Crehan

    Executive Director, Financial Planning

    Bethesda, Tysons Corner

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    Ann Crehan
  • Anthony Badillo

    Director, Financial Planning

    Fairfax

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    Anthony Badillo
  • Charlie Nardiello

    Executive Director, Financial Planning

    Fairfax

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    Charlie Nardiello
  • Cheryl Langston

    Director, Financial Planning

    Ashburn

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    Cheryl Langston
  • Christy Martinich

    Director, Financial Planning

    Fairfax

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    Christy Martinich
  • Scott Henderson

    Director, Financial Planning

    Newport News, Virginia Beach

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    Scott Henderson
  • David Sheehan

    Executive Director, Financial Planning

    Ashburn, Fairfax

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    David Sheehan
  • Doug Keegan

    Executive Director, Financial Planning

    Fairfax

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    Doug Keegan
  • Doug Rabil

    Executive Director, Financial Planning

    Fairfax

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    Doug Rabil
  • Erich Hoffman

    Executive Director, Financial Planning

    Fairfax

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    Erich Hoffman
  • Fahima Shaw

    Director, Financial Planning

    Fairfax

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    Fahima Shaw
  • Frank Barkanic

    Director, Financial Planning

    Ashburn, Tysons Corner

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    Frank Barkanic
  • Gian Deguzman

    Director, Financial Planning

    Alexandria, Ashburn, Tysons Corner

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    Gian Deguzman
  • Isabel Barrow

    Executive Director, Financial Planning

    Alexandria

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    Isabel Barrow
  • Isabel Cooper

    Executive Director, Financial Planning

    Ashburn

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    Isabel Cooper
  • Jim Baker

    Executive Director, Financial Planning

    Fairfax

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    Jim Baker
  • John Davis

    Executive Director, Financial Planning

    Fairfax

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    John Davis
  • John McCafferty

    Director, Financial Planning

    Alexandria

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    John McCafferty
  • Ken Murray

    Executive Director, Financial Planning

    Ashburn

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    Ken Murray
  • Ken Grier

    Executive Director, Financial Planning

    Alexandria, Henrico, Rockville, Tysons Corner

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    Ken Grier
  • Kevin Hamel

    Director, Financial Planning

    Bethesda, Fairfax

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    Kevin Hamel
  • Kristine Chaze

    Executive Director, Financial Planning

    Fairfax

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    Kristine Chaze
  • Lakeisha Hill

    Director, Financial Planning

    Alexandria, Fairfax

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    Lakeisha Hill
  • Lisa Eitzel

    Executive Director, Financial Planning

    Fairfax

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    Lisa Eitzel
  • Frances Martin-Falanga

    Executive Director, Financial Planning

    Fairfax

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    Frances Martin-Falanga
  • Mary Davis

    Executive Director, Financial Planning

    Fairfax

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    Mary Davis
  • Matt Hickes

    Executive Director, Financial Planning

    Fairfax, Oakbrook Terrace

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    Matt Hickes
  • Mike Krowe

    Director, Financial Planning

    Fairfax, Tysons Corner

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    Mike Krowe
  • Nate Parks

    Director, Financial Planning

    Fairfax

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    Nate Parks
  • Pat Day

    Executive Director, Financial Planning

    Fairfax

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    Pat Day
  • Paul Jordan

    Director, Financial Planning

    Fairfax, Henrico

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    Paul Jordan
  • Rey Roy

    Executive Director, Financial Planning

    Fairfax

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    Rey Roy
  • Rita Head

    Director, Financial Planning

    Fairfax

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    Rita Head
  • Scott Morrello

    Director, Financial Planning

    Alexandria

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    Scott Morrello
  • Sean Wintz

    Executive Director, Financial Planning

    Alexandria

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    Sean Wintz
  • Sean Connolly

    Director, Financial Planning

    Alexandria, Tysons Corner

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    Sean Connolly
  • Tom Wood

    Executive Director, Financial Planning

    Fairfax

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    Tom Wood
  • Tim Goode

    Executive Director, Financial Planning

    Fairfax

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    Tim Goode

Insights that matter in Virginia


Our subject matter experts and editorial team bring you content you can use – including timely insights into the market and a practical approach to learning more about topics that touch every corner of your finances.

Understanding Capital Gains Tax in Virginia

Implications, exemptions and tax mitigation strategies.

 

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