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Marjorie L. Fox

JD, CFP®

Retired 12/31/18

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Virginia and the surrounding communities.

FJY Financial, LLC

11504 Hemingway Drive
Reston, VA 20194

Frank D. Tehel

CFP®, EA

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Virginia and the surrounding communities.

October Effect LTD

283 Constitution, One Columbus Center Ste 651
Virginia Beach, VA 23462
(757) 777-3152

Pamela Diemer

CFP®

Realtor

Specialties:

Financial Advisor serving Virginia and the surrounding communities.

Long & Foster Real Estate

Long & Foster Real Estate, 5702 Grove Avenue
Richmond, VA 23226
(804) 288-8888

John N. Hall

CFP®

Specialties: 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Investment Management, Getting...More

Fee Only Financial Advisor serving Virginia and the surrounding communities.

Lynchburg Wealth Management

1511 Enterprise Drive, Second Floor
Lynchburg, VA 24502
(434) 515-0380

Colin Gerrety

CFP®, CIMA®

Client Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Virginia and the surrounding communities.

Glassman Wealth Services

8000 Towers Crescent Dr, Ste 1450
Vienna, VA 22182-6226
(703) 534-4444
CONNECT WITH Colin
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Jeffery S. Adair

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

Ameriprise Financial Services, Inc

3201 Jermantown Rd, Ste 575
Fairfax, VA 22030
(703) 934-8351

Robert Yeh

MBA, CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

5029 CORPORATE WOODS DR, SUITE 150
VIRGINIA BEACH, VA 23462-4382
(757) 499-2639 x17

Berkeley B. Meredith

CFP®

Financial Advisor

Specialties: Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change,...More

Fee Only Financial Advisor serving Virginia and the surrounding communities.

Hughes Financial Services, LLC

2201 Cooperative Way, Suite 150
Herndon, VA 20171
(703) 669-3660

Kenneth O. Moran

CFP®

Professor of Finance

Specialties: Comprehensive Financial Planning

Financial Advisor serving Virginia and the surrounding communities.

Harding University

4328 Landfall Drive
Williamsburg, VA 23185
(757) 941-1364

Jennifer E. Myers

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned...More

Fee Only Financial Advisor serving Virginia and the surrounding communities.

SageVest Wealth Management

1320 Old Chain Bridge Rd, Ste 250
McLean, VA 22101
(703) 992-7650
CONNECT WITH Jennifer
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Leonard D. Levitch

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Financial Advisor serving Virginia and the surrounding communities.

Ameriprise Financial Advisors

4801 Cox Rd, Suite 202
Glen Allen, VA 23060
(804) 249-7520

Cheryl L. Page

CFP®, CFA

Managing Director

Specialties: Investment Management

Financial Advisor serving Virginia and the surrounding communities.

Caprin Asset Management, LLC

1802 Bayberry Ct, Ste 202
Richmond, VA 23226
(804) 648-3333 x304

William E. Eastburn

CFP®

Investment Advisor Representative

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

Eastburn & Associates Wealth Management

221 Raymond Drive
Seaford, VA 23696
(757) 782-4329

Matthew T. Echaniz

CFP®, CAP®

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Career Change,...More

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

Lincoln Financial Advisors

283 Constitution Dr, Ste 800
Virginia Beach, VA 23462
(757) 777-3175

Julia M. Connell

CFP®, MSFP

Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Virginia and the surrounding communities.

Goldman Sachs Personal Financial Management

35 N. Braddock Street
Winchester, VA 22601
(540) 550-7947

Lee F. Brooks

CFP®, CRPC

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

Ameriprise Financial Services,

1017 2nd St SW, Suite A
Roanoke, VA 24016
(800) 716-6736
(540) 981-0657
CONNECT WITH Lee
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Sarah Yakel

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking,...More

Fee Only Financial Advisor serving Virginia and the surrounding communities.

Meridian Financial Partners, LLC

39 S. 4th Street
Warrenton, VA 20186
(540) 878-5479

Stephanie M. Smith

MS, CFP®

Family Wealth Strategist

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Virginia and the surrounding communities.

TDC Companies

202 W Boscawen Street, 202 W Boscawen Street
Winchester, VA 22601
(419) 794-1085

William J. Lagos, Jr.

CFP®, ChFC®, EA, AIF

Sr. Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Virginia and the surrounding communities.

Verus Financial Partners

9030 Stony Point Pkwy, Ste 160
Richmond, VA 23235
(804) 592-3465

Andrew H. Hook

CFP®

Attorney

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

Hook Law Center, P.C.

295 Bendix Rd, Ste 170
Virginia Beach, VA 23452-1294
(757) 399-7506

Carlton E. Dixon, Jr.

CFP®

Executive VP

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

Sapere Wealth Management

675 Peter Jefferson Pkwy, Ste 240
Charlottesville, VA 22911
(888) 584-1143
(434) 245-8600

Michael S. Hancock

JD,CFP®

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

OakHeart Financial Group

OakHeart Financial Group, 941 Glenwood Station Ln
Charlottesville, VA 22901-5719
(888) 605-6727
(434) 220-4671

Charles E. Bradshaw, III

CFP®

Senior Vice-President Investments

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

1021 E Cary St, 22nd Flr
Richmond, VA 23219
(804) 782-3491

Darren A. Koch

CFP®

Financial Planner/ Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Fee Only Financial Advisor serving Virginia and the surrounding communities.

Steigerwald, Gordon & Koch

893 A Harrison St
Leesburg, VA 20175
(703) 777-8826

Ryan P. Drake

CFP®, ChFC, CRPC

President & Managing Member

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

Commonwealth Retirement Advisors

9030 Stony Point Parkway, Suite 580
Richmond, VA 23235
(804) 282-1238

Michael W. Housden

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

Morgan Stanley Wealth Management

901 E. Byrd Street, Suite 2000
Richmond, VA 23219
(804) 780-3399

Aaron W. Clarke

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset...More

Fee Only Financial Advisor serving Virginia and the surrounding communities.

Halpern Financial, Inc.

20365 Exchange Street, Suite 200
Ashburn, VA 20147

Halpern Financial, Inc.

11 N. Washington Street
Rockville, MD 20850
(240) 268-1000
CONNECT WITH Aaron
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Andrew Merchant

CFP®

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

Merrill Lynch

999 Waterside Dr, Suite 1100
Norfolk, VA 23462

Merrill Lynch

1453 Westover Ave
Norfolk, VA 23507
(757) 446-4059

Sterling D. Neblett

CFP®

Founding Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Virginia and the surrounding communities.

Centurion Wealth Management LLC

7901 Jones Branch Dr., Suite 800
McLean, VA 22102
(571) 765-1887
CONNECT WITH Sterling
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