Best Financial Advisors in Fairfax, VA

We did the hard work of finding trustworthy partners in Fairfax, VA. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Fairfax, VA Fiduciary Financial Advisors

SEC File# 801-67640
CRD# 143323
5 out of 5
Location 11325 Random Hills Rd Suite 210, Fairfax, VA 22030, USA
Phone (703) 760-3673
Directions
generic_business-71
Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 10530 Warwick Ave STE C2, Fairfax, VA 22030, USA
Phone (571) 758-5901
Directions
generic_business-71
Culler Witman Financial
Location 3911 Old Lee Hwy STE 43B, Fairfax, VA 22030, USA
Phone (703) 219-2552
Directions
generic_business-71
Edward Jones - Financial Advisor: Tony Tenorio, CFP®|AAMS™
5 out of 5
Location 10619 Jones St Ste 201A, Fairfax, VA 22030, USA
Phone (703) 273-2390
Directions
generic_business-71
C Mark Gurley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 3201 Jermantown Rd Ste 575, Fairfax, VA 22030, USA
Phone (703) 273-2937
Directions
generic_business-71
Carlos Viera - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 3050 Chain Bridge Rd Ste 101, Fairfax, VA 22030, USA
Phone (703) 385-5464
Directions
generic_business-71
Sharon Meyer - Financial Advisor, Ameriprise Financial Services, LLC
Location 3600 Chain Bridge Rd ste c, Fairfax, VA 22030, USA
Phone (703) 241-8301
Directions
generic_business-71
Lynn A Mullany - Financial Advisor, Ameriprise Financial Services, LLC
Location 3201 Jermantown Rd Ste 575, Fairfax, VA 22030, USA
Phone (703) 934-8816
Directions
generic_business-71
Ascendant Wealth Strategies
Location 10805 Main St Suite 400, Fairfax, VA 22030, USA
Phone (703) 250-5340
Directions
Financial Advisors in Fairfax, VA

Where Certified Financial Advisors in Fairfax, VA Serve

Fairfax, VA is a bustling city with a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Fairfax County Courthouse to the modern Mosaic District, this city has something for everyone. The city boasts top employers such as Inova Health System, Fairfax County Public Schools, and George Mason University. Major highways and streets such as Interstate 66, Route 50, and Fairfax Boulevard provide easy access to the city and its surrounding areas. Fairfax is home to many unique neighborhoods, including the charming Old Town Fairfax, the upscale Fairfax Station, and the family-friendly Fair Oaks. Whether you're looking for history, culture, or convenience, Fairfax has it all.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fairfax, VA can benefit greatly from the guidance of a financial advisor. One specific way a financial advisor can help residents of Fairfax is by providing advice on how to manage the high cost of living in the area. As one of the wealthiest counties in the United States, Fairfax has a high cost of living, which can be a challenge for many residents. A financial advisor can help individuals and families create a budget, save for retirement, and invest wisely in order to make the most of their income. Additionally, a financial advisor can provide guidance on navigating the local real estate market, which can be competitive and complex. Overall, a financial advisor can help residents of Fairfax, VA achieve their financial goals and plan for a secure future.

Insurance Broker

Residents of Fairfax, VA can benefit from the services of an insurance broker in a variety of ways. For one, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. This is especially important in Fairfax, where the cost of living is higher than the national average and residents may need more comprehensive insurance coverage to protect their assets. Additionally, an insurance broker can help residents save money by finding discounts and bundling policies. With the help of an insurance broker, Fairfax residents can have peace of mind knowing they have the right coverage at an affordable price.

Retirement Planning

Residents of Fairfax, VA can benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of each individual. This is especially important in Fairfax, which is known for its high cost of living and competitive job market. A retirement planner can help residents navigate these challenges and plan for a secure financial future. They can also provide guidance on tax planning, investment strategies, and estate planning, all of which are crucial components of a successful retirement plan. By working with a retirement planner, residents of Fairfax can feel more confident and prepared as they approach their golden years.

Wealth Management

Residents of Fairfax, VA can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized investment advice and portfolio management. Fairfax is a city with a high cost of living, and many residents have significant assets that they want to protect and grow. A wealth manager can help these individuals make informed decisions about their investments, taking into account their unique financial goals, risk tolerance, and tax situation. Additionally, a wealth manager can provide guidance on retirement planning, estate planning, and other important financial matters that can have a significant impact on a person's long-term financial security. With the help of a skilled wealth manager, residents of Fairfax can feel confident that they are making the most of their financial resources and working towards a secure and prosperous future.

Mortgage Loan Officer

Residents of Fairfax, VA can benefit from the expertise of a mortgage loan officer in a variety of ways. For example, a loan officer can help residents navigate the complex process of obtaining a mortgage, which can be especially challenging in a competitive housing market like Fairfax. They can also help residents understand the different types of mortgages available and which one might be the best fit for their unique financial situation. Additionally, a loan officer can provide guidance on how to improve credit scores and increase the likelihood of being approved for a mortgage. With the help of a knowledgeable and experienced loan officer, residents of Fairfax can feel confident and empowered as they navigate the exciting and sometimes stressful process of buying a home.

Tax Services

Residents of Fairfax, VA can benefit greatly from the services of a tax advisor. One of the most common ways they can be helped is by ensuring they are taking advantage of all the tax deductions and credits available to them. Fairfax, VA is known for its high cost of living and property taxes, so it's crucial for residents to maximize their tax savings wherever possible. A tax advisor can also assist with tax planning and preparation, helping residents stay organized and avoid costly mistakes. Additionally, they can provide guidance on complex tax issues such as estate planning and business taxes. Overall, a tax advisor can provide valuable support to Fairfax, VA residents in navigating the often-confusing world of taxes and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Fairfax, VA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can assist residents of Fairfax is by helping them create a comprehensive estate plan that includes a will, trust, power of attorney, and healthcare directive. This is particularly important in Fairfax, which is known for its high cost of living and affluent population. An estate plan can help ensure that residents' assets are protected and distributed according to their wishes, while minimizing tax liabilities and avoiding probate court. Additionally, an estate planning lawyer can help residents navigate complex legal issues related to estate planning, such as Medicaid planning and asset protection. Overall, working with an estate planning lawyer can provide peace of mind and financial security for residents of Fairfax, VA.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Fairfax, VA