Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Noah S

CFP®, Series 66

Fredericksburg, VA

Cary Street Partners

Noah Snead is a CFP®-designated financial advisor at Cary Street Partners with four years of industry experience. He has worked exclusively within various entities of Cary Street Partners since 2021. His prior roles include positions outside the financial industry at Panda Express, Kroger, West End Market, and JCPenney. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes state and municipal government entities as well as insurance companies.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Kevin L

Series 66

Fredericksburg, VA

Cary Street Partners

Kevin Lynch is a financial advisor at Cary Street Partners with three years of industry experience and holds a Series 66 designation. Prior to joining Cary Street Partners in 2025, he worked at Equitable Advisors, LLC for two years. Outside of finance, Lynch teaches private music lessons in the Stafford area. Cary Street Partners provides a range of investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients, utilizing diverse investment options and proprietary strategies through its affiliated asset manager.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Andre P

Series 66

Fredericksburg, VA

Cary Street Partners

Andre Pineda is a financial advisor at Cary Street Partners with 22 years of industry experience. He holds the Series 66 designation and has worked at Cary Street Partners since 2007, following prior roles at Wells Fargo Clearing and Legg Mason Wood Walker. Outside of advising, he is involved in several nonprofit and community organizations, including serving as president of a family business focused on his child’s artwork and holding board and finance committee positions with various local charities. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies, serving a diverse client base that includes municipal and insurance company clients.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Savannah G

Series 66

Fredericksburg, VA

Cary Street Partners

Savannah Green is a financial advisor at Cary Street Partners with four years of industry experience and holds a Series 66 designation. She has worked at Cary Street Partners since 2021 and previously at Edelman Financial Engines. In addition to her advisory role, Savannah serves as an adjunct professor teaching personal finance at the University of Mary Washington and is a budget analyst for the Fredericksburg Regional Chamber of Commerce’s young professionals committee. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm constructs portfolios using a broad range of investment options and serves specialized institutional niches such as state and municipal government entities.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)