Top financial advisors in Alexandria, VA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're navigating Alexandria's competitive housing market or managing income tied to federal employment, you need advisors who understand these local financial nuances. Without this insight, you might miss opportunities to optimize your housing decisions or tax planning.
- Local housing market knowledge. Confirm how they incorporate Alexandria's unique real estate trends into your financial plan.
- Federal workforce income expertise. Ask how they handle income complexities related to government employment and benefits.
- Tax strategy alignment. Ensure they consider Northern Virginia's tax environment when advising on deductions and credits.
- Long-term financial impact. Look for advisors who evaluate how housing and income decisions affect your overall wealth over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Garry B
Series 65
Alexandria, VA
ProFocus Incorporated
Garry Bishop's background with the Department of Defense and his Series 65 designation equip him to understand federal workforce income complexities relevant to Alexandria residents. At ProFocus Incorporated, he offers flat-fee and independent advisory services, focusing on active portfolio management and real estate investing, which may benefit clients navigating local housing market trends and tax strategies.
Experience: 0 years
Avg account: $1,118,106
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Michael G
Series 63, Series 66
Alexandria, VA
LaSalle St. Investment Advisors, L.L.C.
Michael Graham's 35 years of experience and expertise in active portfolio management and options strategies equip him to navigate Alexandria's complex financial landscape, including local housing and federal employment income nuances. His firm offers flat-fee financial planning and emphasizes non-discretionary account management, serving a diverse client base including executives and business owners, which may provide a more tailored approach compared to advisors focusing solely on discretionary management.
Experience: 35 years
Avg account: $378,978
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Joel P
CFP®, ChFC®, Series 66
Alexandria, VA
Edward Jones
Joel Patierno's 13 years at Edward Jones in Alexandria equip him to navigate local financial nuances, especially for clients focused on retirement income and estate planning. His CFP® and ChFC® credentials, combined with experience at a large firm managing over $1 trillion in assets, offer a structured approach with an annual fee up to 1.35%, distinguishing him from advisors with smaller practices or different specialties.
Experience: 13 years
Avg account: $246,728
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Joseph B
CFP®, Series 63, Series 65
Alexandria, VA
Core Fiduciary Advisors
Joseph Bonaccorsy offers 24 years of experience and CFP® certification, providing financial planning and pension consulting services in Alexandria, VA. His firm specializes in institutional clients like small-business retirement plans and corporate pensions, with a flat-fee structure and a focus on coordinating estate, tax, and risk management, distinguishing him from advisors focused solely on individual retirement planning.
Experience: 25 years
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Colette K
CFP®, PFS™
Alexandria, VA
Cerity partners LLC
Colette Kolanko's 14 years of experience and CFP® and PFS™ credentials equip her to address Alexandria's complex financial landscape, including housing market trends and federal employment income. Working with Cerity Partners, a large firm managing $126.9 billion in assets, she offers flat-fee planning and serves high-net-worth clients, differentiating her through access to extensive resources and a broad service range.
Experience: 15 years
Avg account: $4,574,620
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