Top financial advisors in Arlington, 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.
You might be considering a financial advisor in Arlington, VA if you're navigating the area's unique housing market or managing income tied to federal employment. Without local insight, advisors may overlook how these factors affect your financial planning.
- Local housing market knowledge. Ask how they incorporate Northern Virginia's housing trends into your long-term plans.
- Federal workforce income nuances. Confirm their experience with income patterns and benefits common to federal employees.
- Comprehensive cash flow analysis. Ensure they evaluate your entire financial picture, not just investments.
- Coordination with other professionals. Check how they collaborate with your tax preparer or estate attorney to align strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Julia M
Series 66
Arlington, VA
Kestra Private Wealth Services, LLC
Julia Madden's experience with retirement income strategies and business owner retirement plans suits clients navigating Arlington's unique financial landscape, including federal employment nuances. Her flat-fee and independent approach, combined with Kestra Private Wealth Services' $10.2 billion in assets and diverse advisory platforms, offers a flexible and well-supported option compared to other local advisors.
Experience: 4 years
Avg account: $653,677
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Kaitlyn K
Series 66
Arlington, VA
LPL Financial
Kaitlyn Kozik's decade of experience and Series 66 designation equip her to address financial planning needs in Arlington, VA, including wealth management and retirement plans for business owners. Working with LPL Financial, a large firm offering flat-fee structures and supported by an in-house research team, she provides comprehensive services that may appeal to clients seeking both advisory and brokerage options.
Experience: 11 years
Avg account: $399,489
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Mila Lynne F
Series 66
Arlington, VA
Edward Jones
Mila Lynne Floro's six years at Edward Jones equip her to address Arlington's financial nuances, including wealth management and multi-generational wealth transfer. Her experience with a large firm offering diverse advisory programs and a fiduciary standard distinguishes her from others, alongside her Series 66 designation and a fee structure up to 1.35% annually.
Experience: 7 years
Avg account: $246,728
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Liam D
Series 63, Series 66
Arlington, VA
Fidelity
Liam Donelan's role at Fidelity in Arlington, VA, equips him to address local financial needs, including housing market trends and federal employment income nuances, through comprehensive wealth management and tax-loss harvesting strategies. His experience across multiple investment consulting roles at a large firm allows him to adapt plans thoughtfully, offering a client-focused approach that balances passive investing with personalized guidance.
Experience: 3 years
Avg account: $234,793
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Scott O
CFA®
Arlington, VA
The Ithaka Group, LLC
Scott O’Gorman Jr. offers 24 years of experience in Arlington, VA, with expertise in active portfolio management and ESG investing, suitable for navigating local financial nuances. His firm, The Ithaka Group, LLC, serves high-net-worth clients with a concentrated growth investment style and a 0.70% AUM fee, distinguishing him through a performance-focused, team-based approach.
Experience: 25 years
Avg account: $2,479,009
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