Top financial advisors in Blacksburg, 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 seek a financial advisor in Blacksburg, VA when navigating complex local housing markets influenced by Northern Virginia's high incomes and federal workforce. Without expertise in these unique regional factors, you risk misjudging your housing investment's impact on your overall financial plan.
- Local market insight. Confirm how the advisor accounts for Northern Virginia's housing trends and federal employment patterns in your strategy.
- Integrated cash flow planning. Ask how they balance housing costs with other financial goals to avoid cash flow surprises.
- Tax implications. Discuss how property taxes and potential deductions in Virginia affect your long-term tax planning.
- Experience with regional clients. Look for advisors familiar with the financial challenges faced by residents in this area, ensuring relevant guidance.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James B
Series 66
Blacksburg, VA
Truist Advisory Services
James Barnes, based in Blacksburg, VA, brings 24 years of experience and a Series 66 designation, working with Truist Advisory Services, a large firm offering investment consulting and fiduciary support. His background includes serving diverse clients such as individuals and corporate entities, with a fee structure of 2.25% AUM, distinguishing him through extensive industry tenure and broad client service capabilities.
Experience: 24 years
Avg account: $560,278
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Zachary S
CFP®, Series 65
Blacksburg, VA
The Kelly Group
Zachary Smith offers financial planning in Blacksburg, VA, with a focus on wealth management and active portfolio management, supported by his CFP® certification and five years of experience. His firm, The Kelly Group, manages over $1 billion in assets using diversified institutional mutual funds and provides flat-fee financial planning, which may appeal to clients seeking transparent pricing and a team-based approach.
Experience: 5 years
Avg account: $964,612
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Jamie Lynn B
CFP®
Blacksburg, VA
Peace Within Financial
Jamie Lynn Byram offers financial advising in Blacksburg, VA, with a focus on retirement planning, Social Security optimization, and cash flow management, which are crucial for navigating local housing market complexities. Her firm, Peace Within Financial, provides flat-fee, fee-only services emphasizing long-term buy-and-hold strategies and educational seminars, catering to individuals and high-net-worth clients seeking comprehensive planning with an independent approach.
Experience: 2 years
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Christine S
Series 63, Series 65
Blacksburg, VA
Ameriprise
Christine Smith's extensive 28 years of experience and focus on retirement income strategy make her well-suited to address the financial complexities faced by those approaching retirement in Blacksburg, VA. Working with Ameriprise, a large firm known for integrating research and tax-efficiency analysis, she offers a comprehensive approach with a competitive 0.15% AUM fee, distinguishing her from other local advisors.
Experience: 28 years
Avg account: $471,167
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Meghan K
CFP®, Series 66
Blacksburg, VA
Edward Jones
Meghan Kuczmarski, a CFP® professional based in Blacksburg, VA, brings eight years of experience and expertise in retirement income strategy and business succession planning, which can help navigate the local housing market's financial complexities. Working with Edward Jones, a large full-service wealth management firm, she offers advisory programs with up to 1.35% annual fees and serves both individual and institutional clients, providing broad resources compared to smaller firms.
Experience: 8 years
Avg account: $246,728
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