Top financial advisors in Charlottesville, 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 if you're navigating Charlottesville's unique housing market or managing income tied to federal employment. Without a clear understanding of local economic factors, you could miss opportunities or face unexpected risks.
- Local market insight. Ask how they incorporate Northern Virginia's housing trends into your financial plan.
- Income source awareness. Confirm they understand federal workforce pay structures and benefits.
- Long-term planning. See if they address how local economic shifts might affect your retirement or investment goals.
- Experience relevance. Inquire about their track record working with clients in similar financial situations in Charlottesville.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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George H
Series 65
Charlottesville, VA
Chilton Investment Services, LLC
George Hamar's 22 years of experience and Series 65 designation equip him to navigate Charlottesville's unique financial landscape, especially for private and alternative investments. His firm, Chilton Investment Services, offers family-office support and employs a long-term investment approach, differentiating him with a focus on high-net-worth clients and a negotiable fee structure between 0.5% and 1.25%.
Experience: 22 years
Avg account: $3,037,256
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Michael W
CFP®, Series 63
Charlottesville, VA
Solitude Financial Services, Inc.
Michael Whitney offers expertise in retirement income strategy and income planning, which is valuable for clients navigating Charlottesville's local economic factors and federal employment income. His firm, Solitude Financial Services, emphasizes long-term, buy-and-hold strategies with diversified portfolios and options for risk management, charging a 1% annual fee on assets under management, catering to high-net-worth individuals seeking independent, CFP®-certified advice.
Experience: 5 years
Avg account: $2,216,540
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Margaret C
CFA®, Series 65
Charlottesville, VA
Investor FAN
Margaret Connelly's experience with retirement plans and wealth management suits clients navigating Charlottesville's housing market and federal employment income. As an independent advisor at Investor FAN, she applies a diversified investment approach and manages over $427 million in assets, offering services to individuals and trusts with fees up to 2.00% annually, distinguishing her from advisors with broader or less specialized practices.
Experience: 1 year
Avg account: $898,579
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Shelly P
Series 66
Charlottesville, VA
Ameriprise
Shelly Pellish specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in Charlottesville's unique economic environment. Working with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, she provides personalized, tax-efficient planning with a 0.15% AUM fee, distinguishing her through a blend of local insight and broad service capabilities.
Experience: 8 years
Avg account: $471,167
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Ellen D
Series 66
Charlottesville, VA
D.A. DAVIDSON & Co.
Ellen Doyle's 22 years of experience and focus on wealth management and retirement income strategy equip her to navigate Charlottesville's local economic factors and housing market. Affiliated with the large firm D.A. Davidson & Co., she serves high earners and established professionals, offering comprehensive financial planning and specialized private wealth programs that distinguish her from other advisors in the area.
Experience: 23 years
Avg account: $552,040
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