Top financial advisors in Chesapeake, 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 Chesapeake, VA when navigating complex housing decisions influenced by the area's high incomes and federal workforce. Without local insight, advisors may overlook how these factors affect your long-term financial plans.
- Local housing market knowledge. Confirm how they incorporate Chesapeake's unique real estate trends into your investment and retirement strategies.
- Income source understanding. Ask how they tailor advice considering federal employment benefits and income stability.
- Experience with regional tax implications. Ensure they address Virginia-specific tax rules that impact your financial decisions.
- Long-term planning focus. Look for advisors who balance immediate financial needs with future goals shaped by Chesapeake's economic environment.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sarah T
Series 63, Series 65
Chesapeake, VA
Truist Advisory Services
Sarah Turner offers expertise in retirement income strategy and plans for business owners, which suits Chesapeake's demographic with many federal employees and business owners. Working at Truist Advisory Services, a large SEC-registered firm, she provides both discretionary and non-discretionary investment solutions with a 2.25% AUM fee, differentiating her through access to diverse portfolio management approaches and institutional resources.
Experience: 5 years
Avg account: $560,278
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Wesley S
Series 66
Chesapeake, VA
LPL Financial
Wesley Stout's 13 years of experience and Series 66 license equip him to address Chesapeake's unique financial landscape, including wealth management and retirement plans for business owners. His affiliation with LPL Financial, a large firm offering flat-fee planning and diverse investment solutions, distinguishes him by combining personalized advice with extensive resources and a broad client base.
Experience: 13 years
Avg account: $399,489
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Robert W
Series 65
Chesapeake, VA
AE Wealth Management, LLC
Robert Woods brings 14 years of experience and a Series 65 designation, specializing in tax-loss harvesting and retirement plans for business owners, which suits Chesapeake's self-employed and founder demographics. His firm, AE Wealth Management, offers flat-fee options and combines advisor-managed with third-party models, providing flexible investment approaches within a large, SEC-registered firm.
Experience: 14 years
Avg account: $387,358
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William B
Series 66
Chesapeake, VA
Edward Jones
William Breon offers wealth management services in Chesapeake, VA, with expertise in tax-loss harvesting and multi-generational wealth transfer, which can help navigate local tax implications and long-term planning. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to extensive resources and a range of advisory programs, charging up to 1.35% annually in program fees.
Experience: 3 years
Avg account: $246,728
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Patrick F
Series 66
Chesapeake, VA
Merrill
Patrick Franklin Jr. offers expertise in tax-loss harvesting and active portfolio management, which can be valuable for navigating Chesapeake's complex housing market and regional tax implications. Affiliated with Merrill, a large firm serving diverse clients including executives and business owners, he provides managed strategies with a 1.10% fee for accounts under $2 million, blending local insight with broad institutional resources.
Experience: 1 year
Avg account: $860,085
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