Top general tax planning financial advisors in Lake of the Woods, VA

William Frazer III is a financial advisor with Principal Financial Services in Locust Grove, VA. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Since 2013, he has been affiliated with Your Retirement Pathfinder, Principal Securities, and Principal Life Insurance Company. Outside of his advisory role, he serves as an elder and Bible teacher at Lake of the Woods Church, where he helps oversee local ministry activities including a homeless shelter and special programs for adults with special needs. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third‑party money manager solutions, with investment implementation typically managed on a discretionary basis by these third parties.

Yvette Ruiz is a financial advisor at Edward Jones in Locust Grove, VA, holding the ChFC® and Series 66 designations with 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves as an Officer of Election for the Orange County VA Registrar's Office and is involved with Mary Kay cosmetics sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Melissa Daily is a financial advisor with Guardian Life and Park Avenue Securities in Locust Grove, VA, holding Series 63 and Series 65 credentials with 35 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 1999. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party advisory solutions.

Benjamin Madtes is a CFP® professional with three years of experience, currently with Creative Planning. He previously worked at Bernhardt Wealth Management and Marriott International. Outside of advising, he is involved in hospitality as an Airbnb host. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, emphasizing a financial-planning-led investment approach that incorporates low-cost indexing, direct indexing, and selective private market exposure. The firm supports institutional and individual clients through a range of portfolio management and retirement services and operates several affiliated service entities beyond traditional advisory offerings.

James Ebron is a Financial Advisor at Merrill Lynch Wealth Management. He holds both a Bachelor's and a Master's Degree from East Carolina University. His professional background includes expertise in financial planning and wealth management. Further details about his experience, credentials, or personal interests were not provided.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.