Top financial advisors in Martinsville, 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 Martinsville, VA if you're navigating complex housing decisions influenced by the area's high incomes and federal workforce. Without a clear understanding of these local factors, you risk missing opportunities or facing unexpected costs.
- Local housing market insight. Confirm how the advisor accounts for Northern Virginia's unique housing dynamics in your financial plan.
- Income source awareness. Ask how they tailor strategies around federal employment income and benefits.
- Long-term cash flow planning. Ensure they model your housing expenses alongside your income changes over time.
- Tax implications. Discuss how local and state taxes affect your housing and investment decisions in this region.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Cory H
Series 66
Martinsville, VA
STIFEL
Cory Hart's focus on general retirement and income planning suits those managing housing decisions in Martinsville, VA, especially given his firm's use of proprietary capital market assumptions and probabilistic modeling. As part of Stifel, a large firm serving diverse clients with both brokerage and advisory services, he offers access to broad resources despite having one year of industry experience.
Experience: 2 years
Avg account: $773,556
-
Rebecca S
Series 66
Martinsville, VA
LPL Financial
Rebecca Stone's 8 years at LPL Financial equip her to address Martinsville's housing and income complexities, especially with her Series 66 designation and expertise in college savings plans. Operating within a large firm, she offers flat-fee financial planning, which may appeal to clients seeking transparent costs alongside access to diverse advisory programs and model portfolios.
Experience: 8 years
Avg account: $399,489
-
Lori F
Series 66
Martinsville, VA
Raymond James Financial
Lori Frise's 19 years of experience and Series 66 designation equip her to address complex financial needs in Martinsville, VA, including housing decisions influenced by local income and tax factors. Affiliated with Raymond James Financial, a large firm offering flat-fee planning and serving diverse clients, she brings expertise in retirement income and estate planning, plus practical real estate experience managing rental properties.
Experience: 19 years
Avg account: $700,796
-
Jennifer N
Series 63, Series 65, Series 66
Martinsville, VA
Truist Advisory Services
Jennifer Nease's 31 years of experience and Series 63, 65, and 66 licenses equip her to navigate Martinsville's complex housing market and federal workforce income considerations. Working with Truist Advisory Services, a large firm offering both discretionary and non-discretionary investment approaches and AI-enabled research, she provides tailored strategies for individuals and businesses, with a 2.25% AUM fee structure that reflects her seasoned expertise.
Experience: 31 years
Avg account: $560,278
-
Lynn M
Series 63, Series 65
Martinsville, VA
Primerica Advisors
Lynn Muhammad's 12 years of experience and Series 63 and 65 designations equip her to address Martinsville's complex housing and income planning needs, especially given her expertise in income planning and tax-loss harvesting. Working with Primerica Advisors, a large firm offering discretionary asset management and a tiered wrap-fee structure, she provides access to model-delivery strategies and separately managed accounts, differentiating her through a comprehensive investment approach and affiliated home-related services.
Experience: 12 years
Avg account: $228,117
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Martinsville, VA
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")