Top financial advisors in McLean, 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 McLean, VA if you're 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 financial planning.
- Local housing market knowledge. Confirm how they incorporate Northern Virginia's unique real estate trends into your plan.
- Income source understanding. Ask how they tailor strategies for clients with federal employment or related income streams.
- Experience with regional tax implications. Ensure they address state and local tax nuances that impact your investments and income.
- Long-term financial alignment. Discuss how they balance your housing goals with retirement and other financial priorities over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Benjamin P
Series 63, Series 65
McLean, VA
Cary Street Partners
Benjamin Peress offers 23 years of experience in McLean, VA, with expertise in ESG and sustainable investing, which can complement local financial planning needs influenced by the area's unique housing and income factors. His firm, Cary Street Partners, serves diverse clients with discretionary and non-discretionary wealth management, employing varied investment strategies and offering alternative fund access, while providing flexible fee options including flat fees and hourly rates.
Experience: 23 years
Avg account: $1,341,416
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Anthony M
CFP®, Series 65
McLean, VA
SageVest Wealth Management
Anthony Matteo offers wealth management and general tax planning tailored for high-net-worth clients in McLean, VA, with six years of experience and CFP® certification. His firm, SageVest Wealth Management, uses a multi-asset class approach with no-load mutual funds, ETFs, and bonds, providing comprehensive planning and educational seminars, which may appeal to clients seeking integrated investment and financial education services.
Experience: 7 years
Avg account: $2,821,564
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Robert S
CFA®
McLean, VA
Everett Harris & Co
Robert Speidel's 23 years of experience and CFA® designation equip him to navigate McLean's complex financial landscape, including local housing market trends and tax implications. His firm, Everett Harris & Co, offers both discretionary and non-discretionary management with a fundamental, buy-and-hold investment approach, charging fees capped at 0.75%, which may appeal to clients seeking seasoned, independent advice with flexible fee options.
Experience: 23 years
Avg account: $15,829,326
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Ravi N
PFS™, Series 66
McLean, VA
Cambridge Investment Research Advisors
Ravi Narayan's 15 years of experience and PFS™ designation equip him to address McLean's complex financial landscape, including retirement income strategies and annuities tailored for executives and business owners. His affiliation with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse investment approaches, distinguishes him from others by combining personalized planning with broad institutional resources.
Experience: 16 years
Avg account: $378,281
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Brian C
CFP®, Series 63, Series 66
McLean, VA
Edward Jones
Brian Callery's 22 years of experience and CFP® certification equip him to navigate McLean's complex financial landscape, including local housing market trends and federal income considerations. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with a program fee up to 1.35% annually, serving diverse clients including executives and business owners.
Experience: 22 years
Avg account: $246,728
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