Top financial advisors in Newport News, 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 Newport News, VA, if you're navigating the area's unique housing market shaped by high incomes and a large federal workforce. Without local insight, advisors may overlook how these factors affect your investment and retirement plans.
- Local housing market knowledge. Confirm the advisor understands how Northern Virginia's housing trends impact your net worth and tax situation.
- Income source awareness. Ask how they factor in federal employment benefits and income stability when crafting your financial plan.
- Retirement timing strategies. Discuss how they adjust plans based on local cost of living and housing affordability.
- Experience with regional tax rules. Ensure they consider Virginia-specific tax implications that could affect your portfolio and withdrawals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott M
Series 66
Newport News, VA
Cambridge Investment Research Advisors
Scott Mc Combs offers expertise in retirement income strategy and plans for business owners, making him well-suited for clients in Newport News navigating retirement and income complexities. Affiliated with Cambridge Investment Research Advisors, a large firm, he provides flat-fee and AUM-based pricing, serving diverse clients with both discretionary and non-discretionary portfolio management options.
Experience: 6 years
Avg account: $378,281
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James W
Series 66
Newport News, VA
Edward Jones
James Wright offers retirement income strategy and multi-generational wealth transfer expertise, well-suited for navigating Newport News' unique financial landscape influenced by federal employment and local housing trends. With 16 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and a program fee up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 16 years
Avg account: $246,728
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Najib K
Series 63, Series 65
Newport News, VA
Ameriprise
Najib Khan's 12 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited for clients approaching retirement in Newport News, VA. Working at Ameriprise, a large firm with a $1 million account minimum and a 0.15% AUM fee, he offers tax-efficient planning and a broad range of advisory and insurance solutions, distinguishing him from advisors at smaller firms.
Experience: 13 years
Avg account: $471,167
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Steven K
Series 63, Series 66
Newport News, VA
LPL Financial
Steven Kennedy's 39 years of experience and expertise in wealth management and retirement plans for business owners make him well-equipped to address Newport News' unique financial landscape, including local tax considerations. Affiliated with LPL Financial, a large firm offering flat-fee planning and supported by extensive research resources, he serves a diverse clientele, distinguishing him from advisors with narrower focuses or smaller firm support.
Experience: 39 years
Avg account: $399,489
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Percy H
Series 63, Series 65
Newport News, VA
Lombard Advisers Incorporated
Percy Hundley Jr. offers extensive experience with 44 years in the industry and specializes in college savings plans, which can be valuable for families planning education funding in Newport News. His firm provides personalized investment management with both discretionary and non-discretionary options, and he offers flexible flat-fee subscription arrangements, distinguishing him from advisors who may rely solely on asset-based fees.
Experience: 44 years
Avg account: $543,452
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