Top financial advisors in Norfolk, 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.
If you're navigating Norfolk's unique housing market or managing income tied to federal employment, you need advisors who understand these local financial nuances. Without this insight, you might miss opportunities or face unexpected tax and cash flow challenges.
- Local market knowledge. Confirm how they incorporate Norfolk's housing trends and federal workforce factors into your financial plan.
- Income timing strategies. Ask how they handle irregular or government-related income streams to optimize your cash flow.
- Tax planning nuances. Ensure they address state and local tax considerations specific to Northern Virginia.
- Long-term scenario planning. Look for advisors who model your financial future considering local economic shifts, not just generic projections.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mark K
Series 63, Series 65
Norfolk, VA
Cambridge Investment Research Advisors
Mark King brings 32 years of experience and specializes in retirement income strategies and plans for business owners, making him well-suited for navigating Norfolk's unique financial landscape. Operating within Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he serves a diverse client base including executives and retirees, providing access to multiple account platforms and third-party sub-advisers.
Experience: 32 years
Avg account: $378,281
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Gregory S
CFP®, Series 63
Norfolk, VA
Ameriprise
Gregory Smith's 38 years of experience and CFP® certification equip him to address Norfolk's unique financial challenges, especially for those approaching retirement with complex income streams. His affiliation with Ameriprise, a large firm offering integrated advisory, brokerage, and insurance services with algorithmic tools, distinguishes him by providing comprehensive, tax-efficient retirement income strategies tailored to clients with significant assets.
Experience: 38 years
Avg account: $471,167
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Jennifer D
Series 63, Series 66
Norfolk, VA
Edward Jones
Jennifer Duncan's 23 years of experience and Series 63 and 66 designations equip her to navigate Norfolk's financial landscape, including tax-loss harvesting and multi-generational wealth transfer. Affiliated with Edward Jones, a large full-service firm, she offers a comprehensive wealth management approach with an annual program fee up to 1.35%, serving diverse clients including executives and business owners.
Experience: 24 years
Avg account: $246,728
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Charles M
Series 63, Series 66
Norfolk, VA
Truist Advisory Services
Charles Mccoy III offers 18 years of experience in retirement income strategy and active portfolio management, well-suited for navigating Norfolk's unique financial landscape. Affiliated with Truist Advisory Services, a large firm managing $67.7 billion, he serves diverse clients including corporations and retirement plans, providing a comprehensive approach with a 2.25% AUM fee, distinguishing him from smaller local advisors.
Experience: 18 years
Avg account: $560,278
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Stephen H
ChFC®, Series 63
Norfolk, VA
Advisory Alpha, LLC
Stephen Harlow brings 32 years of experience and ChFC® credentials to clients in Norfolk, VA, with expertise in retirement plans for business owners, general retirement planning, and real estate investing. His firm, Advisory Alpha, LLC, offers flexible fee structures including flat fees and negotiable rates, serving a broad retail client base with portfolio management and specialized solutions, distinguishing him from advisors with narrower focuses or less flexible fees.
Experience: 33 years
Avg account: $269,985
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