Top financial advisors in Portsmouth, 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 the housing market in Portsmouth, VA, especially with its unique Northern Virginia dynamics, you need advisors who understand how your income and federal employment status affect your financial plans. A common mistake is overlooking how local housing costs and job stability impact your long-term wealth.
- Local market insight. Confirm the advisor knows Portsmouth's housing trends and how they influence your investment and savings strategies.
- Income source understanding. Ask how they factor federal employment or high-income scenarios into your financial roadmap.
- Comprehensive cash flow planning. Ensure they consider your housing expenses alongside other financial goals to avoid surprises.
- Experience with diverse clients. Look for advisors who have helped clients with similar backgrounds and financial situations in the area.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Glenn H
ChFC®, Series 66
Portsmouth, VA
Edward Jones
Glenn Haislip's 13 years of experience and ChFC® and Series 66 designations equip him to address financial planning needs in Portsmouth, VA, including wealth management and tax-loss harvesting. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with an AUM fee up to 1.35%, serving diverse clients such as retirees and business owners.
Experience: 13 years
Avg account: $246,728
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James Y
CFA®
Portsmouth, VA
JYE Wealth Advisors, LLC
James Young's expertise in general retirement planning and annuities, combined with his CFA® designation and five years of industry experience, equips him to address financial needs in Portsmouth, VA. Leading an independent firm with flat-fee financial planning options between $500 and $1,500, he also brings unique insights from his CPA background and nonprofit leadership roles, distinguishing him from other advisors in the area.
Experience: 5 years
Avg account: $80,000
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Robert M
CFP®, Series 63, Series 66
Chesapeake, VA
Raymond James Financial
Robert Marchesano's 24 years of experience and CFP® certification equip him to address retirement income strategies and active portfolio management, relevant for Portsmouth's housing market and income considerations. Based in Chesapeake, VA, he works with Truist Advisory Services, a large firm offering both discretionary and non-discretionary investment solutions, which may provide diverse options compared to smaller local advisors.
Experience: 24 years
Avg account: $700,796
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Carter S
Series 65, Series 63
Norfolk, VA
Principal Financial Services
Carter Steil's 12 years of experience and Series 63 and 65 licenses equip him to address financial planning needs related to Portsmouth's housing market and federal employment factors. Based in nearby Norfolk, VA, he operates within Principal Financial Services, a large firm offering diverse client services including retirement plan consulting and discretionary investment management, with flexible fee options such as hourly and monthly rates.
Experience: 12 years
Avg account: $324,050
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Martin K
Series 65
Norfolk, VA
Tyton Wealth
Martin King offers expertise in real estate investing and options strategies, which can be valuable for navigating Portsmouth's housing market and income considerations. Based in nearby Norfolk, VA, he serves high-net-worth clients with a 1.5% AUM fee and combines fundamental and technical analysis, providing a blend of long-term and higher-risk investment approaches.
Experience: 2 years
Avg account: $837,594
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