Top financial advisors in Radford, 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 Radford, VA if you're navigating complex housing decisions influenced by Northern Virginia's high incomes and federal workforce. Without local insight, advisors may overlook how these factors affect your long-term financial plans.
- Local housing market knowledge. Confirm how they incorporate Radford and Northern Virginia's unique housing trends into your financial strategy.
- Income source understanding. Ask how they tailor advice for clients with federal employment or related income streams.
- Long-term planning focus. Ensure they consider how housing costs and income stability impact your retirement and investment goals.
- Experience with diverse clients. Look for advisors who have worked with a range of financial situations common in this region.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Tawana F
Series 66
Radford, VA
Geneos Wealth Management, Inc.
Tawana French offers financial planning and investment advisory services in Radford, VA, with expertise in ESG and options strategies, suitable for clients navigating local housing and income complexities. Her firm serves diverse clients including trusts and pension plans, providing customized portfolios and discretionary trading, with flexible flat-fee and hourly pricing options that differentiate her from other advisors in the area.
Experience: 3 years
Avg account: $423,489
-
Gary T
Series 63, Series 65
Radford, VA
STIFEL
Gary Tibbs offers extensive expertise in general retirement and income planning, supported by 36 years of industry experience and Series 63 and 65 licenses, making him well-equipped to address Radford's unique financial landscape. Affiliated with Stifel, a large firm serving diverse clients including institutions and charities, he benefits from proprietary investment analysis, distinguishing him from advisors with smaller firm resources.
Experience: 37 years
Avg account: $773,556
-
Ruth C
Series 66
Radford, VA
Ameriprise
Ruth Cline offers retirement income strategies and Social Security optimization tailored for clients approaching retirement in Radford, VA, leveraging Ameriprise's large institutional platform. Although new to advisory work, her background in community engagement and family business investment adds a practical perspective, with a competitive 0.15% AUM fee and a focus on tax-efficient retirement planning.
Experience: 0 years
Avg account: $471,167
-
Don P
Series 63, Series 65
Radford, VA
Lombard Advisers Incorporated
Don Price Jr. offers financial advice in Radford, VA, with 27 years of experience and expertise in college savings plans, which can be valuable for families managing education costs amid local housing market challenges. His firm, Lombard Advisers, provides both discretionary and non-discretionary portfolio management with a flat-fee subscription option, appealing to clients seeking flexible fee structures and control over trading decisions.
Experience: 27 years
Avg account: $543,452
-
Michael J
CFP®, Series 66
Radford, VA
Ataraxia Advisory Services, LLC
Michael Jones brings over 20 years of experience and CFP® certification to clients in Radford, VA, offering expertise in real estate investing and active portfolio management that can address local housing market complexities. His independent firm uses a flat-fee structure for portfolio management and financial planning, catering primarily to individual and high-net-worth clients with quarterly account reviews, distinguishing him from advisors with different fee models or client focuses.
Experience: 21 years
Avg account: $984,091
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Radford, 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")