Top financial advisors in Richmond, 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 Richmond, 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 long-term financial plans.
- Local housing market knowledge. Confirm how they incorporate Richmond's unique real estate trends into your investment and retirement strategies.
- Income source understanding. Ask how they tailor advice for clients with federal employment or related income streams.
- Long-term cash flow planning. Ensure they model your finances considering local cost of living and housing expenses.
- Experience with diverse clients. Check if they have worked with a range of income levels and career stages common in Richmond.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kelly S
Series 66
Richmond, VA
Truist Advisory Services
Kelly Spelsberg's 11 years of experience and Series 66 designation equip her to address Richmond's complex financial landscape, including retirement income strategies and active portfolio management. Working with Truist Advisory Services, a large firm managing $67.7 billion, she offers access to extensive resources and serves diverse clients, which may benefit those navigating local housing market and income considerations.
Experience: 11 years
Avg account: $560,278
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Harvey A
Series 65
Richmond, VA
Frontier Financial Partners, LLC
Harvey Abbott Jr. offers expertise in income planning and tax-loss harvesting, which is valuable for managing Richmond's unique housing market and federal workforce income sources. His firm uses a factor-investing approach with global diversification, serving a diverse client base including high-net-worth individuals and small businesses, and offers flexible fee structures including flat fees and hourly rates.
Experience: 16 years
Avg account: $283,088
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Dustin N
CFP®, Series 66
Richmond, VA
Ascent Financial Group
Dustin Newton's eight years of experience and CFP® certification equip him to address Richmond's complex financial landscape, including retirement income strategies and college savings plans. His role at Ascent Financial Group, combined with personal involvement in a family real estate rental business, offers valuable local housing market insight, setting him apart from advisors without direct real estate experience in the area.
Experience: 9 years
Avg account: $787,423
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Melanie L
Series 65
Richmond, VA
integrity Advisory Solutions
Melanie Lee's experience with private and alternative investments, along with her focus on concentrated stock management, suits clients navigating Richmond's complex financial landscape, including housing and income considerations. Her flat-fee structure and independent status, combined with her legal background and firm's diverse client services, differentiate her from others by offering tailored planning and consulting options for individuals and corporate retirement plans.
Experience: 1 year
Avg account: $449,171
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Tyler D
Series 66
Richmond, VA
LPL Financial
Tyler Dove's decade of experience and Series 66 designation equip him to address Richmond's complex financial landscape, including wealth management and retirement plans for business owners. His affiliation with LPL Financial, a large firm offering flat-fee planning and diverse investment solutions, distinguishes him by providing access to extensive resources and tailored strategies for various client types.
Experience: 10 years
Avg account: $399,489
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