Top financial advisors in Roanoke, 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 Roanoke, VA when you're navigating complex housing decisions influenced by local income levels and federal employment trends. Without understanding these unique regional factors, advisors may overlook key opportunities or risks tied to your housing and investment plans.
- Local market insight. Confirm how they incorporate Roanoke's housing dynamics and income patterns into your financial plan.
- Income source awareness. Ask how they tailor strategies for clients with federal employment or related income streams.
- Long-term housing strategy. Explore their approach to balancing housing costs with retirement and investment goals.
- Experience with regional tax implications. Ensure they consider Virginia-specific tax rules that affect your financial decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jon M
CFP®, Series 65
Roanoke, VA
American Financial Planning, Inc.
Jon Matlock, a CFP® with three years of experience in Roanoke, VA, offers financial planning and discretionary investment management through American Financial Planning, Inc., which serves individual and high-net-worth clients. His firm emphasizes diversified index investments with ethical screens and provides modular planning services with flat fees, distinguishing him from others by combining ethical investment options with flexible, client-tailored planning.
Experience: 4 years
Avg account: $265,802
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Kimberly J
Series 65
Roanoke, VA
Beacon Wealth Consultants, Inc.
Kimberly Jenkins offers financial planning in Roanoke, VA, with 13 years of experience and a Series 65 designation, making her well-equipped to address local housing and income considerations. Her firm, Beacon Wealth Consultants, integrates a faith-based investment approach and serves diverse clients including trusts and charitable organizations, providing flat-fee and hourly services that differentiate her from other advisors in the area.
Experience: 14 years
Avg account: $464,314
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Lawrence F
Series 63, Series 66
Roanoke, VA
Edelman Financial Engines
Lawrence Forbish's 28 years of experience and Series 63 and 66 credentials equip him to address Roanoke's unique housing and retirement planning challenges, including tax-loss harvesting and concentrated stock management. Working with Edelman Financial Engines, a large firm offering both advisor-led and online services with flat-fee options, he supports diverse client needs including retirees and business owners.
Experience: 29 years
Avg account: $375,508
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Craig B
Series 66
Roanoke, VA
Kestra Private Wealth Services, LLC
Craig Brigman offers expertise in retirement income strategy and business owner retirement plans, which can be valuable for navigating Roanoke's housing and income landscape. His flat-fee and independent advisory approach, combined with six years of experience and affiliation with Kestra Private Wealth Services managing $10.2 billion in assets, distinguishes him from other local advisors.
Experience: 7 years
Avg account: $653,677
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Charles L
Series 63, Series 66
Roanoke, VA
Thrivent Investment Management
Charles Leiser's 19 years of experience and Series 63 and 66 licenses position him well to address financial planning needs in Roanoke, VA, especially with his background in managing a family residential rental property. Affiliated with Thrivent Investment Management, a large firm offering Dedicated Planning Services, he focuses on comprehensive, goal-based planning for individuals and businesses, differentiating him from advisors who may emphasize portfolio management.
Experience: 20 years
Avg account: $162,801
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