Top financial advisors in Staunton, 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 Staunton, 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 financial planning.
- Local housing market knowledge. Confirm how they incorporate Staunton's unique real estate trends into your plan.
- Income source understanding. Ask how they tailor strategies for clients with federal employment or related income.
- Long-term cash flow planning. Ensure they model your finances considering local cost of living and housing expenses.
- Experience with regional tax implications. Check if they address Virginia-specific tax rules that impact your investments and income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael M
Series 65
Staunton, VA
Sound Income Strategies, LLC
Michael Mc Cue offers income planning and retirement solutions tailored for business owners, which can be valuable for navigating Staunton's unique financial landscape. His firm, Sound Income Strategies, manages $4 billion in assets and emphasizes fixed-income and equity portfolio management, providing a broad range of services including sub-advisory ETF management and family-office style solutions, distinguishing him from other local advisors.
Experience: 0 years
Avg account: $168,290
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Joshua D
Series 66
Staunton, VA
Steward Partners Investment Advisory, LLC
Joshua Deaver's 14 years of experience and Series 66 designation position him well to address the financial complexities faced by high-net-worth clients in Staunton, VA, including those related to local housing and income sources. Affiliated with Steward Partners Investment Advisory, LLC, a large firm managing over $28 billion, he offers flat-fee planning and integrates ESG investing, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 14 years
Avg account: $831,870
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Lily D
Series 66
Staunton, VA
Edward Jones
Lily Dawkins offers financial guidance in Staunton, VA, with expertise in retirement income strategy and multi-generational wealth transfer, which can be valuable for managing local housing and income complexities. Affiliated with Edward Jones, a large full-service firm, she provides access to broad investment solutions and charges up to 1.35% annually, distinguishing her from advisors with smaller firm resources or different fee structures.
Experience: 1 year
Avg account: $246,728
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Philip S
Series 65, Series 63
Staunton, VA
Well-Planned Financial LLC
Philip Swann Jr. offers financial planning in Staunton, VA, with expertise in cash flow, college savings, and estate planning, suited for young professionals navigating local housing and income complexities. His independent firm uses passive portfolio strategies with index funds and ETFs, providing flexible flat-fee and hourly pricing, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 9 years
Avg account: $101,023
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Jennifer W
CFP®, Series 66, Series 63
Staunton, VA
Ameriprise
Jennifer Williams brings 20 years of experience and CFP® certification to retirement income planning in Staunton, VA, addressing income planning and Social Security optimization for those approaching retirement. Working with Ameriprise, a large firm, she leverages centralized consulting and tax-efficient strategies with a 0.15% AUM fee, focusing on clients with substantial investable assets seeking detailed, written retirement recommendations.
Experience: 21 years
Avg account: $471,167
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