Browse all CFP®-certified advisors in Virginia

Every advisor below is licensed to work with clients in Virginia. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Virginia advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,707
Retired	1,147
Wealth management	982
Tax-loss harvesting	935
Executive	863
Retirement plans for business owners (SEP, solo 401k)	705
Retirement income strategy	623
Private / alternative investments	560
General retirement planning	473
Active portfolio management	444
College savings (529s, UTMA, etc.)	403
Options & derivatives strategies	382
ESG / Sustainable investing	378
Cash flow / budgeting	330
Business exit / sale strategy	302
Charitable giving & philanthropy	249
Annuities	234
Approaching retirement	209
General estate planning guidance	204
Income planning	200
Passive / index investing	200
Concentrated stock management	180
Self-Employed	159
Business succession planning	136
Real estate investing	133
HENRY (High Earners, Not Rich Yet)	122
Social Security optimization	119
Business ownership considerations	113
General tax planning	109
Mid-Career Professionals	105
Retirement withdrawal strategies	100
Multi-generational wealth transfer	94
Established Professionals	91
Divorce financial planning	69
Debt management	65
Women Professionals	60
Long-term care insurance	51
Equity compensation tax strategy	49
Tax strategies for small businesses	42
Financial Professional	36
Military & Veterans	35
Planning for children with special needs	34
Retired	31
Divorced	25
Values-based investing	25
Roth conversion strategy	22
Dentist	21
Factor investing / smart beta	21
Stock option exercise strategy	21
Charitable giving tax strategies	20
Religious/faith focused	20
Attorney	19
Married/Couples/Partners	19
Parents	19
Doctor or Medical Professional	18
Family Business	17
Government Employee	15
Liquidity event planning	14
Life insurance needs analysis	13
Business Financial Management	12
Intergenerational Families	12
Young Families	12
Educators, Teachers, and Academics	11
Young Professionals	11
Elder care planning	10
Professional Athlete	10
Equity Recipients (RS/RSU, SOP, ESPP)	9
Airline Pilot	7
Business sale tax planning	7
Medicare planning	7
Christian Faith Based	6
Dual Income Family	6
Disability insurance	5
Sandwich Generation	5
Technology Professional	5
Entertainment Industry	4
Expats	4
Real Estate Professional	4
African Americans/Black	3
FIRE (Financial Independence Retire Early)	3
Widow/Widower	3

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