Top advisors focused on fire (financial independence retire early) in Virginia

Kristin Manna is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Consolidated Planning Holdings, Inc. Prior to entering the financial industry, she worked in education for eight years. Outside of advising, Kristin is an author and publisher of a basketball coaching notebook and works as a math tutor for high school students. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

James Comer is the sole advisor at Valley Investors Corporation in Roanoke, VA, where he has worked since 1995. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Valley Investors Corporation provides investment advisory and portfolio management services primarily to individual clients, managing approximately $2.6 million in assets for 11 clients. The firm operates under a solo practitioner model, emphasizing direct advisor involvement in account management and review.

Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.

John Jones II is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at both Merrill and Bank of America, N.A. since 2015 in Richmond, VA. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection, tax-focused investment strategies, and a variety of portfolio management options.

Aubrey Williams is a financial advisor at Open Path Financial with one year of industry experience. He holds a Series 65 credential and has a background in defense technology, currently serving as Associate Director of Program Management at Raytheon Technologies. Williams also worked at Lockheed Martin Corporation for 17 years. Open Path Financial is a fee-only advisory firm that provides time-based financial planning and investment consultations to individuals, families, businesses, trusts, charities, and other organizations. The firm emphasizes long-term asset allocation using low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing, and does not manage client assets or hold custody.

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

I graduated from Texas A&M’s Mays Business School in 2008 (perfect timing for a job hunt!) and quickly discovered a passion for investing. During my eight years working in real estate, I devoured everything I could find on investing and personal finance. This led to the realization – far too slowly, my wife points out – that my true passion is helping others craft their best lives through real financial planning. Appalled by the status quo within the industry, and determined to serve families the way they truly deserve, I set out to found Downshift Financial with Eddie. We founded Downshift Financial to deliver real financial planning to regular people through a service model that actually makes sense: Flat quarterly fees. No commissions. No sales pressure. No BS. Our goal is to help clients maximize their lifetime fulfillment through financial independence. Often, that means working less to free up time for family and hobbies.

John Malaney is the principal advisor at Engineering Financial Independence, Inc., holding a Series 65 designation with three years of industry experience. He also works as a Program Manager at General Atomics, a role he has held since 2012. Engineering Financial Independence, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, combining fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers written Investment Policy Statements and free educational content such as newsletters and blog posts, with an investment approach that includes equity recommendations and options strategies.

You're earning more than most people will ever see — and you're still not sure if you're doing enough with it. That's not a money problem. That's a planning problem. Hey, I'm Anthony. I'm a CFP®, a dad of three, and the founder of Dynamic Financial Planning based in Scottsdale, AZ. I spent a decade at Northern Trust and a Beverly Hills family office delivering high-level financial advice to some of the wealthiest families in the country. I built Dynamic Financial Planning so high earners and tech professionals in their 30s and 40s could finally have a proven professional in their corner. That means making the most of what you earn, improving tax efficiency, investing for long-term growth, and having advice that’s aligned with your best interests — not driven by product sales. I work with tech professionals and high earners in Scottsdale and Phoenix area and virtually nationwide. Fee-only. Fiduciary. No commissions. No conflicts. No asset minimums. Ready to find out what's possible? Free 30-minute call: dynamic-fp.com/schedule Message: anthony@dynamic-fp.com Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale