Ways to browse Independent advisors serving Virginia

Pick a specialty to browse more Independent advisors serving Virginia.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,740
Wealth management	1,524
Private / alternative investments	959
Active portfolio management	945
Retirement plans for business owners (SEP, solo 401k)	941
Options & derivatives strategies	925
Executive	902
Retired	885
General retirement planning	791
Tax-loss harvesting	713
Retirement income strategy	650
ESG / Sustainable investing	521
College savings (529s, UTMA, etc.)	491
Cash flow / budgeting	421
Concentrated stock management	417
Income planning	408
Real estate investing	397
Charitable giving & philanthropy	382
Passive / index investing	365
Annuities	326
General estate planning guidance	267
General tax planning	252
Business exit / sale strategy	211
Business succession planning	199
Business ownership considerations	173
Equity compensation tax strategy	150
Retirement withdrawal strategies	134
Debt management	127
Tax strategies for small businesses	120
Approaching retirement	118
Mid-Career Professionals	94
Long-term care insurance	93
Established Professionals	78
HENRY (High Earners, Not Rich Yet)	64
Family Business	57
Divorce financial planning	55
Social Security optimization	55
Factor investing / smart beta	51
Retired	47
Stock option exercise strategy	46
Life insurance needs analysis	39
Self-Employed	39
Military & Veterans	36
Charitable giving tax strategies	32
Educators, Teachers, and Academics	32
Roth conversion strategy	32
Women Professionals	32
Business sale tax planning	31
Financial Professional	29
Multi-generational wealth transfer	27
Religious/faith focused	27
Values-based investing	26
Doctor or Medical Professional	23
Medicare planning	22
Young Professionals	22
Married/Couples/Partners	21
Attorney	20
Elder care planning	19
Equity Recipients (RS/RSU, SOP, ESPP)	19
Government Employee	18
Planning for children with special needs	18
Business Financial Management	17
Dual Income Family	16
Professional Athlete	15
Disability insurance	14
Young Families	14
Airline Pilot	13
Sandwich Generation	12
Trust structures (GRAT, IDGT, revocable)	11
Divorced	9
Parents	9
Christian Faith Based	7
Key person insurance & risk mitigation	6
Technology Professional	6
African Americans/Black	5
Student loan debt	5
Expats	4
FIRE (Financial Independence Retire Early)	3
Real Estate Professional	3

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