Browse all Seasoned 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	3,456
Retired	2,255
Tax-loss harvesting	1,806
Executive	1,792
Wealth management	1,715
Retirement plans for business owners (SEP, solo 401k)	1,285
Retirement income strategy	1,269
Active portfolio management	941
College savings (529s, UTMA, etc.)	728
General retirement planning	699
Approaching retirement	651
Private / alternative investments	588
Options & derivatives strategies	570
Annuities	564
ESG / Sustainable investing	526
Income planning	518
Cash flow / budgeting	473
General estate planning guidance	448
Business exit / sale strategy	414
Social Security optimization	410
HENRY (High Earners, Not Rich Yet)	364
Mid-Career Professionals	355
Retirement withdrawal strategies	346
Passive / index investing	302
Charitable giving & philanthropy	290
Self-Employed	265
Concentrated stock management	254
Business succession planning	217
Divorce financial planning	179
Equity compensation tax strategy	160
Real estate investing	153
Multi-generational wealth transfer	143
Established Professionals	95
Attorney	86
Married/Couples/Partners	85
Planning for children with special needs	85
Business ownership considerations	82
General tax planning	79
Financial Professional	78
Divorced	77
Women Professionals	52
Long-term care insurance	51
Parents	44
Tax strategies for small businesses	39
Retired	27
Family Business	24
Debt management	21
Stock option exercise strategy	18
Educators, Teachers, and Academics	17
Values-based investing	17
Life insurance needs analysis	14
Factor investing / smart beta	13
Military & Veterans	13
Consultant	12
Doctor or Medical Professional	11
Elder care planning	11
Equity Recipients (RS/RSU, SOP, ESPP)	11
Business Financial Management	9
Business sale tax planning	9
Liquidity event planning	8
Charitable giving tax strategies	7
Intergenerational Families	7
Religious/faith focused	7
Roth conversion strategy	7
Government Employee	6
Disability insurance	5
Medicare planning	5
Professional Athlete	5
Trust structures (GRAT, IDGT, revocable)	5
Young Professionals	4
Airline Pilot	3

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