Top financial advisors in Virginia Beach, 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 be considering a financial advisor in Virginia Beach 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 overall financial plan.
- Local housing market knowledge. Confirm how they incorporate Virginia Beach's unique real estate trends into your strategy.
- Income source understanding. Ask how they tailor advice for clients with federal employment or related income streams.
- Long-term planning focus. Ensure they consider how housing costs and income stability impact your retirement and investment goals.
- Experience with diverse clients. Look for advisors who have worked with a range of financial situations common in the Virginia Beach area.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Olga A
Series 66
Virginia Beach, VA
Merrill
Olga Alexander's experience with tax-loss harvesting and active portfolio management at Merrill equips her to address Virginia Beach's complex financial landscape, including its unique housing market and federal workforce income. Her role as a managing member of a rental property company adds practical real estate insight, while Merrill's large-firm resources and a 1.10% AUM fee for managed strategies provide robust support compared to smaller firms.
Experience: 4 years
Avg account: $860,085
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Kecia D
ChFC®, Series 63, Series 65
Virginia Beach, VA
First Command Advisory Services
Kecia Dilday's 11 years of experience and ChFC® designation equip her to address Virginia Beach's unique financial landscape, including housing market trends and federal employment income. Working at First Command Advisory Services, a large firm offering comprehensive services like discretionary asset management and insurance, she serves mid-career professionals and retirees with a 1.30% AUM fee, distinguishing her through a structured, advisor-led planning approach.
Experience: 12 years
Avg account: $214,697
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Matthew B
Series 63, Series 66
Virginia Beach, VA
Thrivent Investment Management
Matthew Budde's background in real estate and five years at Thrivent Investment Management equip him to address Virginia Beach's unique housing market and income factors, especially for clients with business ownership considerations. His experience at a large firm offering dedicated planning services complements his local insight, distinguishing him from advisors without real estate expertise or large-firm resources.
Experience: 6 years
Avg account: $162,801
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James A
Series 63, Series 65
Virginia Beach, VA
LPL Financial
James Albert's 25 years of experience and Series 63 and 65 credentials equip him to address Virginia Beach's financial complexities, including wealth management and retirement plans for business owners. His affiliation with LPL Financial, a large firm offering flat-fee planning and diverse investment solutions, distinguishes him by combining seasoned expertise with flexible fee structures and broad client service capabilities.
Experience: 25 years
Avg account: $399,489
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Dawn P
Series 63, Series 65
Virginia Beach, VA
Edward Jones
Dawn Peters brings 27 years of experience and holds Series 63 and 65 credentials, making her well-equipped to address Virginia Beach's complex financial landscape, including housing market nuances and federal employment income. Affiliated with Edward Jones, a large full-service wealth management firm managing over $1 trillion in assets, she offers a range of advisory programs with fees up to 1.35% annually, serving both high-net-worth and non-high-net-worth clients.
Experience: 27 years
Avg account: $246,728
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