A complete list of active advisors currently associated with Financial Advisors of Virginia

Warmer can help you find a great advisor at Financial Advisors of Virginia or one who fits your needs even better.

Financial Advisors of Virginia provides tailored financial planning and investment management to individuals, small businesses, trusts, estates and retirement plans. Services are offered a la carte and commonly include cash‑flow and tax planning, retirement and estate planning, investment selection, and ongoing portfolio monitoring. Portfolios are built using strategic asset allocation with a buy‑and‑hold orientation and employ fundamental, technical, cyclical and charting analyses, along with global diversification to manage risk. All accounts are managed on a non‑discretionary basis with quarterly reviews and client approval required before trades, which the firm notes limits its ability to aggregate orders. Noteworthy for a firm of its size, the firm’s associated persons are also registered representatives of a broker‑dealer (Osaic Wealth Inc.) and are licensed insurance agents, arrangements under which they may receive commissions for non‑advisory insurance or brokered transactions; the brochure discloses these potential conflicts and related policies. The combination of a solo advisory practice that manages all AUM non‑discretionarily while leveraging an affiliated broker‑dealer platform and National Financial Services as custodian is uncommon among independent peers.

To learn more about the advisors currently working at Financial Advisors of Virginia, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.