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 is a small, state-registered independent advisory firm that serves individuals, small businesses, trusts, and estates. It provides personalized financial planning and investment management services — including retirement, education, tax and estate planning, cash flow analysis, insurance review, and ongoing portfolio monitoring — and typically begins with a complimentary exploratory meeting. The firm constructs customized portfolios using strategic asset allocation with a buy-and-hold orientation and global diversification, drawing on fundamental, technical, charting, and cyclical analysis and conducting periodic (generally quarterly) account reviews. All client accounts are managed on a non-discretionary basis, so trades are implemented only after client approval, which the brochure notes limits opportunities for order aggregation. Noteworthy for its peer group, the firm’s advisory personnel also function as registered representatives of a broker-dealer and as licensed insurance agents and may receive commissions for insurance and certain non-advisory product sales; the brochure discloses this potential conflict and states the firm does not charge commissions to fee clients on assets covered by its advisory agreement. The firm also reports that essentially all assets under management are non-discretionary and that it leverages the affiliated broker-dealer platform for custody, trading technology, and operational efficiency.

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.