Financial Advisors
· Roanoke, VA
Published in partnership with Ayers Financial Services
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Ayers Financial Services is an independent financial advisory firm based in Roanoke, Virginia, specializing in retirement planning and wealth management. Founded over 25 years ago by President and CEO Patrick Ayers, the firm focuses on developing customized retirement income strategies and comprehensive financial plans tailored to each client's goals and values. As a fiduciary-based practice not driven by corporate quotas, Ayers Financial Services prioritizes client interests through personalized portfolio management, tax planning guidance, and investment advisory services.
Best for: Pre-retirees and retirees seeking comprehensive retirement income planning, individuals concerned about tax efficiency in retirement, clients wanting personalized wealth management from an independent advisor
Service area: Roanoke, Virginia and surrounding areas
Independent Fiduciary Practice: As an independent firm with over 25 years of experience, Ayers Financial Services operates as a fiduciary and is not driven by corporate sales quotas or branded investment requirements, ensuring recommendations are solely in clients' best interests.
Comprehensive Financial Review Process: The firm uses a structured three-step approach (Discover, Evaluate, Plan) that includes a comprehensive financial review to assess your complete financial situation and develop a customized retirement roadmap.
Market-Tested Expertise: With three decades of experience navigating market cycles, Ayers Financial Services provides consistent, personalized planning informed by extensive knowledge of economic ups and downs.
Book online: Book Online Now →
Phone: (540) 563-9144
Address: 5185 Peters Creek Rd, Roanoke, VA 24019 (Get directions)
Website: ayersfinancial.com