Areas served: Alexandria, VA and surrounding Northern Virginia
Alexandria's financial advisory landscape reflects the area's proximity to Washington, D.C., with many advisors specializing in federal employee benefits, TSP optimization, and security clearance considerations. The market includes independent fiduciaries, broker-dealer representatives, and hybrid RIAs serving clients from Old Town's historic district to the Eisenhower Avenue corridor. This directory provides detailed comparisons of local advisors based on compensation models, minimum asset requirements, and areas of expertise.
Manna Wealth Management is a fiduciary wealth management firm serving clients across the East Coast and California. They provide comprehensive financial planning that goes beyond investments—including retirement planning, estate and legacy planning, debt management, college savings, and charitable giving strategies. Their team offers professional portfolio management, independent research across 8,000+ mutual funds and other investment vehicles, and personalized financial advice tailored to each client's complete financial picture and life goals.
Joel Bailey is a mortgage loan officer with Guild Mortgage, a national mortgage lender. He specializes in helping borrowers in the Washington, DC area secure financing for home purchases and refinancing needs. Guild Mortgage offers a range of loan products including conventional, FHA, VA, and jumbo loans, with personalized guidance through the application and approval process.
VLP Financial Advisors is an independent financial advisory firm serving clients in the Vienna area and beyond. They provide comprehensive financial planning and investment management services, helping clients build and preserve wealth through personalized strategies. The firm is known for taking a client-focused approach to retirement planning, investment portfolio management, and broader financial goal planning.
Corbett Road Wealth Management is a McLean-based financial advisory firm founded in 2002, specializing in comprehensive financial planning, tactical investing, and behavioral finance. They distinguish themselves through their proprietary "smart life" financial planning process that examines clients' behaviors and values, combined with their "crfusion" investment solution that blends multiple strategies (tactical, active, passive) to adapt to changing market conditions. The firm focuses on helping clients align their wealth management with their personal goals and life circumstances.
Remedy Tax Services is a full-service tax and financial advisory firm led by Founder & CEO Mahfuz Mummed, an Enrolled Agent with over 20 years of experience. Based in Alexandria, VA, the firm provides comprehensive tax preparation, tax planning, bookkeeping, business setup, expatriate tax services, insurance, and real estate/mortgage consultation. The team of experienced accountants specializes in helping individuals, self-employed professionals, small businesses, and investors legally minimize their tax liabilities through proactive year-round planning rather than just end-of-year compliance.
Good Life Financial Advisors of NOVA is a Certified Financial Planner firm specializing in comprehensive financial planning and investment management for active and retired government employees, federal contractors, and military members in the Northern Virginia area. Led by Josh Strange, the firm provides personalized retirement planning, estate planning guidance, investment strategy, and income replacement analysis tailored to federal pension systems, TSP accounts, and Social Security optimization. They differentiate themselves through a relationship-focused approach that simplifies complex financial strategies and serves as a trusted advisor during major life transitions.
Adroit CPAs & Advisors is a full-service accounting firm in Alexandria specializing in tax planning, business accounting, and financial advisory services for individuals and businesses. The firm combines CPA expertise with strategic consulting to help clients optimize their tax positions, manage cash flow, and plan for long-term financial growth. They serve the Northern Virginia area with personalized, hands-on service from experienced CPAs.
Monument Wealth Management is a fee-only fiduciary wealth advisory firm serving high-net-worth individuals and successful professionals in DC, MD, and VA. They offer bespoke investment management, decision-centered wealth planning, and comprehensive financial strategy that coordinates investments, equity compensation, estate planning, taxes, and business succession. Monument positions itself as a "second brain" thinking partner that clarifies complex financial decisions and prioritizes options without sales pressure or hidden incentives.
Focus Partners Wealth is a registered investment advisor in Fairfax specializing in comprehensive wealth management, financial planning, and investment services for individuals and families. Led by a local father-son team (Jim David, CPA, PFS and C.J. David, CFP) backed by a nationwide network, they offer personalized planning around your values and goals, plus specialized services including retirement planning for businesses, tax planning, CFO services, family office solutions, and lifestyle concierge services. Their team of CFP-certified advisors takes a strategic, values-based approach to help clients achieve financial stability and create possibilities for their families.
Centurion Wealth Management is an independent financial planning firm in McLean, VA specializing in wealth management for entrepreneurs, executives, and women transitioning to financial independence. Founded by Sterling Neblett (CFP, CEPA) and Wendy Ann Payne (CEP, CDFA), the firm provides comprehensive services including investment management, tax planning, estate planning, cash flow analysis, and business transition planning. As an independent firm with no affiliation to investment companies or product providers, Centurion emphasizes fiduciary principles, transparency, and personalized strategies aligned with clients' long-term goals.
Monumental Financial Planning is an Ameriprise Financial advisor team in Washington, DC specializing in comprehensive financial planning, personalized investment strategies, and wealth management. They provide holistic financial advice covering investments, retirement planning, and life-stage financial goals, with a focus on building long-term client relationships through regular communication and tailored strategies. Recognized as a Forbes Best-in-State Wealth Management Team, they offer complimentary initial consultations and secure digital access to account management.
Mink Wealth Management is a comprehensive wealth management firm in McLean serving clients across the Mid-Atlantic with over a century of collective industry experience. Their services span financial planning, investment management, retirement planning, tax planning, estate planning, college planning, divorce planning, and elder planning, delivered through an integrated team of financial planners, CPAs, estate planning attorneys, and certified divorce financial analysts. They emphasize transparency, fiduciary responsibility, and customized strategies designed around each client's life stage and goals.
Sovereign Wealth Management is an independent financial advisory firm serving clients throughout the DC, Maryland, and Virginia region from their Vienna office. They provide comprehensive financial planning, investment management, and wealth advisory services tailored to help clients build and preserve wealth. Their independent status allows them to offer objective guidance without conflicts of interest inherent to commission-based models.
Brandt & Associates Tax and Financial Services is a full-service accounting firm in Alexandria, VA offering tax preparation, financial planning, and consulting services. The firm specializes in helping clients minimize tax liability and secure sound financial futures through professional, responsive service backed by a secure client portal with 14 layers of security.
Joel A Patierno is a CFP®-certified Financial Advisor with Edward Jones in Alexandria, VA, specializing in retirement planning, estate & legacy strategies, retirement income strategies, and portfolio reviews. With credentials including ChFC®, AAMS®, and CRPS™ designations, Joel provides comprehensive financial guidance tailored to help clients build and protect their wealth through personalized strategies.
Mountain View Wealth Management LLC is an independent financial advisory firm serving clients in the Arlington area with comprehensive wealth management services. They specialize in investment management, retirement planning, and personalized financial strategies tailored to individual client goals and circumstances. The firm focuses on building long-term relationships and providing guidance across all aspects of financial planning.
Thrive Wealth Advisors is an independent financial advisory firm serving the Alexandria area with comprehensive wealth management and financial planning services. The firm specializes in retirement planning, investment management, and personalized financial strategy for individuals and families seeking to build and preserve wealth.
M & E Tax and Financial Services is an accounting and financial consulting firm serving the Alexandria area. They provide comprehensive tax preparation, financial planning, and business consulting services to individuals and businesses. Their expertise spans personal tax strategy, business accounting, and financial advisory services.
District Financial Advisors is an independent financial planning firm in McLean, VA specializing in comprehensive wealth management and investment strategies for federal employees, professionals, and high-achieving families. They offer personalized financial planning, federal benefits coordination (FERS, CSRS, TSP), retirement income planning, and investment management with a fiduciary standard of care. Their expertise in federal employee benefits and complex retirement transitions makes them particularly valuable for government workers navigating career changes, early retirement options, and pension optimization.
Ghion Financial is an independent accounting and financial services firm in Falls Church serving the Northern Virginia community. They offer comprehensive tax preparation, accounting services, and financial consulting for both individuals and businesses. With expertise spanning personal and business tax planning, they help clients optimize their financial strategies and ensure compliance.
Brighton Jones is a Washington DC-area wealth management firm serving high-net-worth individuals and families across the mid-Atlantic region. Their team of CFP-certified advisors creates personalized financial plans focused on the client's complete financial picture, including investment management, retirement planning, and wealth strategy. Based in McLean, VA with deep community ties, they emphasize genuine client relationships and peace of mind through comprehensive financial guidance.
Clarendon Wealth Management is an independent financial advisory firm based in Arlington, Virginia, serving clients throughout the Washington, D.C. metropolitan area. They provide comprehensive wealth management, investment management, and financial planning services tailored to individuals and families seeking to grow and protect their assets. The firm focuses on personalized strategies and hands-on client relationships to help achieve long-term financial goals.
Omega Wealth Management is a financial advisory firm located in Arlington, Virginia, specializing in comprehensive wealth management and financial planning services. They work with clients to develop personalized investment strategies and financial plans tailored to individual goals and circumstances.
Wells Fargo Advisors is a registered broker-dealer offering investment advisory and financial planning services through a team of financial advisors at their McLean office. As a non-bank affiliate of Wells Fargo & Company, they provide investment and insurance products to help clients with wealth management and financial planning needs.
MANNA WEALTH MANAGEMENT is the top-ranked financial advisor in the Alexandria area with a Lantern Score of 85.05/100 and a 5-star rating based on 150 reviews. They specialize in comprehensive financial planning for affluent individuals, retirees, business owners with complex tax situations, and families focused on legacy and estate planning.
Good Life Financial Advisors of NOVA is specifically tailored for federal employees, with a Lantern Score of 82.35/100 and 5-star rating. They specialize in comprehensive financial planning and investment management for active and retired government employees, federal contractors, and individuals transitioning from government careers.
Two top-ranked options are Remedy Tax Services Corporation (Lantern Score: 82.54/100, 4.9★) and Adroit CPAs & Advisors (Lantern Score: 81.54/100, 4.9★). Remedy Tax Services, led by an Enrolled Agent with over 20 years of experience, specializes in tax planning for self-employed professionals and small business owners, while Adroit CPAs & Advisors offers tax planning, business accounting, and financial advisory services for growing companies.
Joel Bailey with Guild Mortgage is the top mortgage specialist in the area, ranked #2 with a Lantern Score of 84.24/100 and 5-star rating from 74 reviews. He specializes in helping first-time homebuyers, VA loan borrowers, homeowners seeking refinancing, and jumbo loan applicants throughout the Washington, DC area.
Monument Wealth Management (Lantern Score: 80.44/100, 4.9★) is a fee-only fiduciary firm specializing in high-net-worth individuals and successful professionals. They're particularly suited for successful business owners, executives with equity compensation, and professionals seeking fee-only fiduciary advice for major financial decisions.
Centurion Wealth Management (Lantern Score: 79.65/100, 5★) in McLean specializes in wealth management for entrepreneurs and business owners, with particular expertise in business succession planning. They also serve executives and women transitioning to financial independence, making them ideal for business owners planning their retirement exit strategy.