Best Financial Advisors in Charlottesville, Virginia

Lohr & Company is a Charlottesville-based financial advisory firm founded in 1993, specializing in retirement planning, wealth management, estate planning, tax planning, and investment management for individuals and families across Central Virginia. Led by Greg Lohr with his son Ethan and team member Stephanie, they focus on transforming savings into reliable retirement income through personalized planning that prioritizes client understanding and long-term partnership. With over 30 years of combined experience and offices in both Charlottesville and Madison, they distinguish themselves through personalized service, transparent advice without pressure, and multi-generational client relationships.

Morris & Wells is an independent, fee-only wealth management firm in Charlottesville specializing in comprehensive financial planning and investment management. Founded on fiduciary principles, they work with individuals and families to set goals, construct customized portfolios, optimize cash flows, and coordinate with tax and estate planning professionals. Their services include retirement planning, 401(k) plan design and management, 529 educational savings plans, and multi-generational wealth strategies.

Iron Eagle Advisors is a fee-based financial planning firm in Charlottesville, VA that provides comprehensive financial guidance including retirement planning, investment advisory services, and insurance solutions (life, disability, long-term care, and Medicare planning). Led by a dedicated team that prioritizes understanding each client's unique situation, they offer personalized financial planning centered on your goals rather than product sales, with transparent fee structures and a free initial consultation to get started.

Donald Giannangeli is a CFP® and AAMS® certified financial advisor at Edward Jones in Charlottesville, VA, specializing in wealth strategies, retirement income planning, estate and legacy strategies, and business retirement plans. He serves clients with $500,000 or more and is currently accepting new clients. With dual certifications and a focus on comprehensive financial planning, Giannangeli helps clients build personalized strategies through portfolio reviews and guidance on major financial events.

TIAA Financial Services in Charlottesville offers comprehensive wealth management and retirement planning services through a team of experienced financial advisors including Budd Riddle, Greg Switzer, Mark Sherman, and Todd Saunders. They provide investment advice, investment management with a retirement-first approach, lifetime income planning, trust and estate services, IRAs, HSAs, 529 education savings plans, brokerage accounts, and banking services tailored to individual financial goals and life circumstances. TIAA specializes in helping clients build, grow, and protect their wealth while turning savings into reliable lifetime income.

Cypress Financial Planning is a fee-only, fiduciary financial advisory firm offering comprehensive 360° financial planning and investment management. Their team of CFP professionals works with clients across life stages—from young professionals to retirees—to build personalized financial plans that adapt as circumstances change. They provide ongoing investment advice, plan updates, and guidance to keep clients aligned with their long-term goals without earning commissions on products.

OakHeart Financial Group, an Ameriprise Financial Services practice, has served the Charlottesville area for 34 years with comprehensive financial advisory services including retirement planning, investment management, and tax strategy. The team helps clients navigate life transitions and build confidence in their financial decisions through personalized guidance on retirement readiness, portfolio management, and healthcare planning in retirement. Named to Forbes' Best-in-State Wealth Management Teams for 2026, they combine deep local relationships with access to Ameriprise's institutional resources.

Wilkinson Wealth Management, LLC is an independent financial advisory firm in Charlottesville serving clients with comprehensive wealth management, retirement planning, and investment management services. The firm works with individuals and families to develop customized financial strategies aligned with their long-term goals. They focus on building lasting client relationships through personalized service and transparent communication.

Acadia Wealth Advisors is an independent financial advisory firm serving Charlottesville and surrounding areas, offering comprehensive wealth management, investment advisory, and financial planning services. The firm works with clients to develop personalized financial strategies aligned with their long-term goals, whether for retirement, education savings, or wealth preservation.

Miller Financial Group is an independent financial advisory firm based in Charlottesville, Virginia, serving clients throughout the region with personalized wealth management and financial planning services. The firm helps individuals and families develop comprehensive financial strategies tailored to their unique goals and circumstances. They offer a range of services including investment management, retirement planning, and ongoing financial guidance to help clients build and preserve wealth.

Platt Financial is an independent financial advisory firm in Charlottesville serving individuals, families, and small businesses. Led by experienced advisors including a CFP® professional, they provide comprehensive financial planning services covering investment management, retirement planning, estate planning, tax strategy, and life insurance. Their independent approach focuses on understanding each client's unique needs to help them pursue financial freedom and successful retirement.

Arcuri Associates Wealth Management, LLC is an independent financial advisory firm serving Charlottesville and the surrounding region. The firm provides comprehensive wealth management services including investment management, financial planning, and retirement strategy to help clients build and preserve their wealth. With a focus on personalized service and long-term relationships, Arcuri Associates works closely with clients to develop customized financial strategies aligned with their life goals.

Taylor Associates is a financial advisory firm serving the Charlottesville area, offering comprehensive financial planning and investment management services. The firm works with clients to develop personalized strategies aligned with their long-term financial goals. They provide guidance across investment portfolios, retirement planning, and wealth management to help clients build and preserve their wealth.

The Legacy Foundation is an independent fiduciary financial advisory firm serving Charlottesville, VA, specializing in comprehensive financial planning, investment management, and ESG investing. Founded on a mission to deliver customized strategies aligned with clients' unique life goals, they offer ongoing portfolio management with tailored investment approaches combining individual equities, ETFs, and alternative investments. They have particular expertise serving academic professionals and university faculty navigating specialized retirement plans like 403(b)s and 457(b)s.

Steven J Engel is a CFP-certified Private Wealth Advisor with Ameriprise Financial Services in Charlottesville, VA, specializing in comprehensive financial planning for individuals and families. With extensive credentials including certifications in wealth management, estate planning, investment management, and retirement planning, he provides personalized guidance on asset allocation, investment strategies, tax planning, and estate matters. His approach combines deep technical expertise with behavioral financial counseling to help clients make sound financial decisions aligned with their long-term goals.

Woods and Waters Financial Group is an independent financial advisory firm serving Charlottesville and the surrounding area. They provide comprehensive financial planning and investment management services designed to help clients build and protect wealth through personalized strategies.

The Jefferson Group of Truist Investment Services provides comprehensive wealth management for high-net-worth families, business owners, foundations, and trusts across Virginia. With over 130 years of combined experience, the team offers financial planning, investment management, and intergenerational wealth succession strategies using a holistic approach. They specialize in portfolio management, cash-flow forecasting, tax planning, executive compensation, and access to alternative investments and private equity.

Wells Fargo Advisors in Charlottesville offers comprehensive financial advisory services including investment management, retirement planning, and insurance products through a team of experienced financial advisors. The office is home to The Higgins Private Wealth Management Group, providing personalized wealth management solutions to clients in the Charlottesville area. As a registered broker-dealer and affiliate of Wells Fargo & Company, they combine the resources of a major financial institution with local expertise.

James S Clark is a financial advisor with Edward Jones in Charlottesville, VA, holding the AAMS® (Accredited Asset Management Specialist) credential. He serves clients with $500,000 or more in investable assets and specializes in wealth strategies, retirement planning, business owner finances, and LGBTQ+ financial planning. Clark works with entrepreneurs, pre-retirees, and those navigating major financial life events, offering personalized guidance through introductory consultations and comprehensive financial strategy development.

Piedmont Wealth Management provides comprehensive financial planning and investment management services to help clients achieve their long-term goals. They specialize in retirement wealth management and work with clients to create personalized financial plans aligned with their risk tolerance and objectives. The firm takes a collaborative approach, clearly explaining their fee structure upfront and guiding clients through both the planning and implementation phases.

Lifetime Financial Planning is an independent financial advisory firm located in downtown Leesburg, VA, offering comprehensive financial planning and investment management services to individuals and families. The firm focuses on personalized wealth management strategies tailored to each client's unique goals and circumstances. They specialize in helping clients build and preserve wealth through strategic planning and disciplined investment approaches.

W3 Financial Group is an independent financial advisory firm serving the Ashburn area, offering comprehensive financial planning and investment management services. The team works with clients to develop personalized strategies for wealth building, retirement planning, and long-term financial goals. They provide fee-based advisory services designed to align their interests with their clients' success.

Concord Wealth Partners is an independent financial advisory firm in Charlottesville serving individuals and families with comprehensive wealth management, retirement planning, and investment management. They work closely with clients to develop personalized financial strategies tailored to their goals and circumstances.

Northwestern Mutual in Charlottesville is a financial services office offering insurance and investment planning solutions. As a representative office of the national Northwestern Mutual company, they help clients with life insurance, disability insurance, retirement planning, and wealth management strategies tailored to individual financial goals.

Wells Fargo Advisors provides comprehensive financial advisory services including investment management, retirement planning, and wealth management solutions. As part of Wells Fargo's established financial services network, they serve clients seeking professional guidance on their financial goals and investment strategies.

Chris Abbott is a CFP® and AAMS® certified financial advisor with Edward Jones in Charlottesville, VA, specializing in retirement income strategies, estate planning, and wealth management for military professionals, veterans, and families. He provides comprehensive financial planning including retirement savings strategies, intergenerational planning, and guidance through major financial transitions, with a focus on personalized service and long-term wealth building.

Merrill Lynch Wealth Management in Charlottesville offers comprehensive financial planning and wealth management services to individuals, families, business owners, executives, and institutions. The office features multiple experienced advisors who provide retirement income planning, investment management, guidance on concentrated stock positions, and access to Bank of America's estate planning services while coordinating with outside professionals like accountants and tax attorneys. With decades of combined experience, their team leverages Merrill Lynch's extensive resources to help clients navigate both stable and volatile markets.

Selective Wealth Management is an independent financial advisory firm serving Charlottesville and the surrounding region. They provide personalized wealth management and financial planning services to help clients build and preserve their financial assets. The firm focuses on tailored strategies designed to meet individual client goals and circumstances.

Blue Ridge Associates is an ESOP and retirement plan administration firm serving business owners in Charlottesville and across Virginia. They specialize in designing, implementing, and administering Employee Stock Ownership Plans (ESOPs), 401(k) plans, and combined ESOP/401(k) programs that help companies provide wealth-building benefits to employees. Their services include plan design, compliance management, document preparation, regulatory reporting, nondiscrimination testing, ESOP valuation studies, and participant communication — all supported by dedicated account administrators and online management tools.

ArkWise Wealth is an Ameriprise Financial advisory team in Charlottesville led by Kimberlee Barrett-Johnson, a Forbes Best-in-State Women Wealth Advisor. They provide personalized financial advice covering investment management, retirement planning, and goal-based wealth strategies tailored to each client's life stage and needs. The team emphasizes meaningful client relationships, regular goal reviews, and secure digital access to accounts, with a commitment to helping clients feel financially confident through comprehensive planning.