Best Financial Advisors in Fredericksburg, Virginia

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.

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.

J.W. Financial and R.E.M Tax Services is a Woodbridge-based financial advisory and tax preparation firm serving individuals and small businesses. They provide comprehensive tax services including preparation, planning, and representation, alongside financial advisory to help clients optimize their financial strategies. The combined expertise in both tax and financial planning allows them to offer integrated solutions that address clients' immediate tax needs and long-term wealth building.

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.

Legacy Wealth Management is a Northern Virginia financial advisory firm specializing in retirement planning and wealth management for families. Their advisors provide personalized financial planning through their Legacy Precision Plan™ methodology, offering retirement income strategies, tax-efficient investment management, IRA and 401(k) rollover guidance, asset protection, and legacy planning. The firm emphasizes a relationship-driven approach with dedicated advisors who work closely with clients through discovery, evaluation, and implementation phases to turn long-term financial visions into reality.

Block Advisors at Westwood Office Park is a small business tax and accounting firm offering comprehensive services including tax preparation, payroll processing, bookkeeping, business formation, and audit support. As part of H&R Block, they leverage 70 years of experience with certified tax professionals who back every return with a 100% Accuracy Guarantee. They serve small business owners including contractors, landlords, real estate agents, and property management professionals with flexible filing options (online, in-person, drop-off, or DIY) and claim to offer services at up to 30% less than typical CPAs.

Manna Wealth Management is a full-service fiduciary wealth management firm founded in 1961 and headquartered in Washington, DC, led by founder and CEO David Kassir (AAMS, CMFC). They provide comprehensive wealth management services including investment management, financial planning, retirement planning, estate planning, tax planning, cryptocurrency advising, portfolio management, risk management, and asset protection planning tailored to high-net-worth individuals and families. Manna operates under a fiduciary standard and takes a holistic, personalized approach to help clients achieve long-term financial goals.

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.

T.M. Wealth Management is a fee-only financial advisory firm in Reston serving clients throughout Northern Virginia. Led by experienced advisors, they provide comprehensive wealth management including retirement planning, investment management, tax-efficient strategies, and estate planning. Their fiduciary commitment ensures they act in clients' best interests without commission conflicts.

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.

Melanie S Ochs is a Financial Advisor with Edward Jones in Fredericksburg, VA, holding CEPA® and AAMS® designations. She provides personalized financial planning and investment management services tailored to individual client needs. With Edward Jones, clients benefit from a local advisor approach combined with the resources of a national firm.

Dave Ross is a financial advisor with Edward Jones in Fredericksburg, VA, offering comprehensive financial planning and investment management services. He works with individuals and families to build personalized financial strategies covering retirement planning, investment portfolios, and wealth management. As part of the Edward Jones network, Dave combines local service with institutional resources to help clients work toward their long-term financial 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.

Packard Wealth Strategies is an independent financial advisory firm serving Alexandria and the Northern Virginia region. They provide comprehensive wealth management services including retirement planning, investment management, and financial planning tailored to individual client needs. The firm is committed to fiduciary standards and personalized service for clients seeking to build and preserve their wealth.

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.

Edward Jones financial advisor Paul M Lee III, ChFC®|CEPA®, provides comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies for individuals and families in the Fredericksburg area. With credentials as a Chartered Financial Consultant and Certified Exit Planning Advisor, Lee offers personalized guidance to help clients build and protect their financial futures. Edward Jones combines local service with the resources of a national firm to deliver tailored financial solutions.

Ben Maxwell is a ChFC® and AAMS® credential financial advisor with Edward Jones in Fredericksburg, VA. He provides comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies tailored to individual clients. As part of the Edward Jones network, Maxwell offers personalized financial guidance grounded in a relationship-based approach to help clients achieve their long-term financial goals.

Cary Street Partners is a wealth management firm serving the Fredericksburg area with comprehensive financial advisory services including investment management, retirement planning, and personalized wealth strategies. The firm focuses on helping clients build and preserve wealth through a disciplined, client-centered approach. They work with individuals and families to develop customized financial plans aligned with their long-term goals.

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.

Fidelity Investments is a comprehensive financial services firm offering brokerage, investment management, retirement planning, and wealth management services. Their Reston investor center provides personalized guidance for individual investors, including portfolio management, retirement accounts (IRAs, 401(k)s), and educational resources. As one of the nation's largest investment firms, Fidelity serves self-directed investors as well as those seeking advisor-guided strategies.