Best Financial Advisors in Lexington, Virginia

Martin Wealth Solutions is a fiduciary financial advisory firm specializing in retirement planning for individuals aged 50+. They help clients navigate taxes, investment management, retirement income planning, and healthcare decisions through their signature SmartWealth System™. Based in Roanoke, VA, the team focuses on reducing taxes in retirement, managing investment risk, and creating tax-efficient income strategies tailored to each client's situation.

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.

Weaver Insurance & Financial Advisors has served the Waynesboro and Virginia communities for over 50 years, offering comprehensive insurance and financial planning solutions including auto, home, business, life, and health insurance, along with investment management and retirement planning. The team specializes in Erie Insurance products and provides personalized quotes from multiple carriers, building long-term relationships based on honesty, integrity, and responsive service.

Partners in Financial Planning, LLC is a fee-only financial advisory firm serving clients in Salem, VA and Charleston, SC, as well as nationwide. As CFP-certified fiduciaries, they provide comprehensive financial planning and investment management with no commissions or conflicts of interest. Their approach emphasizes personalized, objective advice focused on long-term goals, retirement planning, and overall financial wellness through dedicated team support and ongoing guidance.

7 Grains Planning & Investments is an independent financial advisory firm in Lynchburg, VA, offering comprehensive wealth management, retirement planning, and investment management services. Founded on fiduciary principles, the firm works with individuals and families to develop personalized financial strategies that align with their long-term goals. They combine strategic planning with disciplined investment management to help clients build and preserve wealth.

HSC Wealth Advisors is an independent, fee-only wealth management firm serving clients with $500,000+ in investable assets across Central Virginia and beyond. Led by CFP professionals with 30+ years in business, they provide comprehensive financial planning including investment management, retirement planning, tax planning, estate planning, education savings, and charitable giving strategies. As a fiduciary firm, HSC prioritizes total transparency and unbiased advice focused entirely on client best interests rather than commissions.

Selective Wealth Management is a fee-only fiduciary firm in Forest, VA offering comprehensive wealth management services including financial planning, investment management, estate planning, tax strategies, insurance advice, and charitable giving. Their in-house team of experienced professionals coordinates all aspects of your financial life to help you unlock your wealth's full potential. As a commission-free advisor, they work backwards from your unique goals to build customized solutions aligned with your interests, not product commissions.

Legacy Wealth Management Group, Inc. is a financial advisory firm serving Lynchburg and the surrounding region. They provide comprehensive wealth management services designed to help clients build and preserve their financial future through personalized planning and investment strategies.

Loper Financial provides comprehensive wealth management and retirement planning services to individuals and families throughout the Lynchburg region and Smith Mountain Lake area. The firm specializes in helping clients build and protect their wealth through personalized investment strategies, retirement income planning, and ongoing portfolio management. They focus on understanding each client's unique financial goals and life circumstances to deliver tailored solutions.

Charles Schwab's Roanoke branch is a full-service investment and brokerage firm offering financial advisory services, investment management, and wealth management solutions. Led by Branch Owner and Sr. Financial Consultant Kevin McFarland (AAMS®), the branch helps clients at all wealth levels manage their investments, whether self-directed or through personalized consultation. Schwab provides comprehensive financial services including account opening, retirement planning, market insights, and ongoing guidance as clients' financial needs evolve.

Lynchburg Wealth Management is a fee-only fiduciary financial advisor founded by CFP® professional John N. Hall. They offer comprehensive investment management, financial planning, financial checkups, and employer-sponsored wellness presentations. Their approach prioritizes understanding each client's unique circumstances and goals, with transparent, conflict-free advice built on the fiduciary standard.

Ford Mays Wealth Management is an independent financial advisory firm in Lynchburg, VA serving individuals, families, and employees of major local employers like BWXT and Framatome. They specialize in comprehensive financial planning, wealth management, retirement income strategies, and risk management—designing personalized plans that clients implement at their own pace. Their approach emphasizes ethical, honest guidance and lifetime relationships, helping clients balance protection against financial risks with opportunities for growth.

Dalton Campbell is a financial advisor based in Fishersville, VA, offering comprehensive financial planning and investment management services. With a focus on personalized guidance, Dalton works with clients to develop strategies aligned with their long-term financial goals. The practice emphasizes accessible, client-centered advice for individuals seeking to build and protect their wealth.

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.

Financial Management Inc. is a financial advisory firm based in Waynesboro, VA, serving individuals and families with comprehensive financial planning and wealth management services. The firm helps clients build and protect their financial futures through personalized strategies tailored to their unique goals and circumstances.

Merrill Lynch Wealth Management in Roanoke provides comprehensive financial advisory services including investment management, retirement planning, and wealth strategy for individuals and families. As part of Bank of America's wealth management division, they leverage institutional resources and research to help clients build and preserve wealth. Their team offers personalized financial planning tailored to each client's goals and circumstances.

Valley Wealth Group is an independent financial advisory firm in Roanoke serving individuals, families, businesses, and high-net-worth clients. They specialize in retirement planning, investment management, estate planning, 401(k) rollovers, business succession planning, and charitable giving strategies. Their personalized approach guides clients through complex financial decisions at every life stage.

DePaul Wealth Management is an independent financial advisory firm in Lynchburg, VA, offering comprehensive wealth management services including retirement planning, investment management, and estate conservation strategies. Led by experienced advisors, they focus on personalized financial planning to help clients achieve their long-term goals while maintaining regular communication and thorough reporting.

Resolute Private Wealth is a financial advisory firm based in Forest, VA, affiliated with Raymond James. They provide comprehensive wealth management services designed to help clients build and preserve their financial futures through personalized investment strategies and financial planning.

Wells Fargo Advisors in Lexington, Virginia offers comprehensive financial advisory services through FINRA-registered advisors like Michael Meads. As a registered broker-dealer and non-bank affiliate of Wells Fargo & Company, they provide investment and insurance products tailored to help clients build and manage their wealth. The branch serves the Lexington area with personalized financial guidance and access to Wells Fargo's full suite of financial solutions.

Vision Financial Group is a financial advisory firm serving clients across Virginia and multiple states, offering investment management and financial planning services. Operating through Cambridge Investment Research, they provide personalized guidance grounded in principles of financial discipline and long-term wealth building. The team helps clients develop strategies aligned with their goals and life circumstances.

Mike Moles is a CFP-certified financial advisor with Ameriprise Financial Services in Waynesboro, VA, specializing in comprehensive wealth management, retirement planning, investment management, and estate planning. He holds multiple professional designations including AAMS, AIF, AWMA, and credentials in estate planning, annuities, and specialized planning for retirees and business owners. His extensive certifications reflect deep expertise in asset allocation, tax planning, and fiduciary responsibilities.

Matthew S Burkey is a Financial Advisor with Edward Jones in Lynchburg, VA, specializing in estate planning, retirement strategies, and business succession planning. As a Certified Exit Planning Advisor® (CEPA®) and Accredited Asset Management Specialist™ (AAMS®), he works with entrepreneurs, business owners, and individuals to develop comprehensive wealth and retirement income strategies. His focus areas include charitable giving, business retirement plans, and legacy planning.

Larson Wealth Management provides comprehensive personal financial planning and wealth management services to help clients in Virginia achieve confident retirements. Founded on the principle that financial planning should be clear and understandable, they specialize in retirement planning, tax strategy coordination with CPAs, and investment management. Their approach focuses on identifying opportunities and challenges specific to each client's situation, with transparent fee structures and personalized guidance throughout the planning process.

Doug Harrison is a CFP® and AAMS® certified financial advisor at Edward Jones in Roanoke, VA, specializing in retirement planning, estate and legacy strategies, wealth management, and intergenerational planning. He works with clients to develop comprehensive financial strategies tailored to their goals, whether they're saving for retirement, planning major life events, or managing existing investments.

Dan Vance is a Financial Advisor with Edward Jones in Lexington, VA, serving clients with comprehensive financial planning services including retirement income strategies, estate and legacy planning, portfolio reviews, charitable giving strategies, and special needs financial considerations. With a local presence on West Washington Street, Dan works with clients to develop personalized financial strategies and offers flexible consultation options including phone, web conferencing, and in-person meetings.

Christy Harris is a CFP® and CRPC™ certified financial advisor at Edward Jones in Lexington, VA, specializing in retirement savings strategies, estate planning, business retirement plans, and guidance for government employees and those navigating divorce or inheritance. She works with clients to develop comprehensive financial strategies tailored to their needs, offering services ranging from introductory consultations to ongoing portfolio management and major life event planning.

Matt Woodford is a CFP® certified financial advisor at Edward Jones in Lexington, VA, specializing in retirement income strategies, wealth management, and financial planning for military professionals, veterans, entrepreneurs, and business owners. He offers comprehensive services including portfolio reviews, investment management, and guidance for major financial events, helping clients from new investors to those with substantial assets build and execute personalized financial strategies.

Baird Private Wealth Management is a full-service wealth management firm offering comprehensive financial planning, investment management, and retirement strategy services to high-net-worth individuals and families in the Lynchburg area. The team provides personalized guidance on portfolio construction, tax-efficient investing, and long-term wealth preservation tailored to each client's unique goals and circumstances.

Jeff Furman is a CFP® certified financial advisor at Edward Jones in Fishersville, VA, specializing in wealth strategies, estate and legacy planning, college savings, divorce finances, and financial planning for entrepreneurs and business owners. He provides comprehensive financial guidance through introductory consultations and ongoing strategy reviews for clients at various investment levels.

Campbell Financial Services is an independent financial advisory firm serving the Fishersville area and surrounding communities. They provide comprehensive financial planning and advisory services to help clients navigate their financial goals and investment decisions. The firm works with individuals seeking personalized guidance for their financial futures.