Areas served: McLean, VA and surrounding Fairfax County
McLean's financial advisory landscape reflects the area's high concentration of affluent households and federal executives, with advisors specializing in federal benefits optimization, estate planning for high-net-worth individuals, and executive compensation strategies. The local market includes both independent registered investment advisors (RIAs) operating under fiduciary standards and broker-dealer representatives with varying fee structures. This directory catalogs McLean-area financial advisors with detailed information on their credentials (CFP, CFA, ChFC), compensation models (fee-only, fee-based, commission-based), minimum asset requirements, and areas of specialization including retirement planning, tax strategy, and wealth transfer.
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.
Shirley Luu & Associates is an independent financial services firm in McLean specializing in comprehensive financial planning, investment management, and insurance solutions. Led by Shirley Luu, the firm helps clients with retirement planning, portfolio reviews, life insurance, annuities, and tax-advantaged accounts including 401(k) rollovers and TSP rollovers. They offer personalized financial consultations and product illustrations to help clients build sustainable lifetime income strategies.
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.
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.
McAdam Financial is a wealth management firm led by Phil Simonides, a CFP® with over 37 years of experience, specializing in holistic financial planning and retirement strategies. They offer comprehensive wealth solutions including retirement planning, tax optimization, estate planning, investment management, and safe money strategies designed to help clients protect and grow their assets while minimizing tax liability. The firm serves clients across multiple states with a focus on de-risking retirement portfolios and creating customized financial plans using their proprietary process-driven approach.
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.
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.
Covenant Wealth Advisors is a fee-only, fiduciary financial advisory firm specializing in retirement planning, investment management, and tax strategy for clients in Virginia and nationwide. Led by CERTIFIED FINANCIAL PLANNER professionals with 18+ years of average industry experience, the firm coordinates comprehensive wealth planning to help clients retire stress-free while minimizing taxes and managing portfolios for sustainable income. Their team approach—combining CFP professionals, CPAs, and client service managers—focuses on personalized planning tied to your life goals rather than commission-based products.
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.
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.
Reston Wealth Management is an independent financial advisory firm in Reston, Virginia, specializing in comprehensive wealth management, retirement planning, and investment management for individuals and families. The firm provides personalized financial strategies designed to help clients build and preserve wealth throughout their lifetime, with a focus on long-term goals and fiduciary responsibility.
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.
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.
Glassman Wealth Services is a fee-only, fiduciary wealth management firm serving high-net-worth clients from offices in Tysons Corner, VA and North Bethesda, MD. With over $2.5 billion in assets under management, the firm provides comprehensive financial advisory services including investment portfolio management, retirement planning, and wealth strategy for clients with $2 million or more in investable assets. Positioned as boutique by design, Glassman Wealth combines extensive research and clear reporting to help clients navigate complex finances, major life changes, and multigenerational wealth planning.
Cassaday & Company is an independent wealth management firm in McLean specializing in comprehensive financial planning and investment management for individuals and families. Founded on principles of fiduciary responsibility and impartial advice, the firm is led by Steve Cassaday, ranked #1 Financial Advisor in Virginia by Barron's for 9 years. As a fee-only independent advisor with no proprietary products or ties to banks or insurance companies, they focus on objective guidance and wealth stewardship tailored to each client's unique situation.
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.
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.
Wealth Enhancement Group is a financial advisory firm serving the Falls Church area with comprehensive wealth management services. Their advisors provide investment management, retirement planning, and personalized financial strategies designed to help clients build and preserve wealth. They focus on understanding each client's unique goals and creating tailored plans to achieve long-term financial success.
MANNA WEALTH MANAGEMENT is the top-ranked financial advisor in McLean with a Lantern Score of 85.05/100 and a perfect 5-star rating from 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.
Several top-ranked McLean advisors specialize in federal employee services: Shirley Luu & Associates (Lantern Score 84.65/100) handles TSP rollovers for federal employees, Good Life Financial Advisors of NOVA (82.35/100) specializes in active and retired government employees, and Corbett Road Wealth Management (82.85/100) serves federal employees planning retirement.
McLean has several excellent options for business owners: VLP Financial Advisors (Lantern Score 83.22/100), Shirley Luu & Associates (84.65/100), and Centurion Wealth Management (79.65/100) all specialize in business owner strategies. Monument Wealth Management (80.44/100) focuses on business owners with complex wealth and equity compensation.
Glassman Wealth Services (Lantern Score 77.15/100) is specifically positioned for high-net-worth clients with $2M+ in investable assets, managing over $2.5 billion in assets under management. MANNA WEALTH MANAGEMENT (85.05/100) and Monument Wealth Management (80.44/100) also serve high-net-worth individuals with sophisticated wealth management needs.
McAdam Financial (Lantern Score 80.50/100), led by CFP® Phil Simonides with over 37 years of experience, specializes in tax-efficient financial planning and retirement strategies for pre-retirees. Covenant Wealth Advisors (79.93/100) also excels in tax-efficient withdrawal strategies for those approaching retirement.
Centurion Wealth Management (Lantern Score 79.65/100) specifically specializes in women transitioning to financial independence, along with entrepreneurs and executives. They also serve high-net-worth individuals planning business succession.