Areas served: Reston, VA and surrounding Fairfax County
Reston hosts a concentrated community of financial advisors serving the Washington metropolitan area, reflecting the region's high concentration of federal employees, technology professionals, and dual-income households. The local advisory landscape includes both independent registered investment advisors and representatives of national firms, with particular expertise in federal benefits optimization, equity compensation planning, and retirement income strategies. This directory provides detailed profiles of financial advisors practicing in Reston, including their credentials, compensation models, areas of specialization, and regulatory history.
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.
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.
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.
Acorn Financial Services is a fee-only financial planning and investment management firm serving families and individuals in the Reston area. The practice specializes in comprehensive financial planning, retirement strategy, and personalized investment management through partnerships with leading custodians including Schwab, Pershing, and Buckingham Strategic Partners. Led by CFP-certified advisors, Acorn takes a holistic approach to wealth management designed for modern 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.
Alexander Financial Planning is a collaborative financial advisory firm in Reston serving families and individuals seeking comprehensive financial guidance. Led by Adrian Vaughn, they offer financial planning, investment management, and advisory services tailored to each client's risk tolerance and life stage. Their approach emphasizes education and empowerment through a proven process, with access to a strategic network of trusted professionals including tax advisors, estate planners, and college funding specialists.
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.
Birks Financial Corp. is an independent retirement and investment advisor serving the Northern Virginia area from their Herndon office. They specialize in personalized financial planning for retirement, investment management, and wealth building strategies. The team works directly with clients to develop comprehensive financial plans tailored to individual goals and circumstances.
Andrew Bonk is a CFP® and CIMA® certified financial advisor at Edward Jones in Reston, specializing in comprehensive wealth management for individuals and business owners. He offers portfolio reviews, retirement savings strategies, wealth planning, and guidance on major financial events. With professional certifications and a focus on personalized financial strategies, Andrew Bonk helps clients build and protect their wealth through tailored investment and planning solutions.
Your Wealth BFF is a financial coaching firm founded by Kim Chevez, a former CFO and serial entrepreneur, specializing in helping business owners, real estate agents, and entrepreneurs master their finances and build sustainable wealth. Kim brings real-world experience from scaling multiple businesses and crushing over $70K in personal debt, offering personalized coaching that combines business financial strategy (entity optimization, cash flow management, tax savings) with personal wealth building. The firm serves entrepreneurs, real estate teams, and investors with monthly coaching, strategic 6-session packages, and focused business finance sessions designed to eliminate financial stress and create profitable, scalable business operations.
Jarver Financial is a financial advisory firm serving Virginia Beach and the surrounding region with comprehensive wealth planning services. Their experienced team takes a personalized approach to help clients achieve fiscal health through detailed financial strategies focused on asset protection, wealth accumulation, and retirement income planning. They offer complimentary initial consultations and free educational workshops on topics like taxes and social security.
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.
Clark & Associates, Inc. Financial Solutions is a Reston-based financial advisory firm specializing in retirement planning and investment management for individuals and small-business owners. Led by a team of experienced financial consultants, they use their proprietary Brighter Financial Blueprint™ methodology to develop personalized retirement strategies tailored to each client's unique goals. The firm offers comprehensive services including retirement planning, cash balance plans for business owners, annuity analysis, tax optimization strategies, and portfolio risk assessment.
Joyce Wealth Advisory is an independent financial advisory firm in Reston, Virginia, specializing in comprehensive wealth management and financial planning for individuals and families. The team works with clients to develop personalized investment strategies, retirement planning, and long-term financial goals aligned with their unique circumstances.
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.
GuidePoint Financial Planning is an independent financial advisory firm in Reston specializing in comprehensive financial planning and investment management for individuals and families. They focus on personalized strategies tailored to each client's unique goals, offering guidance on retirement planning, investment management, and overall wealth management to help clients achieve long-term financial success.
Origin Wealth Management is an independent financial advisory firm based in Reston, Virginia, specializing in comprehensive wealth planning and investment management for individuals and families. The firm takes a personalized approach to help clients build and preserve wealth through strategic financial planning, retirement planning, and portfolio management tailored to each client's unique goals and circumstances.
Vocare Wealth Advisors is an independent financial advisory firm based in Reston specializing in comprehensive wealth management and financial planning. They work with individuals and families to develop customized investment strategies, retirement planning, and comprehensive financial guidance tailored to each client's unique goals and circumstances.
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.
MANNA WEALTH MANAGEMENT is the top-ranked financial advisor in Reston with a Lantern Score of 85.05/100 and a 5-star rating from 150 reviews. They specialize in comprehensive financial planning for affluent individuals, families, retirees, business owners with complex tax situations, and those focused on legacy and estate planning.
Several highly-rated firms excel in retirement planning: VLP Financial Advisors (Lantern Score 83.22/100) serves individuals planning for retirement and high-net-worth families, Corbett Road Wealth Management (82.85/100) specializes in federal employee retirement planning, and Covenant Wealth Advisors (79.93/100) focuses on pre-retirees and retirees with income planning and tax-efficient withdrawal strategies.
Yes, several advisors cater specifically to business owners: Centurion Wealth Management (Lantern Score 79.65/100) specializes in entrepreneurs and executives with business succession planning, Your Wealth BFF (78.18/100) focuses on entrepreneurs and small business owners seeking financial systems, and T.M. Wealth Management (80.19/100) provides comprehensive wealth management for business owners throughout Northern Virginia.
Centurion Wealth Management (Lantern Score 79.65/100) specifically serves women transitioning to financial independence as one of their core audiences. They're an independent financial planning firm in McLean specializing in personalized wealth management for executives and high-net-worth individuals.
Reston has multiple top-tier options for high-net-worth clients: MANNA WEALTH MANAGEMENT (Lantern Score 85.05/100), VLP Financial Advisors (83.22/100), and Corbett Road Wealth Management (82.85/100) all serve affluent clients and families. Additionally, Edward Jones - Andrew Bonk (78.61/100) specializes in high-net-worth clients with $250K+ to invest.
No financial advisors in the Reston area are listed as open on weekends. All 21 financial advisory firms in this market maintain standard weekday business hours only.