Best Financial Advisors in Richmond, Virginia

Walton Wealth Management Inc. is a financial advisory firm in Mechanicsville serving clients with comprehensive investment management, retirement planning, and personal financial planning. The firm also operates Walton Wealth Tax, Inc., providing tax preparation and amendment services for both personal and business returns, giving clients integrated financial and tax guidance under one roof.

Covenant Wealth Advisors is a fee-only, fiduciary financial advisory firm specializing in retirement planning, investment management, and tax strategy for clients in Richmond, Williamsburg, Reston, and beyond. Led by CERTIFIED FINANCIAL PLANNER professionals with an average of 18+ years of industry experience, they integrate personalized wealth planning with tax optimization and income strategy to help clients retire with confidence. Their fee-only model eliminates commissions and conflicts of interest, and their 98% client retention rate reflects their commitment to putting clients' interests first.

Financial Freedom Planners is a fee-only financial advisory firm serving the Richmond area, offering objective investment management and comprehensive financial planning without commissions. They specialize in helping clients assess retirement readiness, develop personalized strategies to reach financial goals, and achieve long-term financial freedom through transparent, low-cost advice.

Tom Love is a fee-only, fiduciary financial advisor and CFP® with The Main Street Group, serving clients in Glen Allen and Fairfax, Virginia. He provides comprehensive financial planning using eMoney software to aggregate and analyze all accounts, including employer retirement plans, and custodies assets through Charles Schwab. Tom specializes in working with Dave Ramsey's Financial Peace University community as a SmartVestor Pro, combining objective investment advice with holistic financial planning to help clients regain control of their financial future.

Welcome Home Financial Partners is a Richmond-area financial advisory firm specializing in retirement planning, investment management, and estate planning across all life stages. Founded by financial professionals Ralph Short and Tim Short, the firm helps clients navigate major financial transitions through personalized retirement roadmaps, life insurance strategies, and comprehensive estate planning. They serve individuals at every retirement stage—from mid-career savers seeking investment guidance to retirees optimizing their income strategies.

Virginia Estate and Retirement Planning Advisors, Inc. is an independent Registered Investment Advisor (RIA) in Richmond specializing in comprehensive financial planning, investment management, tax strategy, and estate planning. As a fiduciary firm, they prioritize clients' best interests over sales commissions and offer personalized advice from professionals who take time to understand each client's unique situation. Their fee-only model and independent status mean they recommend products and strategies based solely on what's best for you, not corporate sales quotas.

Maxsin Investment Group is a cash home buyer in Richmond, VA with over 8 years of experience and more than 700 homes purchased. They specialize in buying houses in any condition—whether facing foreclosure, needing major repairs, or requiring a quick sale—and offer fair all-cash offers with no agent fees, commissions, or closing costs. They handle the entire process, allowing sellers to choose their closing date and avoid costly repairs or cleaning.

Mark Mellon is a CFP® certified financial advisor at Edward Jones in Midlothian, VA, specializing in retirement planning, estate & legacy strategies, wealth management, business retirement plans, and college savings. With a team including an MBA-credentialed associate advisor, Mark serves clients with $1,000,000+ and is currently accepting new clients seeking comprehensive financial planning and personalized investment strategies.

Applewhite Tyll Retirement Planners, powered by LPL Financial, provides comprehensive retirement planning and investment management services to individuals and families in the Richmond area. The firm specializes in helping clients develop personalized financial strategies focused on retirement readiness, wealth management, and long-term financial goals. With access to LPL Financial's extensive resources and investment platforms, they offer tailored planning and ongoing portfolio management.

Ascent Financial Group is a boutique wealth management firm in Richmond specializing in comprehensive financial planning for executives, business owners, and professionals with complex financial situations. Founded in 2020, the firm coordinates investment strategy, tax planning, retirement income design, and estate planning into a cohesive strategy. All advisors hold CFP certification and average 16 years of industry experience, with a focus on lasting advisory relationships rather than transactional interactions.

Jacob A. Charlwood is a CFP® and AIF® financial advisor based in Richmond, VA, offering comprehensive financial planning and investment management services. He works with individuals and families to develop personalized strategies for retirement, wealth management, and long-term financial goals. His fiduciary approach ensures client interests come first in all advisory relationships.

Godsey & Gibb Wealth Management is a comprehensive wealth management firm with over 40 years of experience serving clients in Richmond and across multiple states. They offer investment management, financial planning, tax planning and preparation, estate planning, retirement planning, insurance consulting, and family wealth advising. The firm is goal-oriented and risk-averse, managing portfolios in-house with a focus on owning quality companies rather than chasing short-term gains, and serves clients with $500k to $20M+ in assets who want advisors focused on their best interests.

RVA Wealth Management is an independent financial advisory firm serving the Richmond area with comprehensive wealth management services. They provide personalized financial planning, investment management, and retirement planning tailored to individual client goals and circumstances. The firm focuses on building long-term relationships with clients through ongoing strategic guidance and attentive service.

Commonwealth Retirement Advisors is a fee-only financial advisory firm specializing in comprehensive retirement planning and investment management for individuals and families in the Richmond area. Founded on the principle of fiduciary responsibility, they provide personalized strategies designed to help clients achieve their long-term financial goals without commission-based conflicts of interest.

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.

Spark Financial Advisors is an independent financial advisory firm serving the Richmond area with comprehensive wealth management and financial planning services. They work with individuals and families to develop personalized investment strategies, retirement planning, and comprehensive financial plans tailored to their specific goals and circumstances.

Simplicity Wealth Management is a fee-only financial advisory firm founded by CFP® Christine Centeno, specializing in comprehensive wealth planning for tech employees and founders. They help clients maximize equity compensation, negotiate better packages, plan career transitions, and achieve financial independence through one-on-one personalized planning. Beyond investment management, they offer retirement planning, tax optimization strategies, and guidance on navigating major life changes—positioning themselves as both advisor and coach for busy professionals seeking to escape the corporate treadmill.

EvoAdvisors is a fee-only financial advisory firm in Richmond serving clients with growing financial complexity. Founded by CFP® professionals John Clair and David O'Brien with principal Stephen Fletcher, the firm offers comprehensive services including investment management, retirement planning, tax planning, estate planning, risk management, and cash flow optimization—plus 401(k) advisory services for businesses. They differentiate through their You-Only Advice® model with no commissions, flat-fee pricing, and concierge-level planning delivered in plain English rather than industry jargon.

Colonial River Wealth Management is an independent financial advisory firm serving the Richmond, Virginia area with comprehensive wealth management services. The firm provides personalized financial planning, investment management, and retirement strategy tailored to individual client circumstances. They focus on building long-term relationships with clients to help them achieve their financial goals.

WealthCrossing is a fee-only financial advisory firm in Richmond, VA, founded in 2005, specializing in an integrated approach that combines financial planning, investment management, and tax strategy. Their team of highly credentialed advisors serves pre-retirees, retirees, changemakers, and multi-generational families with comprehensive services including retirement planning, cash flow planning, estate planning, portfolio design and monitoring, tax-smart planning, and wealth transfer strategies. They distinguish themselves through a client-driven, collaborative approach that focuses on keeping more money with clients through proactive tax efficiency and personalized wealth management.

Northbank Partners is a Certified Financial Planner™ firm serving Richmond and Central Virginia with comprehensive financial planning, investment management, and wealth guidance across all life stages. Founded on principles of transparency and fiduciary responsibility, they help clients from their 20s through retirement navigate major life transitions including marriage, children, retirement planning, and estate matters. Their multi-generational team emphasizes clear communication, personalized recommendations, and fee-only advisory without industry jargon.

Parapet Wealth Management is a Raymond James financial advisory firm serving Richmond-area clients with comprehensive wealth management services. The team provides investment management, retirement planning, and personalized financial strategies tailored to individual and business client needs. As part of Raymond James, they combine local expertise with the resources of a major financial institution.

Swift Creek Wealth Management is an independent, fee-only registered investment advisory firm founded by John Hopkins, a financial planner with over a decade of experience since 2012. They specialize in comprehensive financial planning, asset management, and retirement planning for clients in the Chesterfield and Richmond areas. Operating on a fee-only model with no commissions, they offer three service tiers: financial planning for self-directed investors, professional asset management, or a combined approach with ongoing guidance.

Davenport & Company LLC is an independent wealth management and investment advisory firm based in Richmond, Virginia. They provide comprehensive financial planning, investment management, and advisory services to individuals and families seeking to grow and protect their wealth. With a focus on personalized service and fiduciary principles, they help clients navigate complex financial decisions and build long-term investment strategies.

Ray Olson Family Financial Planning is an independent firm specializing in comprehensive family financial planning in Richmond, VA. They provide personalized financial guidance addressing major aspects of clients' financial lives, including investments, goals, values, and time horizons. The firm is known for a "slow and steady" advisory approach built on their 27 Principles framework to help clients understand the "why" behind their investment strategies.

Heritage Wealth Advisors is a multi-family office founded in 2005 by Dee Ann, managing nearly $5 billion in assets under management across Virginia and Pennsylvania. They serve high-net-worth families, business owners, and institutions with integrated wealth management spanning investments, tax planning, estate planning, private markets, and philanthropy. As a fiduciary-focused firm, Heritage combines personalized financial planning with sophisticated strategies designed for multigenerational wealth stewardship and legacy building.

River Hills Wealth Management Group is an independent financial advisory firm serving Richmond and the surrounding region. They provide comprehensive wealth management services including investment management, retirement planning, and financial strategy for individuals and families. The firm focuses on personalized guidance to help clients build and preserve wealth throughout their financial lives.

Seven Hills Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC, serving Richmond-area clients with personalized financial planning and investment management. The team provides comprehensive financial advice across retirement planning, investment strategies, and wealth management, with a focus on understanding each client's unique goals and life stages. Recognized as a Forbes Best-In-State Wealth Management Team in 2026, they offer digital tools, regular goal-based consultations, and ongoing portfolio management to help clients feel financially confident.

Harvie Wealth Management Group is an independent financial advisory firm serving the Richmond area with comprehensive wealth management services. The firm provides personalized investment management, retirement planning, and financial strategy tailored to individual clients' goals and circumstances. Their team focuses on delivering professional guidance to help clients build and preserve wealth over time.

Hermitage Wealth Management is an independent financial advisory firm serving Richmond and surrounding areas with comprehensive wealth management services. They provide personalized financial planning and investment management tailored to individual client needs, helping clients build and preserve wealth through strategic guidance.