Areas served: Virginia Beach, Chesapeake, Norfolk
Financial advisors across Virginia Beach and Hampton Roads help clients build wealth and plan for retirement, with many specializing in military benefits, pensions, and transition planning.
Jarver Financial is a Virginia Beach-based financial advisory firm helping clients achieve fiscal health through personalized wealth planning. Their experienced team specializes in asset protection, wealth accumulation, and retirement income planning, taking a consultative approach to understand each client's unique financial circumstances and goals. They offer complimentary initial consultations and host free educational workshops on topics like taxes and social security.
Mason & Associates is a fee-only financial planning firm specializing in comprehensive financial, tax, and retirement planning for federal employees (FERS and CSRS), as well as other clients with $1M+ in investments. Led by CFP®-certified advisors with over 100 years of combined experience, they provide ongoing financial planning, estate planning, tax optimization, and investment management services to clients nationwide. The firm is known for its transparent, client-first approach and hosts the Federal Employee Financial Planning Podcast to educate clients on federal benefits and tax strategies.
1.oak Financial is an independent fiduciary financial advisory firm in Norfolk, VA that creates customized financial plans covering tax strategy, retirement income, investments, long-term care, and legacy planning. Led by a collaborative team of experienced professionals, they focus on understanding each client's unique goals and values to build personalized strategies that evolve with life's changes. Their One of a Kind Financial Plan™ approach emphasizes transparency, visual planning tools, and ongoing support to help clients gain clarity and peace of mind about their financial future.
Heather McKinstry is a First Command Financial Advisor specializing in comprehensive financial planning for military families and service members in Virginia Beach. With Series 7 and 66 securities licenses plus life and health insurance credentials, she provides personalized financial coaching covering investment strategies, debt management, risk management, and long-term financial planning. As a military spouse herself, Heather understands the unique financial challenges military families face and works as a personal financial coach to help clients establish meaningful goals and develop sustainable financial behaviors.
Robert Landolfi is a First Command Financial Advisor in Chesapeake, VA, specializing in comprehensive financial planning for military service members and their families. With 26 years of Coast Guard experience and the rank of Captain, Robert brings deep understanding of military financial challenges to his practice. He offers investment strategies, risk management, debt management, and personal financial coaching grounded in disciplined long-term saving, careful debt management, and strategic insurance planning.
FFA Wealth is an independent financial advisory firm serving Virginia Beach and the surrounding region with comprehensive wealth management services. The team provides personalized financial planning, investment management, and retirement strategy tailored to individual client goals. They focus on building long-term relationships and delivering fiduciary-level advice to help clients make informed financial decisions.
Kenneth Porter & Company, Ltd. is a financial advisory firm based in Virginia Beach specializing in personalized wealth management and financial planning. The firm works with individuals and families to develop comprehensive financial strategies tailored to their unique goals and circumstances. With a focus on building long-term client relationships, they offer guidance across investment management, retirement planning, and overall financial strategy.
Woods Financial is a retirement planning firm in Chesapeake, VA specializing in designing personalized retirement income strategies to help clients live the life they want in retirement. Led by experienced financial professionals, they offer comprehensive retirement planning services including retirement income analysis, wealth management, long-term care strategies, and guidance on making retirement savings last. Their purpose-driven planning approach examines each client's unique financial situation and goals to create custom strategies addressing key retirement questions.
Mission Critical FPI is a Virginia Beach-based wealth management firm specializing in comprehensive financial planning for military-minded families and decisive individuals. Founded by Jeff Geraci, they offer retirement planning, investment management, tax optimization, portfolio rebalancing, and insurance solutions tailored to each client's goals and risk tolerance. Their approach combines personalized strategies to reduce taxes, grow nest eggs, and achieve secure retirements regardless of economic conditions.
Tull Financial Group Inc is an independent financial advisory firm serving the Chesapeake area and beyond. They provide comprehensive financial planning, investment management, and retirement planning services tailored to individual clients' needs. The firm is committed to helping clients build and protect their wealth through personalized strategies and ongoing professional guidance.
PeaceLink Financial Planning LLC is an independent financial advisory firm in Virginia Beach specializing in comprehensive financial planning and wealth management. Founded on principles of transparency and client-focused guidance, they help individuals and families navigate investment decisions, retirement planning, and long-term financial goals. Their approach emphasizes personalized strategies tailored to each client's unique circumstances.
Edward Jones Financial Advisor Dave Hopkins, ABFP®|AAMS®|CRPC™, provides personalized financial planning and investment management services to individuals and families in Virginia Beach. With multiple professional certifications, Dave Hopkins helps clients develop comprehensive financial strategies tailored to their goals, whether saving for retirement, education, or major life events. Edward Jones is a trusted financial services firm known for one-on-one advisory relationships and a focus on long-term wealth building.
Calliott, Demeter & Harrell Investment & Wealth Advisors, part of Davenport & Company, provides personalized investment guidance, retirement planning, and comprehensive wealth management for individuals, families, and institutions. With over 100 years of combined investment experience, their team approach delivers focused expertise in portfolio management and financial strategy across multiple states.
Fitzwilliams Financial is a wealth management firm based in Chesapeake, Virginia, offering comprehensive financial planning and investment management services to individuals and families. Founded by experienced financial advisors, the firm specializes in developing personalized financial strategies, retirement planning, and portfolio management tailored to each client's unique goals and circumstances. They focus on building long-term relationships and helping clients navigate complex financial decisions with confidence.
Carl Hess is a financial advisor with First Command Financial, specializing in comprehensive financial planning for military families and service members. First Command offers investment management, retirement planning, and personalized financial strategies tailored to the unique needs of active duty, veterans, and military-connected professionals in the Norfolk area.
Beacon Harbor Wealth Advisors is an independent wealth management firm serving Virginia Beach and the surrounding region. They provide comprehensive financial planning and investment management services tailored to help clients build and preserve wealth. With a focus on personalized guidance and fiduciary principles, they work with individuals and families to develop strategies aligned with their long-term financial goals.
Virginia Asset Group is a financial advisory firm serving the Virginia Beach area, providing personalized wealth management and financial planning services. They help clients navigate investment decisions, retirement planning, and overall financial strategy with a consultative approach. Their team focuses on delivering tailored solutions to help clients build and protect their financial futures.