The Best Financial Advisors in Richmond

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Richmond Financial Advisor

Carlson Financial

This strategic process means that our planning drives your investing — not the other way around. The world of retirement planning and investing has changed dramatically. Let us show you a new way to think about money and investing.

Helping you identify the financial concerns you have and then sharing the options available to you is our top priority. We can help you think through the “what-ifs” in retirement and develop a strategy designed to help keep your financial house in order.

Our experienced, proactive team can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial goals.

Each step results in a written strategy to make sure you’re covering all your bases. This approach offers a broad perspective on your financial affairs — so you can be doing everything you can to live an enriched life.

Services

INCOME
Generating a steady and reliable income stream.
INVESTMENTS
Earning potential gains with a portion of your assets in the market.
INSURANCE
Helping loved ones avoid financial hardship after you’re gone.
INCOME TAX
Creating strategies to minimize taxes.
INHERITANCE
Leaving a greater legacy for beneficiaries.

5207 Hickory Park Drive Suite E Glen Allen, VA 23059

Agili, P.C.

We are here for you through every phase of life. We believe your long-term dreams and your day-to-day fulfillment are equally important. Our diversely talented team looks for ways to go above and beyond in managing your financial life, freeing you to focus on what really matters.

As an independent, fee-only firm, we offer a full spectrum of financial strategy services with a holistic approach. Over time, we develop a deep relationship with you, understand your goals, create a plan unique to your circumstances, and guide you to personal fulfillment.

At Agili, we get to know you by learning about all parts of your life, listening to your dreams, and doing everything we can to understand your financial situation. We meet with you regularly and stay in touch over time to carefully monitor your individual circumstances.

Our comprehensive and in-depth approach includes Financial Planning, Investment Management, and Fulfillment-Focused Services. We create a personalized plan for today and tomorrow, help make investment decisions for your future, and find little ways to enable you to spend your time doing what fulfills you.

Services

Cash flow analysis
Tax and estate planning
Retirement planning
Insurance analysis, risk management, and contingency planning
Education planning and funding
Charitable gifting and philanthropic planning
Social Security and Medicare optimization
Intergenerational wealth transfer
Trust services
Expert responsiveness for life events

1806 Summit Avenue Suite 100 Richmond, VA 23230

Alexis Advisors LLC

This how I’d tell my best friend, my partner, my children to invest and plan. This is how I invest. This is investment management for the change makers, for people who recognize that money can be a tool to do good in the world, and who want to work with a company that believes the same.

This is financial planning for people who are planning for their futures, building their communities and being smart about their money. This is for empowered people who are building their own wealth and being the change they want to see in the world.

Services

Financial Planning
Our process is designed to be empowering, educational and non-judgmental — focusing on answering your questions and supporting you in achieving your dreams.
Investment Management
Our proprietary investment approach blends our focus on being intentional in our investment selection with our fiduciary responsibility of seeking to support you build wealth.
Company Retirement Plans
Many small and mid-sized businesses owners may believe that 401(k) plans are only for the ‘big guys.” This is not necessarily the case. Setting up a 401(k) plan can be a crucial step in building a successful business, and benefits both you and your employees.

2821 Emerywood Parkway Suite 202-A Richmond, VA 23294

Alpha Omega Investment Advisors

As a fee-only firm, we are not paid for selling investment products. We do not accept commissions, referral fees or other third party fees. We are designed to provide advice based on our highest priority of always putting our client’s interests first.

We believe that a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the planning and investing process.

Services

Collaboration

Our top priority is getting to know you, your family and your centers of influence
Our family partnerships are often generational and can involve coordination with your tax, estate and insurance professionals
We will work closely with institutions to address spending, budgeting, risk management, asset allocation or education needs

Care

Our stewardship is built on moderation, discipline and vigilance
We are focused on mitigating risk and limiting behavioral biases
We treat you as we would want to be treated and seek to improve continuously

Convenience

We put a premium on making it easy for you to do business with us
Our familiar and dedicated team is highly responsive to your requests
Our technology allows for easy access to content and information

Communication

We are transparent with our approach, fees and investments
We actively communicate through calls, emails and blogs
Our standard practice is to offer quarterly meetings to our clients

7202 Glen Forest Drive, Suite 300 Richmond, VA 23226

Canal Capital Management, LLC

Our primary responsibility is to you, our Client. We are not part of a larger firm and our business model doesn’t rely on “selling products,” it’s based on providing sound advice and a high level of client service. Simply put, when you succeed, we succeed.

We believe the complexity that characterizes much of Wall Street and financial services is a disservice to clients. We founded Canal Capital with the belief that there was a better way to serve clients.

At Canal Capital Management, our singular focus is on growing and protecting the wealth of our clients. This allows us to act in their best interest, providing objective guidance and disciplined investment management.

Services

INVESTMENT MANAGEMENT
Driven by the client’s objectives with a focus on risk management and capital preservation.
TAX SERVICES
Proactive tax planning helping to minimize and manage tax liabilities for today and in the future.
FINANCIAL PLANNING
Fully integrated planning creatively customized to each client’s unique needs.
REAL ESTATE
Asset management and consulting services for both residential and commercial Real Estate.
BUSINESS CONSULTING
Advisory services for business owners and entrepreneurs looking to buy, sell or transition ownership.
FAMILY OFFICE
The quarterback and advocate for a family’s inter-generational wealth.

9 South 5th Street Richmond, Virginia 23219

Financial Freedom Planners

Financial Freedom Planners offers objective, affordable, fee-only financial planning and investment advice you need to get on your road, reach your goals, and accomplish your freedom.

Financial Freedom Planners™ was founded by Charles Roberts, a Certified Financial Planner™ professional, based on his personal and professional experience. He saw a flaw in the way most financial planning was offered.

He felt that the client was frequently getting lost in the haze of conflicts of interest, fees (hidden or not), product sales, ever- increasing financial complexity, asset minimums and Wall Street Mumbo Jumbo.

Seeing the inherent conflicts of interest, Financial Freedom Planners offers a better way to work with people on important life matters. This philosophy forms our commitment to offering financial planning solutions through hourly and project-based engagements.

We are in a rather unique space in the Richmond market (by design), and we were recognized in a Forbes Magazine article as one of only 115 Financial Advisor firms in the country (and the only one in Richmond) that act as true Fiduciaries, with no Asset Under Management fees or sales commissions.

Services

Complex Comprehensive Financial Plan
Comprehensive Financial Plan
Investment Plan
Financial/Retirement Plan
Foundational Financial Plan

3741 Westerre Parkway, Suite C, Richmond, VA 23233

Kanawha Capital Management, LLC

Kanawha Capital Management, LLC has been helping clients achieve their investment and wealth management goals for over two decades. Each client’s needs and objectives are unique, and portfolios are structured using individual securities to meet specific risk, return, and income goals.

Taking time to get to know you and your specific needs is always the starting point in any client relationship. Once we understand your needs as intimately as if they were our own, we go to work.

We look at your goals and examine your risk tolerance. Then we seek the proper blend of investments to meet your long-term objectives.

And while portfolios differ, there are two constants: quality and diversification. Whether your investments are in stocks, bonds, or a balance of both, this emphasis helps ensure that the stewardship of your wealth is handled with care.

Services

Investment Management
Kanawha’s investment process is centered on each account, one client at a time. We customize each portfolio to reflect the client’s specific objectives, risk profile, time horizon, and tax considerations.

Financial Planning
Kanawha uses our experience and depth of resources to help clients manage their overall financial picture. Whether it’s through our in-house resources or working with clients’ other professional advisors, we strive to help families address a wide variety of financial planning needs.

7201 Glen Forest Drive, Suite 200, Richmond, Virginia 23226

McKay Wealth Management Group

You work hard and you want to enjoy life to the fullest. You have big aspirations and high expectations. We can help you achieve what you’re striving for to get the most out of life. Tell us where you want to go – and we’ll work to get you there. It’s never too early – and it’s never too late.

We want you to believe in your financial future. Sixteen years in financial services taught me a lot about the ways of the market, financial planning and investment strategy. Those long hours paid off in experience, and a realization that there was a better way to successfully guide my clients through their financial lives.

Services

Risk Assessment
Many people don’t know just how volatile their investments can be. Wouldn’t it be better to know your tolerance and have someone ensure your investments are allocated correctly?
Financial Planning
Creating a financial plan now doesn’t always mean you’ll be on a bare-bones budget for years to come. We want you to live life to the fullest while also saving for important goals down the road, like a new home, retirement or even traveling the world.
Portfolio Management
Now is the time to start investing, and we believe that the best strategy is a long-term one. Allow us to find an easy-to-understand investment plan that’s right for you.

2920 West Broad Street, Suite 208 Richmond, VA 23230

Spark Financial Advisors, LLC

Your future hinges on the choices you make today. Stop cobbling together financial solutions that leave you questioning your choices and trajectory. A Fee-Only Certified Financial Planner practitioner can help.

As a fiduciary financial planner Lauren Zangardi Haynes, CIMA®, CFP®, works to tame doubt and misgivings about your financial future. Get more time for the things you love and the confidence that comes when you know your financial life is well-managed.

At Spark Financial Advisors, we blend fee-only financial advice with life plannong. Our holistic look helps your future come into sharp focus. Let’s work together to find creative ways to achieve your goals and solve problems.

Most clients think their financial advisor is a fiduciary. That’s not the case. When it comes to your money, you absolutely need to know that your financial advisor is always putting your interests ahead of their own. Learn what it means to be a fiduciary and how to protect yourself.

Many people are interested in donating to causes that matter to them right now. If you are donating a significant amount to a charity you may want to consider donating appreciated stock, mutual funds, or ETFs instead of cash.

406 W. Franklin St., Suite 204, Richmond VA 23220

The Roseline Group

The Roseline Group is a Richmond based professional services firm specializing in providing tax preparation and planning; investment management and consulting; and financial planning to individuals and their families, as well as closely held businesses.

With well over 100 years of combined experience, we are able to draw on our wealth of technical knowledge and know-how in providing a holistic approach to serving clients.

It is easy in today’s world to become overwhelmed by life’s complex financial choices. With the symbolism of the compass rose in mind, we measure our success by providing you with sound, high-quality, objective financial advice that spans every facet of your life, no matter where you are in your journey.

Years of experience afford us the ability to take a common-sense, client-centric approach to solving problems. Simply put, it is who we are, what we do and how we serve our clients.

Services

Planning
Our financial planning professionals work with clients to set financial and life goals, identify alternative approaches, provide a recommended course of action, and monitor and adjust their plan as necessary.
Taxes
We prepare tax returns for people and anything they create or leave behind, whether it be for a business, family partnership, charitable foundation, trust or estate.
Investments
Our investment practice works closely with clients to assist them in investing their wealth based on their life goals, financial situation, market conditions and risk tolerance.

140 Virginia Street, Suite 300 Richmond, VA 23219

The Best Financial Advisors in Richmond

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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