8 Best Financial Advisors in Alexandria, Virginia • Benzinga

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Alexandria cradles the Potomac River just now southward of Washington, D.C. Its propinquity to the land's capital means there's plenty of financial advisors to choose from.

Benzinga's done the work to help you find the best financial advisors in El Iskandriyah, Virginia.

Best Commercial enterprise Advisors in Alexandria Near You:

Best for Retirement Planning: Campbell Riches Management
Best Robo-Advisor: M1 Finance
Superior for Comprehensive Advice: 4J Wealth Management
Best Fluid App: Improvement
Best for Family Advising: Katz Family Fiscal Advisors
Best Portfolio Analysis: Private Capital
Best for Business Advice: Verdence Capital Advisors
Best for Investment Management: McGinn Investment Management

Best for Retreat Planning: Campbell Wealth Management

Campbell Wealth Direction offers a complete package of services if you're about to retire Oregon are already retired. The steadfast only works with clients age 55 and over.

Campbell Wealth Management also has a customizable programme for women in different stages of retreat. This plan includes:

A full analysis of holdings and income streams
Identification of financial weaknesses
Wealth-building strategies

This firmly has tired the last 25 years cultivating a team up to supporte clients retire. Its assets under management take over fully grown from $6 1000000 to $500 million. The firm attributes its growth to the regular retirement homework classes IT holds at libraries and community centers.

CAMPBELL WEALTH MANAGEMENT, INC.

Optimal For

Customizable Robo Investing

Best Robo-Advisor: M1 Finance

M1 Finance's pie-chart-founded interface provides a clear visual of your investment activity. Just add your investment, pick the target weight for each section and investment company your survival. Your money mechanically flows to the right field poin allocation. High-performers outdo the butt weight and the underperformers recede.

This app enables you to convert your mobile headphone or pill into a trading platform for commissioning-disembarrass stock or ETF trades. You hindquarters heighten your trading power by purchasing fractional shares or adoption investment capital for as low as 2%.

M1 Finance also frees you from unnecessary steps with a well-stacked-in checking account to transfer money and make direct deposits.

Best for All-around Advice: 4J Riches Management

4J Wealth Management forms a guest-centric, team-oriented fiscal advisory firm. 4J puts holistic financial planning before portfolio management. Services include:

Comprehensive financial planning
Plus management
Personal tax planning
Retirement planning
Estate planning
Risk management analysis

The firm also holds regular retirement planning classes focused happening 401(k) plans, estate planning, IRAs and tax laws.

4J WEALTH Direction, LLC

Best Mobile App: Betterment

Betterment is a robo-consultant with a multifunctional platform for all your fiscal business. You can do your banking, reexamine your investments and connect outside accounts to the political platform. The app is compatible with your Android, iPhone and tab.

It offers you a 0.30% APY bonus to save money in the Hard cash Reserve. The Betterment Digital plan provides you with limitless access to licensed financial advisors for a 0.25% fee. Betterment Digital also includes robotlike rebalancing, automatic dividend reinvestment and $0 minimum balance.

Your annual fee is 0.40% if you place a minimum of $100,000 with Betterment's Exchange premiu plan.

Best for Kin Advising: Katz Syndicate Financial Advisors, LLC

Katz Family Fiscal Advisors is a family-owned clientele with a family-oriented approach. The firm uses its proprietary fiscal model to aid families plan a financial future.

The team accommodates multigenerational goals by accepting runty accounts within your family. The Katz team values educating mass along the respective aspects of financial planning. Regular financial seminars are held at community centers, schools and offices.

KATZ FAMILY Fiscal ADVISORS, LLC

Pricing

Fees range based on deposit amount and services used

Best Portfolio Analytic thinking: Ad hominem Capital

Personal Capital's portfolio tool can avail you evaluate the public presentation of your investments. It compares your current portfolio allocations with expert allocations fashioned to minimize peril and increase returns. Practice the comparing to help you improve your scheme.

This tool is 1 of several features on Personal Capital's free dashboard. The dashboard displays the You Index — a portfolio monitoring tool that fuses entirely your investments into a single routine.

You can also contact a Personal Cap financial advisor to get a rid consultation for 0.89% for the first $1 cardinal.

Best for Business Advice: Verdence Capital Advisors

Verdence Working capital Advisors provide personalized financial advice to multi-family offices, entrepreneurs, business owners, professional athletes and entertainers. Verdence also offers its service to individuals and families.

Services include wealth management, private wealth, investment management and kinsfolk office services.

Managing Director Lio Kelly ranked 29th on Barron's list of Top 100 Indie Wealth Advisors in the U.S. in 2016.

VERDENCE CAPITAL ADVISORS, LLC

Best for Investment funds Management: McGinn Investment Management Inc.

McGinn Investment Management specializes in portfolio management. The firm uses the value investing expressive style of buying and keeping high-quality securities trading at a discounted rate. The goal of buying undervalued securities is to optimize future returns and reduce downside risks.

The firm of investment advisors provides investment management services for institutions, high-internet-Worth individuals and a open-end investment company — the Unification Street Partners Value Fund.

MCGINN INVESTMENT MANAGEMENT INC

Oft Asked Questions

How do you evaluate a financial advisor?

How ut you pass judgment a financial advisor?

asked 2021-05-11

Whoremaster Burson

When evaluating a financial advisor, consider these factors:

Does the advisor receive recompense through with fees or commission?
Does the advisor provide continuous or cyclic advice?
Is the advisor a fiduciary?
Does your latent advisor offer discretionary trading or non-discretionary trading? Discretionary trading allows your broker to make trades within your account without consulting you first.

Response Yoke

answered 2021-05-11

Benzinga

Do I ask a financial advisor for retirement?

Arrange I need a commercial enterprise advisor for retirement?

asked 2021-05-11

John Burson

Yes. It's difficult to foresee altogether your financial needs for retirement. There are possible health-related issues, expenses, taxes, real estate decisions and pension plan options. It's best to let a financial planner assist you dea the financial considerations of retreat.

Answer Tie-in

answered 2021-05-11

Benzinga

Pot financial advisors help mitigate debt?

Can financial advisors help mitigate debt?

asked 2021-05-11

John Burson

Yes. A genuine financial adviser derriere help you pay back control of your debt aside properly assessing your debt situation and developing a long-term strategy to secure a healthy financial future for you.

Answer Link

answered 2021-05-11

Benzinga

Choose a Financial Consultant in Alexandria, VA

A financial plan is an essential partially of shaping your future and a financial advisor can support you in the areas where you require steering. These Alexandria financial advisors let proven that they can help you reach your business enterprise goals.

Methodological analysis

To determine the go past financial advisors in Alexandria, we pored through altogether SEC-registered advisory firms who have an office in Alexandria. We winnowed the list by only including advisors that are recorded fiduciaries, accept no past disclosures and have borderline personal conflicts of interest. To far break down the list to the true top advisors in the area, we gave weight to advisors that put up both investment management and planning, have no conflicts of interest, have offices in multiple states, feature a wrap fee programme and concluded $50 one thousand thousand in assets under management.

SmartAsset's free, Little Phoeb-minute tool around makes it easy to find qualified financial advisors in your region.

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Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.