Not sure which advisor
is right for you?
Find and compare 2-3 vetted financial advisors
matched to your specific needs.
Registered Advisors
Top Rated Financial Advisors in Leesburg, Virginia
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Leesburg, Virginia is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
Find top advisors in Leesburg, Virginia with Paladin Registry
Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Leesburg, Virginia near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Bob Howard
Prudential
Michael Miles
Variplan, LLC
Additional Information:
Years of Experience:
24 Years
- Fee-Only
- Hourly
- Flat Fee
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Darren Colananni
Centurion Wealth Management
Additional Information:
Years of Experience:
12 Years
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity, Charles Schwab, TD Ameritrade (merging with Charles Schwab)
Jeffrey Lippman
Capitol Financial Consultants, Inc.
Additional Information:
Years of Experience:
23 Years
- Fee-Based
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
MY Wealth Management, Inc.
Additional Information:
Years of Experience:
28 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab and Interactive Brokers
Bryan Beatty
Egan, Berger and Weiner, LLC
Additional Information:
Years of Experience:
31 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $0
Name(s) of Custodian(s):
Pershing
Chris Passarelli
Bull Run Investment Management
Additional Information:
Years of Experience:
10 Years
- Fee-Only
- Flat Fee
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Young Park
Victrix Investment Advisors
Additional Information:
Years of Experience:
20 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Diamond Chaflawee
Prudential
Michael T. Jobe
Glover Park Wealth Management, LLC
Additional Information:
Years of Experience:
12 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $50,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab & Co., Inc.
Nicholas Greggory Caramanica
Arlington Wealth Planning, LLC
Additional Information:
Years of Experience:
19 Years
- Fee-Only
- Hourly
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Altruist Financial, LLC
Edelman Financial Engines, LLC
Additional Information:
- Fee-Based
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Doug Miller J.D.
Northwestern Mutual
Additional Information:
Years of Experience:
21 Years
- Fee-Based
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $50,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Geoffrey Burroughs
Harbor Investment Advisory
Additional Information:
Years of Experience:
12 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $250,000
Name(s) of Custodian(s):
Pershing LLC
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Paladin Advisors