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Best Virginia Beach, Virginia Financial Advisors

Finding the right financial advisor in Virginia Beach, VA, can be a transformative step in achieving your financial goals. Whether you are planning for retirement, managing your investments, or seeking advice on estate planning, the right advisor can provide invaluable guidance. This comprehensive guide highlights some of the best financial advisors in Virginia Beach, including reviews, contact information, and links to their websites and social media handles.

What to Look for in a Financial Advisor

When selecting a financial advisor, it’s crucial to consider several key factors to ensure you find a professional who meets your needs and can help you achieve your financial goals. First, assess their credentials and experience. Look for advisors with certifications such as CFP® (Certified Financial Planner), CFA® (Chartered Financial Analyst), or CPA (Certified Public Accountant), which indicate a high level of expertise and commitment to the field. Additionally, consider their years of experience in the industry and their track record with clients.

Another important factor is their fee structure. Financial advisors typically charge fees based on assets under management (AUM), hourly rates, or flat fees. Understanding how an advisor is compensated can help you determine if their services are aligned with your financial interests. Be wary of advisors who earn commissions from selling financial products, as this may lead to potential conflicts of interest.

You should also evaluate the services they offer. Depending on your needs, you may require comprehensive financial planning, investment management, retirement planning, tax strategies, or estate planning. Ensure that the advisor you choose offers the services that match your financial objectives.

Table: Key Factors to Consider When Choosing a Financial Advisor

Factor	Description
Credentials	Look for certifications like CFP®, CFA®, CPA, indicating a high level of expertise.
Experience	Assess the advisor’s years of experience and track record.
Fee Structure	Understand the advisor’s compensation method: AUM-based fees, hourly rates, or flat fees. Be cautious of commission-based compensation.
Services Offered	Ensure the advisor provides the specific services you need, such as investment management, retirement planning, tax strategies, or estate planning.
Client Reviews	Check reviews and testimonials from other clients to gauge their satisfaction and the advisor’s effectiveness.
Personal Fit	Consider the advisor’s approach and philosophy to ensure it aligns with your financial goals and values.

Top Financial Advisors in Virginia Beach

1. Virginia Asset Group

Virginia Asset Group is a community-based financial services firm dedicated to providing personal and professional financial advice. With a focus on helping clients achieve their financial goals, they offer a range of services including financial planning, portfolio management, retirement planning, and wealth management.

Key Contact:

Emily Robbins, CRPS®
- Address: 607 Lynnhaven Parkway, Virginia Beach, VA 23452
- Phone: 757-747-2556
- Website: Virginia Asset Group
- LinkedIn: Emily Robbins

Services Offered:

Financial Planning
Portfolio Management
Retirement Planning
Wealth Management
Education Funding and Planning

Client Reviews: Virginia Asset Group is praised for its personal attention and commitment to client success. Clients appreciate the frequent communication and the thorough approach to financial planning. One client mentioned, “Emily and her team have been instrumental in helping us plan for our children’s education and our retirement. Their personalized service is top-notch.”

2. The Onhaizer Harris King Group at Merrill

The Onhaizer Harris King Group, associated with Merrill, emphasizes a personalized approach to financial planning. They leverage the investment insights of Merrill and the banking capabilities of Bank of America to provide comprehensive financial strategies.

Key Contacts:

Ann Onhaizer, CRPC™
- Phone: 757-631-5539
- Email: ann.onhaizer@ml.com
Joshua Harris, CFP®
- Phone: 757-631-5513
- Email: joshua.harris@ml.com
Jesse King, CFA, CPWA®
- Phone: 757-631-5543
- Email: jesse.king@ml.com

Website: The Onhaizer Harris King Group

Services Offered:

Wealth Management
Retirement Planning
Tax-Minimization Strategies
Estate Planning
Education Planning

Client Reviews: Clients of The Onhaizer Harris King Group value their expertise and the customized financial plans they offer. One review highlighted, “Joshua Harris has been a fantastic advisor, helping us navigate complex financial decisions with ease and confidence.”

3. Cary Street Partners

Cary Street Partners is known for its integrity and independent thought, providing a higher standard of care and loyalty to its clients. They offer a full range of financial advisory services tailored to individual client needs.

Key Contact:

Virginia Beach Team
- Address: 2101 Parks Avenue Suite 800, Virginia Beach, VA 23451
- Phone: 757-623-1600
- Email: info.virginiabeach@carystreetpartners.com
- Website: Cary Street Partners

Services Offered:

Financial Planning
Wealth Management
Investment Management
Risk Management
Retirement Planning

Client Reviews: Clients appreciate the personalized approach and the emphasis on client success. A client review mentioned, “The team at Cary Street Partners has been incredible. They listen to our needs and craft strategies that perfectly align with our financial goals.”

4. Team Furey at Merrill

Team Furey, also associated with Merrill, focuses on understanding clients’ goals and priorities to provide tailored financial strategies. They use tools like the Investment Personality Assessment to gain deeper insights into their clients’ financial behaviors.

Key Contacts:

Kevin Furey, CPFA™, CPWA®, CRPC™
- Phone: 757-631-5556
- Email: kevin.furey@ml.com
Katherine C. Mallery
- Phone: 757-631-5555
- Email: katherine.mallery@ml.com

Website: Team Furey

Services Offered:

Investment Management
Retirement Planning
Wealth Management
Tax Strategies
Education Planning

Client Reviews: Clients of Team Furey highlight the comprehensive and empathetic approach to financial planning. One client stated, “Kevin Furey and his team have been exceptional in guiding us through our retirement planning. Their insights and strategies have been invaluable.”

5. Robert Yeh at Ameriprise Financial

Robert Yeh is a well-regarded financial advisor at Ameriprise Financial, offering personalized financial advice based on clients’ goals. He holds several advanced designations, ensuring a high level of expertise.

Key Contact:

Robert Yeh, MPAS™, PFS, REBC®, RFC®, RHU®, RICP®
- Phone: 757-499-2639 ext. 17
- Email: robert.y.yeh@ampf.com
- Website: Robert Yeh at Ameriprise

Services Offered:

Retirement Planning
Investment Management
Estate Planning
Education Planning
Risk Management

Client Reviews: Robert Yeh is praised for his thorough and personalized approach. A satisfied client mentioned, “Robert has been fantastic in helping us create a comprehensive retirement plan. His expertise and attention to detail are unmatched.”

6. Nicholas Arcand at Blackbridge Financial

Nicholas Arcand, a financial advisor at Blackbridge Financial, focuses on providing fee-based financial planning and investment management services. With a background in financial planning, he is dedicated to helping clients achieve their financial goals.

Key Contact:

Nicholas Arcand
- Address: 644 Independence Parkway, Suite 300, Chesapeake, VA 23320
- Phone: 757-382-6340
- Website: Blackbridge Financial

Services Offered:

Financial Planning
Investment Management
Retirement Planning
Education Planning
Wealth Management

Client Reviews: Clients appreciate Nicholas Arcand’s dedication and expertise. One review highlighted, “Nicholas has been instrumental in helping us navigate our financial journey. His advice and strategies have been incredibly valuable.”

Credentials to Look for in a Financial Advisor

Selecting a financial advisor with the right credentials is crucial for ensuring they have the necessary expertise and ethical standards to manage your financial affairs effectively. Here are some key credentials to consider:

Certified Financial Planner™ (CFP®)

The CFP® designation is awarded to financial advisors who have completed extensive training and education in financial planning. CFP® professionals must pass a rigorous exam and adhere to a strict code of ethics, ensuring they provide the highest standard of advice.

Chartered Financial Analyst® (CFA®)

The CFA® designation is one of the most respected credentials in the investment management profession. It requires passing three exams covering a broad range of topics, including investment analysis, portfolio management, and ethical standards. CFA® charterholders are known for their expertise in investment management.

Certified Public Accountant (CPA)

A CPA is a trusted financial advisor who helps individuals, businesses, and other organizations plan and(CPA) assists clients with financial planning, tax preparation, and auditing services. CPAs often provide valuable advice on tax strategies and are highly respected for their expertise in accounting and finance.

Registered Investment Advisor (RIA)

An RIA is a firm or individual that provides investment advice and manages client assets. RIAs are registered with the Securities and Exchange Commission (SEC) or state regulators and must adhere to fiduciary standards, meaning they are required to act in the best interests of their clients.

Chartered Retirement Planning Counselor™ (CRPC™)

The CRPC™ designation focuses on retirement planning, equipping advisors with the knowledge to help clients prepare for and manage their retirement. CRPC™ professionals complete coursework and pass an exam covering various aspects of retirement planning, including income needs, asset management, and estate planning.

Certified Private Wealth Advisor® (CPWA®)

The CPWA® designation is designed for advisors who work with high-net-worth clients. It covers advanced wealth management strategies, including tax planning, estate planning, and investment management. CPWA® professionals must complete coursework and pass a comprehensive exam.

Table: Common Financial Advisor Credentials

Credential	Description
CFP®	Certified Financial Planner; extensive training and ethical standards in financial planning.
CFA®	Chartered Financial Analyst; expertise in investment management through rigorous exams.
CPA	Certified Public Accountant; trusted for tax preparation, financial planning, and auditing services.
RIA	Registered Investment Advisor; provides investment advice with a fiduciary duty to act in the client’s best interest.
CRPC™	Chartered Retirement Planning Counselor; specialized in retirement planning and income management.
CPWA®	Certified Private Wealth Advisor; advanced strategies for high-net-worth clients, including tax and estate planning.

How to Choose the Right Financial Advisor

Choosing the right financial advisor involves several steps to ensure you find a professional who aligns with your financial needs and goals. Here are some essential tips:

Assess Your Financial Needs

Before selecting an advisor, clearly define your financial needs and goals. Are you looking for investment management, retirement planning, estate planning, or tax strategies? Knowing what you need will help you find an advisor with the right expertise.

Check Credentials and Experience

Review the credentials and experience of potential advisors. Look for certifications like CFP®, CFA®, and CPA, and consider their years of experience in the industry. Experienced advisors with relevant credentials are more likely to provide reliable and effective advice.

Understand Their Fee Structure

Financial advisors can be compensated in various ways, including fees based on assets under management (AUM), hourly rates, or flat fees. Understanding their fee structure will help you determine if their services align with your budget and financial interests. Be cautious of advisors who earn commissions from selling financial products, as this may lead to conflicts of interest.

Read Client Reviews and Testimonials

Client reviews and testimonials can provide valuable insights into an advisor’s effectiveness and client satisfaction. Look for reviews on reputable platforms like Yelp, Google, and the advisor’s website. Pay attention to feedback on their communication, expertise, and overall service quality.

Schedule a Consultation

Most financial advisors offer a complimentary initial consultation. Use this opportunity to ask questions about their services, approach, and how they can help you achieve your financial goals. A consultation will also give you a sense of their communication style and whether you feel comfortable working with them.

Evaluate Personal Fit

Choosing a financial advisor is not just about credentials and experience; it’s also about finding someone you feel comfortable with and trust. Evaluate their approach and philosophy to ensure it aligns with your values and financial goals. A good advisor should listen to your needs, explain complex concepts clearly, and provide personalized advice.

Table: Steps to Choose the Right Financial Advisor

Step	Description
Assess Needs	Define your financial needs and goals (investment management, retirement planning, etc.).
Check Credentials	Review the advisor’s certifications (CFP®, CFA®, CPA) and experience.
Understand Fees	Understand their fee structure (AUM-based, hourly, flat fees) and be cautious of commission-based compensation.
Read Reviews	Look for client reviews on platforms like Yelp, Google, and the advisor’s website.
Schedule Consultation	Use the initial consultation to ask questions and evaluate their communication style and approach.
Evaluate Fit	Ensure the advisor’s approach and philosophy align with your values and financial goals. Look for someone you feel comfortable with and trust.

Spotlight on Top Financial Advisors in Virginia Beach

Emily Robbins, CRPS® at Virginia Asset Group

Emily Robbins is a highly respected financial advisor at Virginia Asset Group, offering a wealth of experience in financial planning and investment management. She holds the Chartered Retirement Plans Specialist designation and has over 15 years of experience in the financial industry.

Contact Information:

Address: 607 Lynnhaven Parkway, Virginia Beach, VA 23452
Phone: 757-747-2556
Website: Virginia Asset Group
LinkedIn: Emily Robbins

Client Reviews: Emily Robbins is praised for her personalized approach and dedication to helping clients achieve their financial goals. Clients appreciate her thoroughness and expertise in retirement planning and investment management. One client noted, “Emily has been a fantastic advisor. Her insights and guidance have been invaluable in helping us plan for our retirement and manage our investments.”

Joshua Harris, CFP® at The Onhaizer Harris King Group

Joshua Harris, a Senior Vice President at The Onhaizer Harris King Group, specializes in wealth management and financial planning. He holds the Certified Financial Planner designation and is known for his comprehensive and client-focused approach.

Contact Information:

Phone: 757-631-5513
Email: joshua.harris@ml.com
Website: The Onhaizer Harris King Group

Client Reviews: Clients of Joshua Harris appreciate his deep understanding of financial planning and his ability to tailor strategies to their specific needs. One review highlighted, “Joshua has been instrumental in helping us navigate complex financial decisions. His expertise and personalized service have made a significant difference in our financial planning.”

Virginia Beach Team at Cary Street Partners

The Virginia Beach Team at Cary Street Partners is dedicated to providing comprehensive financial advisory services with a focus on integrity and client success. They offer a range of services, including financial planning, investment management, and risk management.

Contact Information:

Address: 2101 Parks Avenue Suite 800, Virginia Beach, VA 23451
Phone: 757-623-1600
Email: info.virginiabeach@carystreetpartners.com
Website: Cary Street Partners

Client Reviews: Clients commend Cary Street Partners for their personalized approach and commitment to client success. One client review mentioned, “The team at Cary Street Partners has been fantastic. They listen to our needs and craft strategies that perfectly align with our financial goals.”

Kevin Furey, CPFA™, CPWA®, CRPC™ at Team Furey

Kevin Furey, a Senior Vice President at Team Furey, offers extensive experience in wealth management and financial planning. He holds multiple designations, including Certified Private Wealth Advisor and Chartered Retirement Planning Counselor.

Contact Information:

Phone: 757-631-5556
Email: kevin.furey@ml.com
Website: Team Furey

Client Reviews: Kevin Furey is praised for his comprehensive approach to financial planning and his dedication to helping clients achieve their financial goals. A client noted, “Kevin and his team have been exceptional. Their insights and strategies have been invaluable in guiding us through our retirement planning.”

Robert Yeh, MPAS™, PFS, REBC®, RFC®, RHU®, RICP® at Ameriprise Financial

Robert Yeh, a financial advisor at Ameriprise Financial, is known for his expertise in retirement planning and investment management. He holds several advanced designations, ensuring a high level of expertise in financial planning.

Contact Information:

Phone: 757-499-2639 ext. 17
Email: robert.y.yeh@ampf.com
Website: Robert Yeh at Ameriprise

Client Reviews: Clients appreciate Robert Yeh’s thorough and personalized approach to financial planning. One satisfied client mentioned, “Robert has been fantastic in helping us create a comprehensive retirement plan. His expertise and attention to detail are unmatched.”

Nicholas Arcand at Blackbridge Financial

Contact Information:

Address: 644 Independence Parkway, Suite 300, Chesapeake, VA 23320
Phone: 757-382-6340
Website: Blackbridge Financial

Client Reviews: Clients appreciate Nicholas Arcand’s dedication and expertise in financial planning. One review highlighted, “Nicholas has been instrumental in helping us navigate our financial journey. His advice and strategies have been incredibly valuable.”

Conclusion

Selecting the right financial advisor is a critical step in achieving your financial goals and securing your financialfuture. The financial advisors highlighted in this article represent some of the best in Virginia Beach, VA, offering a wide range of services and expertise to help you achieve your financial goals. By considering their credentials, experience, fee structures, and client reviews, you can find the advisor that best fits your needs and preferences. Whether you are planning for retirement, managing investments, or seeking comprehensive financial advice, these professionals are equipped to provide the guidance and support you need.