Best Financial Advisors in Alexandria, Virginia

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Contributor, Benzinga
May 11, 2021

Quick Look: Best Financial Advisors in Alexandria Near You

  • Best for Retirement Planning: Campbell Wealth Management
  • Best Robo-Advisor: M1 Finance
  • Best for Comprehensive Advice: 4J Wealth Management
  • Best for Family Advising: Katz Family Financial Advisors
  • Best Portfolio Analysis: Personal Capital
  • Best for Business Advice: Verdence Capital Advisors
  • Best for Investment Management: McGinn Investment Management

Alexandria cradles the Potomac River just south of Washington, D.C. Its proximity to the nation’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 Alexandria, VA.

Best for Retirement Planning: Campbell Wealth Management

Campbell Wealth Management offers a complete package of services if you’re about to retire or are already retired. The firm only works with clients age 55 and over.

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

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

This firm has spent the last 25 years cultivating a team to help clients retire. Its assets under management have grown from $6 million to $500 million. The firm attributes its growth to the regular retirement preparation classes it holds at libraries and community centers. 

CAMPBELL WEALTH MANAGEMENT, INC.

CAMPBELL WEALTH MANAGEMENT, INC.

$366,960,204
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
$50,000
16
241
Yes
44
8
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • INFORMATIONAL/EDUCATIONAL/MOTIVATIONAL WORKSHOPS
Address

330 JOHN CARLYLE STREET SUITE 400ALEXANDRIA VA, 22314

Phone number

703-535-5300

M1 Finance
Best For
  • Customizable Auto Investing
securely through M1 Finance's website

Best Robo-Advisor: M1 Finance

M1 Finance’s pie-chart-based interface provides a clear visual of your investment activity. Just add your investment, pick the target weight for each section and fund your selection. Your money automatically flows to the right target allocation. High-performers exceed the target weight and the underperformers recede. 

This app enables you to convert your mobile phone or tablet into a trading platform for commission-free stock or ETF trades. You can enhance your trading power by buying fractional shares or borrowing investment capital for as low as 2%. 

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

Best for Comprehensive Advice: 4J Wealth Management

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

  • Comprehensive financial planning
  • Asset management
  • Personal tax planning
  • Retirement planning 
  • Estate planning
  • Risk management analysis

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

4J WEALTH MANAGEMENT, LLC

4J WEALTH MANAGEMENT, LLC

$108,964,611
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
No account minimum
4
81
Yes
41
4
  • Financial planning services
  • Pension consulting services
Address

320 KING ST. SUITE 10BALEXANDRIA VA, 22314

Phone number

(703) 566-9573

Best for Family Advising: Katz Family Financial Advisors, LLC

Katz Family Financial Advisors is a family-owned business with a family-oriented approach. The firm uses its proprietary financial model to help families plan a financial future.

The team accommodates multigenerational goals by accepting small accounts within your family. The Katz team values educating people on the various aspects of financial planning. Regular financial seminars are held at community centers, schools and offices. 

KATZ FAMILY FINANCIAL ADVISORS, LLC

KATZ FAMILY FINANCIAL ADVISORS, LLC

$140,453,684
  • A percentage of assets under your management
No account minimum
2
125
Yes
34
8
  • Financial planning services
Address

3307 DUKE STREET ALEXANDRIA VA, 22314-4522

Phone number

301-961-6030

Empower
Best For
  • High Net Worth Individuals
securely through Empower's website

Best Portfolio Analysis: Personal Capital

Personal Capital’s portfolio tool can help you evaluate the performance of your investments. It compares your current portfolio allocations with expert allocations designed to minimize risk and increase returns. Use the comparison to help you improve your strategy.

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 all your investments into a single number. 

You can also contact a Personal Capital financial advisor to get a free consultation for 0.89% for the first $1 million.

Best for Business Advice: Verdence Capital Advisors

Verdence 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 family office services.

Managing Director Leo Kelly ranked 29th on Barron’s list of Top 100 Independent Wealth Advisors in the U.S. in 2016.  

VERDENCE CAPITAL ADVISORS, LLC

VERDENCE CAPITAL ADVISORS, LLC

$1,374,835,400
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
No account minimum
15
590
Yes
18
8
  • Financial planning services
Address

217 INTERNATIONAL CIRCLE SUITE 200HUNT VALLEY MD, 21030

Phone number

410-472-5380

Best for Investment Management: McGinn Investment Management Inc.

McGinn Investment Management specializes in portfolio management. The firm uses the value investing style of buying and holding 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-net-worth individuals and a mutual fund — the Union Street Partners Value Fund.

MCGINN INVESTMENT MANAGEMENT INC

MCGINN INVESTMENT MANAGEMENT INC

$77,054,091
  • A percentage of assets under your management
$500,000
2
N/A
Yes
63
4
    Address

    277 S. WASHINGTON STREET SUITE 340ALEXANDRIA VA, 22314

    Phone number

    703-548-2555

    Frequently Asked Questions

    Q

    How do you evaluate a financial advisor?

    A

    When evaluating a financial advisor, consider these factors:

    • Does the advisor receive compensation through fees or commission? 
    • Does the advisor provide continuous or periodic advice?
    • Is the advisor a fiduciary? 
    • Does your potential advisor offer discretionary trading or non-discretionary trading? Discretionary trading allows your broker to make trades within your account without consulting you first.
    Q

    Do I need a financial advisor for retirement?

    A

    Yes. It’s difficult to anticipate all 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 help you address the financial considerations of retirement.

    Q

    Can financial advisors help mitigate debt?

    A

    Yes. A good financial advisor can help you get control of your debt by properly assessing your debt situation and developing a long-term strategy to secure a healthy financial future for you.

    Choose a Financial Advisor in Alexandria, VA

    A financial plan is an essential part of shaping your future and a financial advisor can support you in the areas where you need guidance. These Alexandria financial advisors have proven that they can help you reach your financial goals.

    Methodology

    To determine the top financial advisors in Alexandria, we pored through all SEC-registered advisory firms who have an office in Alexandria. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.