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Stinnette, Craighead & Golston

(3)

“Top notch accounting firm, really on top of their game, love doing business here!!!!!”

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American Financial Planning

(3)

“Maynard also helped our daughter prepare for college by recommending guidelines to maximize her access to college funds, completing her FASFA and discussing career opportunities that would fit her special gifts and talents.”

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IFA Wealth

(3)

Geneos Wealth Management, Location, IFA Educational Services

“I felt like they really tailored a program that fits my needs.”

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Integrity Financial Planning

(2)

Wealth Enhancement, Wealth Preservation & Protection, Charitable Giving

“Brian is very thorough and I am impressed by his attention to detail.”

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Wayne Firebaugh

(1)

“Very nice man great business..”

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Taylor Financial Group

Client Forms/Documents

“Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors on the...”

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Budd & Company, PLC

(1)

Business Services, Services For Individuals, Tax Services

“He has been great to work with and surpassed my expectations every year.”

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Bluewater Financial Services

(1)

“Just call or stop in to find out..”

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Upward Financial Planning

(6)

“I went with Daniel because he is knowledgeable, has taken a genuine interest in helping, and he is younger than me.”

FAQs

What do I do with my old 401(k)?

If you have retirement accounts from former employers we can look at how that fits into your overall strategy and we can roll it over to an account with us for ongoing management.

Is there an account minimum balance?

Daniel chooses to work with anyone who can pay his fee, regardless of account size or investable assets. The cost for a financial plan varies depending on complexity. UFP does have a minimum account size for asset management of $250,000, but Daniel may make exceptions to this at his own discretion. You can do a financial plan without asset management and vice versa, so you can still do a financial plan with no investable assets.

How much does it cost?

Each financial plan is different so the cost will vary based on complexity, but you can pay for financial planning via an upfront planning fee, monthly retainer fee, or combination of the two. Fees for investment management are debited from your account quarterly. Fees for tax preparation are due when the tax return is finished. You can pay via check, card, or cash.

We try to answer commonly asked questions like these on the FAQ page of our website.

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Sagecreek Planning & Investments

(1)

Families, Who We Help Families Business Owners Pre-Retirees & Retirees, Financial Calculators

“Retired happily with John Bradberry's help.”

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Beacon Wealth Consultants

(1)

“The ongoing interaction with transparency gives evidence that my interest is protected.”

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Blue Ridge Financial

(1)

“I was hesitant but upon meeting Amy I was straight away put at ease, Amy is approachable, professional and thorough.”

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Ayers Financial Services

“The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership ...”

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McLeod Enterprises

“Our company operates and manages a diverse group of entities in the fields of child care, family recreation, education, real estate and property management and philanthropy in the Roanoke, VA area and surrounding communities. All with the aim of help...”

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Stanley G. Boatwright

Report This Content, Stanley G Boatwright, PC, Quality Control

“Stanley G. Boatwright, PC is an independent Roanoke CPA firm, serving Roanoke, Salem, Vinton and surrounding areas for over 30 years. Our Roanoke accountants provide accounting, tax, QuickBooks and consulting services to individuals, businesses, esta...”

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Shrader Wealth Advisors

Businesses, Individuals

“As a financial advisor, my primary goal is to create a personal advisory relationship to influence the decisions my client's make in a positive way, which will not guarantee, but will put them in the best possible position to achieve what they value ...”

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Frank A. Leyes & Associates; Private Wealth Management

(1)

“Have always been please with the advice and interactions I have had with this office.”

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Secure Financial Group

“Bryan Rich has been serving clients for over 30 years. He strives to teach a balanced approach to retirement while highlighting both the positives and negatives of options available. He began his financial services career in North Carolina in 1992 up...”

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Titan Wealth Management

Investments, Financial Planning, Retirement Plans

“Titan Wealth Management is a comprehensiveWealth Planning Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Retirement Planning, Estate Planning, Education Planning, Tax ...”

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Baumoel & Goodman I Financial Strategies

Geneos Wealth Management, Location, IFA Educational Services

“As independent financial advisors, our mission is to provide unbiased advice and unsurpassed service in the areas of investments, risk management, retirement planning, 401k rollovers, IRA rollovers, ROTH IRAs, individual brokerage accounts and estate...”

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Guidant Investment Group

Calculators, Articles, Flipbooks

“Guidant Investment Group created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with skille...”

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First Choice Cash Advance

(3)

“It was quick and pleasant”

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Focusone Integrated Financial Planning

(1)

“These people are wonderful and are helping me tremendously”

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Pearman & Co

“But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. With Pearman & Co.we can hel...”

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Average Cost	$3483
Minimum cost	$1161
Maximum cost	$9868
Avg Per Hour Rates	$349

Best Financial Advisors in Roanoke, VA

The highest-rated Financial Planning & Wealth Management companies out of 161 vetted & reviewed in the Roanoke area.

Stinnette, Craighead & Golston

American Financial Planning

IFA Wealth

Integrity Financial Planning

Wayne Firebaugh

Taylor Financial Group

Budd & Company, PLC

Bluewater Financial Services

Upward Financial Planning

Sagecreek Planning & Investments

Beacon Wealth Consultants

Blue Ridge Financial

Ayers Financial Services

McLeod Enterprises

Stanley G. Boatwright

Shrader Wealth Advisors

Frank A. Leyes & Associates; Private Wealth Management

Secure Financial Group

Titan Wealth Management

Baumoel & Goodman I Financial Strategies

Guidant Investment Group

First Choice Cash Advance

Focusone Integrated Financial Planning

Pearman & Co

Retirement Planning and Investment Management Services in Roanoke, VA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Roanoke

Popular in Roanoke