Best Financial Advisors Near You

The highest-rated nearby Financial Planning & Wealth Management firms out of 339 vetted & reviewed businesses.

Ravi B CPA & Company

Ravi B CPA & Company

(12)
Quickbooks Services, Services For Individuals, Tax Services
“If you are looking for CPA agency who can handle complex personal and business taxes like a bigger agency will do but also have a personal touch of a small agency, this is the one for you.”
Transparent Fees & Pricing
Family Business
In Business Since 2013
Offers Financing Options
Serving Leesburg Area
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Berg Faircloth & Company

Berg Faircloth & Company

(1)
Business Services, Services For Individuals, Tax Services
“Love the team at Berg and Faircloth.”
Family Business
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2006
44135 Woodridge Pkwy #200, Leesburg, VA
i
Fran E Taylor CPA

Fran E Taylor CPA

(5)
Payroll Services, Strategic Business Planning, Tax Preparation & Planning (Business, Individual)
“She explained everything in great detail so that even I could understand it.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2014
Remote Consultations Available
Serving Leesburg Area
i
Hendershot Burkhardt Tax Services

Hendershot Burkhardt Tax Services

(1)
“Worked with Hendershot Burkhardt for many years, great company and great people!”
Licensed, BBB Rating: A+
In Business Since 2001
Accepts All Major Credit Cards
Serving Leesburg Area
i
Gumax Cpas and Consultants

Gumax Cpas and Consultants

(3)
Industries, Tax Services, Services For Quickbooks
“Gumax has been handling my taxes (personal and business) for over 10 years.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2020
Offers Financing Options
Serving Leesburg Area
i
Kheire & Associates

Kheire & Associates

(1)
Industries, Tax Services, Quickbooks Services
“Kheire not only helped me properly file my taxes, and enlightened me on ways to get money back but gave me financial advise that I could not put a price tag on.”
Transparent Fees & Pricing
In Business Since 2015
Free Initial Consultation
Serving Leesburg Area
i
JS Morlu

JS Morlu

(8)
Tax▼, Attest & Assurance▼, Accounting▼
“John Morlu and his associates have represented Shield for years, guiding us with excellent fiscal advice and the best support as we navigate the complex requirements of taxes.”
Remote Consultations Available
In Business Since 2012
Serving Leesburg Area
i
Lifetime Financial Planning

Lifetime Financial Planning

(1)
“Trustworthy-honest We have been doing business with Dean for a few years now, all positive experiences.”
CPA Certified
In Business Since 2004
Accepts All Major Credit Cards
208 S King St # 201, Leesburg, VA
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Morgan Financial Group

Morgan Financial Group

(1)
Tax Planning, Wealth Management, Estate Planning
“Good listening, responsive to my needs, well informed and highly skilled”
In Business Since 2001
Serving Leesburg Area
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Legacy Wealth Management

Legacy Wealth Management

(3)
“Jay is extremely knowledgeable and truly has his clients' best interests at heart.”
In Business Since 2014
Serving Leesburg Area
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CPA Offices of Sandra

CPA Offices of Sandra

(1)
“I had a very good experience in tax filing this year and highly recommend her!”
In Business Since 2005
Serving Leesburg Area
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Futurity Capital

Futurity Capital

(1)
“One of their features that I liked the best and found refreshing was the fact that they are independent and fee-only and that I did not have to be subjected to a hard sell of life insurance or an over priced mutual fund that I did not want or need.”
In Business Since 2011
Serving Leesburg Area
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Toth Financial Advisory Corporation

Toth Financial Advisory Corporation

(1)
“Awesome staff works as a team to manage my portfolio.”
In Business Since 2000
608 S King St #300, Leesburg, VA
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Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Average price range is based on 874 cost profiles
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National Average $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Typical price range $2080 to $5720 is based on 874 cost profiles.

Why these companies made our list

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