Best Financial Advisors in Leesburg, VA

The highest-rated Financial Planning & Wealth Management companies out of 103 vetted & reviewed in the Leesburg area.

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
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Khalid Yousif & Associates

Khalid Yousif & Associates

Individuals, Payroll Services, Expats
Accepts Cash only
In Business Since 1998
6066 Leesburg Pike #650, Falls Church, VA 22041
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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 2005
Accepts All Major Credit Cards
208 S King St # 201, Leesburg, VA
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Argent Bridge Advisors

Argent Bridge Advisors

(1)
“Will continue to recommend them to all family and friends.”
In Business Since 2019
8045 Leesburg Pike Suite 250, Vienna, VA 22182
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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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Madison Wealth Management

Madison Wealth Management

“We are dedicated to working closely and confidentially with high and ultra-high net worth people and organizations, delivering customized, objective, and carefully considered guidance to help successful people make smart decisions with their money.”
Accepts All Major Credit Cards
In Business Since 2012
106 Harrison St SE Suite 300, Leesburg, VA
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Avenue Wealth

Avenue Wealth

(1)
“I am in my second week of freezing with no heat as a disabled woman and close to foreclosure as the funds are critical to a change in life circumstance.”
In Business Since 2006
8075 Leesburg Pike 5th floor, Vienna, VA 22182
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BDA Financial

BDA Financial

College Planning, Financial Services For Federal Employees, Socially-Responsible Investing
“No two clients are alike, therefore no two plans should be, either. We are independent financial advisors that work for you. Using cutting-edge planning technology, we get to know you and your unique situation and make recommendations that are in you...”
Accepts Debit, Check
In Business Since 2014
Family Business
19301 Winmeade Dr, Leesburg, VA
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John Forcier | LPL Financial

John Forcier | LPL Financial

Newsletters, Videos, Articles
“I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.The Web site is designed to help you gain a better understanding of the fina...”
Accepts All Major Credit Cards
In Business Since 1991
509 Fairfield Way SW, Leesburg, VA
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Booth Investment Group

Booth Investment Group

Insurance Needs, Wealth Management, Educational Planning (529's/Ugma/Utma)
“Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach ...”
Transparent Fees & Pricing
In Business Since 2009
44160 Scholar Plaza Suite 350, Leesburg, VA
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Rembert Pendleton Jackson

Rembert Pendleton Jackson

Institutions and Non‐profits, Individuals and Families
“Life meets money any time lives change and as milestones happen – graduations, new jobs, getting married, having kids, buying houses, starting a business, inheriting money, getting divorced, having grandkids, and financial independence and retirement...”
In Business Since 1980
7647 Leesburg Pike, Falls Church, VA 22043
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Variant Private Wealth

Variant Private Wealth

Investment Advisory, Financial Planning, Tax Services
“Investors should consider an investment's investment objective, risks, charges, and expenses carefully before investing. In the case of mutual funds and ETFs (Exchange Traded Funds) a prospectus is available which contains this and other important in...”
In Business Since 2017
8133 Leesburg Pike Suite 720, Vienna, VA 22182
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R L Consulting Services

R L Consulting Services

19228 Charandy Dr, Leesburg, VA
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Polaris Financial Strategies Group

Polaris Financial Strategies Group

“From wealth management to estate concerns, we're ready to help.”
In Business Since 2015
2, Cardinal Park Dr SE Suite 101 B, Leesburg, VA
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Steigerwald, Gordon & Koch Wealth Advisors

Steigerwald, Gordon & Koch Wealth Advisors

“* Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience...”
Accepts Cash
In Business Since 2003
893-A Harrison St SE, Leesburg, VA
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Clover Leaf Wealth Strategies

Clover Leaf Wealth Strategies

“Cortney Heykoop has been in the banking and financial services industry since 1999. Cortney graduated from The Catholic University of American in 1998 with a degree in International Economics and Finance. While spending most of her career in finance,...”
In Business Since 2018
43177 Nikos St, Leesburg, VA
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Linda J. Black Chfc,gfs, Ricp, Chfebc

Linda J. Black Chfc,gfs, Ricp, Chfebc

“Linda Black has worked within the financial services industry since 1998 with investment and insurance companies as well as securities firms. She has a solid financial foundation, and knowing the industry from the inside out gives her a clear advanta...”
In Business Since 2009
101 Wirt St SW Suite 200, Leesburg, VA
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Seniorlifestylemortgage.com

Seniorlifestylemortgage.com

“After 14 years as a Reverse Mortgage Loan Advisor, preceded by 30 years as a Technology Start-up Entrepreneur, I have now reached that perfect time to consider the other aspects of a full life. As I continue my life's journey, I will reflect on the p...”
In Business Since 2009
38782 Mt Gilead Rd, Leesburg, VA
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Virginia Managed Investment

Virginia Managed Investment

“Preserving capital and managing risk are two important objectives for investors, and in today's global economy, they can be more challenging than ever. Over the years, I've had the privilege of helping clients manage the complexities of their wealth ...”
In Business Since 2009
28 W Market St, Leesburg, VA
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LII Wealth Management

LII Wealth Management

“Fee paid for use of logo. The Forbes Top Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by Shook Research, LLC, which ...”
In Business Since 2016
5 Wirt St SW Suite 100, Leesburg, VA
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KP Insights Llc

KP Insights Llc

“Every business needs a CFO, even if just for a few hours per week or month. Maybe its financial restructuring, acquiring debt financing, merger or acquisition or just long term financial vision, our team has helped clients in all of these areas. That...”
In Business Since 2014
110 E Market St, Leesburg, VA
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Washington Tax & Financial Service

Washington Tax & Financial Service

(1)
“They prepared and filed all necessary documents to obtain the business license.”
5881 Leesburg Pike, Falls Church, VA 22041
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Hemington Wealth Management

Hemington Wealth Management

“Our approach is fully aligned with our clients' best interests. We are fee-only (do not earn commissions), hold ourselves to a fiduciary standard (our obligation is to our clients, not to our firm) and provide the comprehensive wealth management that...”
In Business Since 2013
7651 Leesburg Pike, Falls Church, VA 22043
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Sherwood Capital

Sherwood Capital

“We stay with clients for the long-term and help them navigate through market highs and lows. Our team develops customized financial solutions for individuals, families, professionals and business owners. We help clients chart the best path to their f...”
In Business Since 2012
8133 Leesburg Pike STE 400, Vienna, VA 22182
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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

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

Why these companies made our list

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