View Profile

Davidov & Associates, CPA

(16)

Emails
Tax Filing

“If you are still thinking about a CPA to choose, he is definitely a right fit for a lot of his clients, myself and, I'm pretty sure, will be for you as well.”

i

View Profile

Good Life Financial Advisors of Nova

(28)

Information
Managing
Company

“He has been my wife and my financial advisor for several years, recently helping me navigate both financially and spiritually through her unexpected loss.”

i

View Profile

Monument Wealth Management

(23)

Strategy
Expertise
Matter

“At Monument, I had the opportunity to gain a new sense of professionalism and a more precise understanding of what it means to be in a professional business environment.”

i

View Profile

Murphy & Associates

(1)

“Boutique CPA firm specializing in small business accounting and a full range of tax services.”

i

View Profile

Wesling Financial Planning Services

(2)

“I give Wesling Planning Services my highest recommendation.”

i

View Profile

Stock Plan Advisory Group

(3)

Retired
Goals

“I was so excited when I learned that Wade had started his own business after having a brief but impactful interaction with him in his prior role working for Voya.”

i

The 24 firms listed for Alexandria, VA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Alexandria, VA

All 24 firms we list here are in Alexandria itself. We have 33 firms in Alexandria on file; this page shows the highest-rated 24. 15 of the firms on this page have a rating, from 3.9 to 5.0 across 99 reviews; 14 are rated 4.5 or higher. 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), personal financial planning (2), portfolio management (2) and tax services (2). 1 lists staff certifications (CFP). Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers remote or virtual consultations; 1 offers payment plans; 2 offer a free initial consultation; 1 is family- or locally-owned and 2 list coupons or special offers. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 20 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Alexandria take financial planning bookings online?

3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

View Profile

JTM Williams Capital Management

(3)

“Matt, thank you for helping me and my family navigate the complexities of financial management.”

Featured

Do you live in Alexandria and continue to set ambitious financial goals only to find yourself falling short time and time again? The culprit behind your disconnect might actually be hidden in plain sight: your financial bad habits that have been going unnoticed in your daily routine. Bad financial habits are ingrained behaviors that can quietly but steadily derail your progress towards your financial goals. For some people, negative financial habits may manifest as overspending or impulsive decisions, but other times, poor financial habits are simply a lack of awareness.

i

View Profile

Fischer Wealth Advisors

i

View Profile

Thrive Wealth Advisors

(3)

“These Advisors are very smart and give wonderful services”

i

View Profile

4J Wealth Management

(1)

“To increasing my wealth substantially this past year, they have all been both knowledgeable and responsive to my inquiries.”

i

View Profile

Mc Ginn Investment Management

i

View Profile

Edgar Lomax Co

i

View Profile

Pathstone

i

View Profile

Campbell Wealth Management

(4)

Team
Company

“Our portfolio has risen at a rate we appreciate; we're reaching the goals we've worked out with our planner; and we're confident that our retirement is in solid hands.”

i

View Profile