Ashburn, VA

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Ashburn, VA
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Best Financial Advisors in Ashburn, VA

The highest-rated Financial Planning & Wealth Management companies out of 117 vetted & reviewed in the Ashburn area.

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Kenneth K. Liu, CPA

Kenneth K. Liu, CPA

(49)
  • Tax Laws
  • Communication
  • Questions
“Mr Liu helped me take care of my Mom's taxes, it's daunting to take on someone's finances, but his checklist was helpful and his patience with me not being tech savvy also helpful!!”
In Business Since 2008
44081 Pipeline Plaza #215, Ashburn, VA 20147
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Capital Fiduciary Advisors

Capital Fiduciary Advisors

(27)
Wealth Management, Pre- and Post-Sale Business Liquidity Planning, Estate Planning
“He is open, honest and easy to talk with regarding our retirement planning and always takes the time to explain things in a way that makes us feel comfortable and confident.”
In Business Since 2020
20130 Lakeview Center Plaza Ste. 400, Ashburn, VA 20147
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Ravi B CPA & Company

Ravi B CPA & Company

(12)
Services For Govt. Contractors, Business Services, Tax Services
“I am using their services for the past few years and I am very pleased and would highly recommend for anyone who is looking for Tax services and the rest is assured that you are in good hands.”
Offers Financing Options
In Business Since 2013
Family Business
Transparent Fees & Pricing
44110 Ashburn Shopping Plz #223, Ashburn, VA 20147
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VG CPA

VG CPA

(26)
  • Email
  • Review
  • Pay
“Very mature and in-depth knowledge on taxation, my business an personal taxes were done very well, all of our business employees and friends use Vi Kas services”
Accepts All Major Credit Cards, Check
In Business Since 2015
Transparent Fees & Pricing
CPA, CPA, CPA, CPA, CPA, CPA Certified
44790 Maynard Square STE 190, Ashburn, VA 20147
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Kheire & Associates

Kheire & Associates

(1)
Business Services, Services For Individuals, 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.”
Free Initial Consultation
In Business Since 2016
Transparent Fees & Pricing
44081 Pipeline Plaza, Ashburn, VA 20147
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Apt Accountants

Apt Accountants

(4)
Cryptocurrency Accounting Services, Business Services, Tax Relief
“Income taxes were completed promptly and professionally.”
Offers Financing Options
In Business Since 2022
Free Initial Consultation
Transparent Fees & Pricing
44679 Endicott Dr Suite 300, Ashburn, VA 20147
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Courser Capital Management

Courser Capital Management

Financial Planning For Business Owners, Financial Planning, Women in Transition
“We provide financial retirement planning, estate planning and wealth management services near you in Virginia helping you with informed investment decisions.”
In Business Since 2021
20416 Bashan Dr Ste. 201, Ashburn, VA 20147
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Halpern Financial

Halpern Financial

Solutions For Concentrated Stock Positions, Private Wealth Management, C-Suite Executives & Industry Leaders
“Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, ...”
In Business Since 2000
20365 Exchange St Suite 200, Ashburn, VA 20147
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Arbor Private Wealth

Arbor Private Wealth

(1)
“Eric and his team are incredibly detailed and professional.”
In Business Since 2021
44679 Endicott Dr Suite 300, Ashburn, VA 20147
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Salley Wealth Management

Salley Wealth Management

“Trusted, professional advice committed to treating you like our only client.”
In Business Since 2011
44075 Pipeline Plaza #300, Ashburn, VA 20147
FAQs
How do your fees compare with the fees charged by other firms?
Our fees are very attractive when compared to most brokerage firms and banks. We keep our internal costs low and pass on these efficiencies to our clients.
What kind of investments do you use?
A portfolio may typically utilize mutual funds and exchange-traded funds. At times, we may also utilize individual fixed income positions and alternative investments as well as insurance-based solutions such as life insurance and annuities depending on your financial plan. We are not stock pickers and are not in the businesses of trading positions for short-term profits.
Do you develop financial plans?
Yes. We believe that comprehensive wealth management begins and continues with a financial plan. Each plan is unique to each client and may address a variety of areas. Planning services are charged at an hourly basis.
More answers can be found on the FAQ page of our website.
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Edwards & Owens Wealth Management

Edwards & Owens Wealth Management

Articles of Interest, Services Offered, Network Professionals
“Edwards & Owens Financial Strategies and Wealth Management specializes in helping individuals and families plan for and reach financial success. We provide financial advice to a select group of pre-retirees and retirees to help them clarify and set t...”
In Business Since 2008
44927 George Washington Blvd, Ashburn, VA 20147
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The Lewis Financial Group

The Lewis Financial Group

Your Employer Retirement Plan, How We Help Clients, Planning
“We understand the unique needs and goals inherent in multigenerational planning, as well as the importance of serving multigenerational families through consistent financial planning. ”
In Business Since 2009
20755 Williamsport Pl #140, Ashburn, VA
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Fenway Financial Group

Fenway Financial Group

“Welcome to Fenway Financial Group. My my name is Song 'Fenway' Park. We know there are a lot of financial choices you have to make in your lifetime, including choosing who you want to work with to help navigate the complex world of investments and fi...”
In Business Since 2010
100 44675, Cape Ct, Ashburn, VA 20147
Featured

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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Different Investments

Different Investments

“When Harry Markowitz hypothesized the Modern Portfolio Theory he did so with the belief that asset allocation and diversification were two of the central tenants that explain how a portfolio of traditional asset classes will perform. At Different Inv...”
In Business Since 2020
CFP Certified
44679 Endicott Dr Suite 333, Ashburn, VA
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Locke Advisory Services

Locke Advisory Services

Tax Planning and Preparation For Individuals, Investment Management, Business Services
“Detailed information pertaining to Locke Advisory Services' qualifications, business operations, fees and service offering can be found in the firm's disclosure Brochure which appears as Part 2of Locke Advisory Services' Form ADV. Additional informat...”
In Business Since 2017
Transparent Fees & Pricing
19879 Mellon Cir, Ashburn, VA 20147
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Acuity Financial Services Group

Acuity Financial Services Group

In Business Since 2004
44031 Pipeline Plaza STE 305, Ashburn, VA 20147
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JMU Tax & Financial

JMU Tax & Financial

(15)
Payroll, Tax Preparation, Accounting
“Did you buy a house in the middle of a pandemic and not have a ton of cash for the ridiculous market, and had to sell a tiny Telco stock, who acts as their own transfer agent, to pull together enough to not crumble under mortgage insurance premiums”
In Business Since 2003
Licensed, BBB Rating: A+
14637 Lee Hwy #108, Centreville, VA
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Farr Law Firm

Farr Law Firm

(49)
Lgbtq Elder Law, Rental Property Protection: Llcs vs. Asset Protection Trusts, Asset Protection For a Later Marriage – Trusts and Prenups
“Rather than trying to find a way to sell him a bigger package, they took the time to listen to what his needs and concerns were, and provided exactly that.”
Accepts All Major Credit Cards
In Business Since 1995
Licensed, BBB Rating: A
Serving Ashburn Area
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Numbersquad

Numbersquad

(50)
  • Financial
  • Work
  • Employment
“Anyway, I called and got to talk to Nasim, who was very professional, helpful and provided great guidance to make sure I had all the documents necessary for my specific tax situation before the appointment.”
In Business Since 2015
Transparent Fees & Pricing
Serving Ashburn Area
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SK Cpas & Business Advisors

SK Cpas & Business Advisors

(45)
Financial Services, Tax Service, Total Accounting Care
“Once the software became available the return was prepared in a timely fashion and the necessary letter from the IRS was received to support portability if that becomes necessary in the future.”
Free Initial Consultation
In Business Since 1996
Accepts All Major Credit Cards
4460 Brookfield Corporate Dr suite f, Chantilly, VA
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Smith CPA & Associates

Smith CPA & Associates

(48)
  • Priced
  • Knowledge
  • Documents
“I switched from my former CPA firm of over 20 years to Smith CPA & Associates for my 2023 returns and was impressed with their responsiveness, timely filing, and ease of the overall process.”
Transparent Fees & Pricing
In Business Since 2015
Family Business
Accepts Check, Cash, All Major Credit Cards
Serving Ashburn Area
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Kang & Thomas

Kang & Thomas

(48)
  • Money
  • Tax Laws
  • Skills
“We met briefly again this spring just to go through a few questions he had, and he is so thorough, we feel so much relief having a professional do it and have no doubt that everything is being filed correctly now.”
In Business Since 2011
Serving Ashburn Area
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Paytech Trust

Paytech Trust

(43)
  • Job
  • Calls
  • Money
“He's always available for us whenever we need him (answering calls right away and any questions we have) - We've been working with him for more than 2 years and it's great doing business with him!”
In Business Since 2019
Remote Consultations Available
3901 Centerview Dr suite f, Chantilly, VA
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Craig Rosenfeld

Craig Rosenfeld

(31)
  • Market
  • Resources
  • Call
“He was very responsive throughout the process including assisting with the inspection, the loan process, the closing, and even after the move, he helped us with finding the right contractors.”
Transparent Fees & Pricing
In Business Since 2006
Emergency Services
6, Montgomery Village Ave suite 200, Gaithersburg, MD
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Retirement Planning and Investment Management Services in Ashburn, VA Cost Estimates

Minimum cost
$1023
Maximum cost
$8692
National Average
$3068
Avg Per Hour Rates
$307
$2046
$5624
Typical price range is based on 387 cost profiles
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Average Cost $3068
Minimum cost $1023
Maximum cost $8692
Avg Per Hour Rates $307

Typical range $2046 to $5624 is based on 387 cost profiles.

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