Best Financial Advisors in Ashburn, VA

24 firms listed · 13 in Ashburn · 5 open weekends · 17 rated 4.5+ · 1 shows a license

Data verified October 16, 2026

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
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Capital Fiduciary Advisors

Capital Fiduciary Advisors

(27)
  • Financial Advisor
  • Competent
  • Interests
“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
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Kheire & Associates

Kheire & Associates

(1)
“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 2014
Transparent Fees & Pricing
44081 Pipeline Plaza, Ashburn, VA
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Courser Capital Management

Courser Capital Management

In Business Since 2021
20416 Bashan Dr Ste. 201, Ashburn, VA
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Halpern Financial

Halpern Financial

In Business Since 2000
20365 Exchange St Suite 200, Ashburn, VA
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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
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The 24 firms listed for Ashburn, 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: Ashburn, VA

Of the 24 firms we list here, 13 are in Ashburn itself and 11 come from towns including McLean (2, 16 mi), Sterling (1, 4 mi) and Reston (1, 9 mi). 18 of the firms on this page have a rating, from 4.4 to 5.0 across 620 reviews; 5 have 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise responsiveness (91%), professionalism (90%) and quality (74%). 5 are open on Saturdays. The services the firms on this page list most often on their websites are tax services (4), business services (3), financial planning (3), quickbooks services (2) and small business accounting (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 4 offer a free initial consultation and 1 is family- or locally-owned. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Ashburn 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.

Salley Wealth Management

Salley Wealth Management

In Business Since 2011
44075 Pipeline Plaza #300, Ashburn, VA
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Edwards & Owens Wealth Management

Edwards & Owens Wealth Management

In Business Since 2008
44927 George Washington Blvd, Ashburn, VA
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The Lewis Financial Group

The Lewis Financial Group

In Business Since 2009
20755 Williamsport Pl #140, Ashburn, VA
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Fenway Financial Group

Fenway Financial Group

In Business Since 2010
100 44675, Cape Ct, Ashburn, VA
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Different Investments

Different Investments

In Business Since 2020
CFP Certified
44679 Endicott Dr Suite 333, Ashburn, VA
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Locke Advisory Services

Locke Advisory Services

In Business Since 2017
Transparent Fees & Pricing
19879 Mellon Cir, Ashburn, VA
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Acuity Financial Services Group

Acuity Financial Services Group

In Business Since 2004
44031 Pipeline Plaza STE 305, Ashburn, VA
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SK Cpas & Business Advisors

SK Cpas & Business Advisors

(45)
  • Financial
  • Work
  • Outcome
“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
Chantilly, VA · 10 mi from Ashburn
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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
Damascus, MD · 20 mi from Ashburn
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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
Fairfax, VA · 15 mi from Ashburn
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Elderlife Financial

Elderlife Financial

(45)
  • Sale
  • Disbursement
  • Memory
“He helped me secure a loan to care for my dad and was super helpful especially when important documents were not easy to locate he helped me figure out work around when id's and SS cards could not be located!”
In Business Since 2002
Licensed
Hendersonville, TN · 533 mi from Ashburn
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Seema R. Nayyar CPA - Accurate Accounting & Taxation

Seema R. Nayyar CPA - Accurate Accounting & Taxation

(32)
  • Understand
  • Meeting
  • Kindness
“Seema Nayyar's experience and expertise were instrumental in helping me communicate with the IRS to successfully obtain the results that accurately reflected my taxes issues.”
Free Initial Consultation
In Business Since 2009
BBB Accredited
Purcellville, VA · 15 mi from Ashburn
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JMU Tax & Financial

JMU Tax & Financial

(15)
“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
BBB Rating: A+
Centreville, VA · 13 mi from Ashburn
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Lucas, Moreland and Mastbrook

Lucas, Moreland and Mastbrook

(29)
  • Insight
  • Information
“They truly care about what you need to know, understand the process and they went above and beyond to make sure that I had all information required about filling taxes in a very efficient and timely manner.”
In Business Since 2016
Mclean, VA · 16 mi from Ashburn
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Clark Joan F CPA

Clark Joan F CPA

(4)
“Professional, prompt, knowledgeable and a pleasure to work with .”
Remote Consultations Available
In Business Since 1988
BBB Rating: A+
Sterling, VA · 4 mi from Ashburn
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Acorn Financial Services

Acorn Financial Services

(29)
  • Tax
  • Interest
  • Expertise
“3 years later I consider Jon, as well as the rest of the Financial team and support staff, trusted advisors and friends that look out for the best interest of my Financial goals and the Financial goals of my family.”
In Business Since 1991
Reston, VA · 9 mi from Ashburn
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Florin Group

Florin Group

(23)
  • Financial Advisor
  • Leaders
  • Strategy
“They offer an excellent self–service portal where we can collaborate on my portfolio, and they are proactive about informing their clients of market changes and relevant information to make smart financial decisions.”
In Business Since 2012
Mclean, VA · 16 mi from Ashburn
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JD Farmer & Associates

JD Farmer & Associates

(1)
“If you're seeking dedicated and reliable CPA services, this is a tax firm that takes pride in safeguarding you, your taxes and providing the best advice!”
Accepts All Major Credit Cards
In Business Since 2002
Transparent Fees & Pricing
BBB Accredited
Germantown, MD · 15 mi from Ashburn
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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.

Why these companies made our list

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