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SK Cpas & Business Advisors
- Decisions
- Questions
- Work
“I have used Frank for my taxes for many years and have always been extremely happy with the accuracy and promptness of the work that has been performed.”
Best Financial Advisors near Chantilly, VA
We have 3 firms in Chantilly on file, and all of them are on this list, along with 21 from towns including Reston (5, 7 mi), Fairfax (3, 8 mi) and Sterling (3, 8 mi).
3 open weekends · 21 rated 4.5+
Data verified October 16, 2026
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Pegasus Financial Group
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Gladwyn Financial Advisors
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Xpertax
- Questions
- Price
- Attention
“Roy Reynolds and his team at Xpertax are very professional and friendly, the process of reporting my taxes was very clear and relaxed, Roy makes this process not stressful, 100% satisfied with his help.”
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Kang & Thomas
- Business Tax
- Questions
- Tax Laws
“Michael has been my CPA for over ten years now and each year I've visit him, I've always been very impressed at how good he is at crunching numbers as well as the amount of time he spends in making sure all my itemization are properly accounted for t...”
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Kenneth K. Liu, CPA
- Questions
- Communication
- Tax Preparer
“Liu was definitely a savior--he was able to fit me in at the last minute when my brokerage was late in getting some tax info to me (that does not get sent out from the source stocks until near to the tax due date), and he was the only one I could fin...”
The 24 firms listed for Chantilly, 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: Chantilly, VA
22 of the 24 firms on this page have a rating, from 4.4 to 5.0 across 605 reviews; 5 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (90%), responsiveness (86%) and quality (75%). The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "attention to detail". 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are accounting (3), financial planning (3), small business accounting (3), tax planning (3) and tax services (3). 1 lists staff certifications (CPA) and 2 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 38 years. 1 offers payment plans and 5 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; all 24 publish a contact page; 22 list a public email and 4 take bookings online. 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.
Why are financial advisers outside Chantilly listed here?
3 of the 24 firms are located in Chantilly. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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JMU Tax & Financial
“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”
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Lucas, Moreland and Mastbrook
- 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.”
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Clark Joan F CPA
“We've been customers for over 10 years and we're very satisfied with the service.”
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Capital Fiduciary Advisors
- Consistency
- Asset
- Competent
“Its one thing to have experience, a successful track record and knowledge (derived from the prior two)- but its the urgency, the character, the consistency and the surgical execution from Capital Fiduciary Advisors that makes them second to none.”
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Acorn Financial Services
- Strategic
- Team
- Interest
“It has been a game-changer as they became a trusted partner in our financial journey, holistically understanding our family's financial objectives, concerns, and unique circumstances while crafting our personalized plan empowering us to make informed...”
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Florin Group
- Future
- Team
- Leaders
“I was blown away by how Tracy combines high-level financial knowledge and strategy with a keen sense of emotional intelligence, empathy, and the rare ability to discern the energetic blockages beneath the surface that are holding someone back from ac...”
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Potomac Wealth & Tax
- Financial
- Attention
- Questions
“I started working with Michael around the time of the recent financial dip and he has helped my family stay true to our long term investment strategy even in a time when emotions tend to drive decisions.”
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David Wealth Management
- Retirement
- Goals
- Mind
“Jim quickly got into the details of my existing portfolio and didn't just assume away that certain items needed to transfer into other investment vehicles (actually, two remained when we finished our analysis.”
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Leaf Point Solutions
“Leaf Point Solutions continues to do a great job with my company's Accounting and CFO level work.”
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Corbett Road Wealth Management
- Company
- Goals
“They navigated difficult investment parameters due to employee restrictions with ease, and strike a great balance between the current market and our long term financial goals.”
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Synergy Consultants & Cpas
“They are not just an accountant office , but a business adviser that they will be guiding you toward your success and achieving your financial goals.”
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T.M. Wealth Management
- Respect
- Goals
- Portfolio
“He is extremely generous with his time, always making sure you are comfortable with the topic at hand and maintaining a clear understanding of its importance.”
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Quantum Accounting & Tax
- Team
“Highly organized and efficient, she made a relatively painful process incredibly easy and straight forward, not to mention the services were completed in record time!!”
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Surefinbiz Financial Services Company
- Team
- Retirement
“Recently I got my financial portfolio reviewed by Sure Fin Biz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options.”
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Kheire & Associates
“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.”
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Planwell Financial Planning
- Patient
“David is highly knowledgeable with regard to financial planning and takes the time to educate you to make the right decisions to make sure you have a stable retirement plan and make smart investments.”
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IFS Consulting Group
- Expertise
“When my husband and I started looking for a financial advisor last year, we wanted someone to help us with our spending & debt just like a personal trainer would help someone lose weight.”
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BMD Professional Consulting Cpas
“Updating to add that he does online consultations, and he has a secure portal where you can upload and download your documents and make payments.”
Retirement Planning and Investment Management Services in Chantilly, VA Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 388 cost profiles
Why these companies made our list
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