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Lohr & Company

(38)

Future
Honesty
Confident

“I appreciate their knowledge and communication and I am confident that with every transaction they make for us that they have our own personal interest and goals at the forefront of their mind.”

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Wilkinson Wealth Management

(2)

Individuals and Retirees, Physicians, Executives and Professionals

“My questions are quickly answered with patience and detail and Jackie takes care to listen to the priorities of her clients, while also offering practical, sound advice.”

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Hantzmon Wiebel

(6)

Tax, Advisory, Audit

“I have been a client of Hantzmon Wiebel for over 15 years and have been very happy with the service they provide.”

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Wills and Associates

(8)

Services For Individuals, Quickbooks Services, Business Services

“That's why it's so comforting to know someone is always there to look out for you and the things that matter most: with professionalism, integrity, and respect.”

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Morris & Wells Wealth Management

(17)

Market
Communication
Success

“I have been a client of Morris and Wells (previously known as Darrell and King) for over 30 years and have been very satisfied with their results and way of doing business.”

Featured

Meet John Wells: After graduating from UVA’s McIntire School of Commerce, John experienced time in Washington DC, London, New York City, and Philadelphia before returning to Charlottesville in 2010. He and his wife are raising two girls in the Charlottesville community. John loves spending time enjoying the natural beauty of the area, including volunteering as a trainer on the Wintergreen Ski Patrol. #morrisandwellswealthmanagement #morrisandwells #mwwm #wealth #wealthbuilding #weathmanagement #financial #financialfreedom #financialeducation #financialadvisor #assetmanagement #charlesschwab #meettheteam...

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Vitt Law Offices PLC

(6)

“Know their business and provide sound advice.”

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M·cam International

“The financial instrument is not sponsored, promoted, sold or supported in any other manner by Solactive AG nor does Solactive AG offer any express or implicit guarantee or assurance either with regard to the results of using the Index and/or Index tr...”

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Central Virginia Small Business Development Center

(2)

Financial and Market Research, Pitch Opportunities, Business Essentials Training

“Great atmosphere!”

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Platt Financial

(2)

Financial Calculators, Useful Links, Blog

“Skip has been extremely helpful with assisting us in choosing the best healthcare plan that fits our needs.”

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Miller Financial Group

(2)

Investment Management, Insurance Planning, Business Planning Services

“Jim only uses the best components his sales team is awesome.”

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Arcuri Associates Wealth Management

(1)

Estate Planning, Tax Strategies, Investment Management

“Fantastic group of professionals here.”

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Barnett Financial Group

(1)

Flipbooks, Charting, Newsletters

“Been a client for years.”

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Woods and Waters Financial Group

(1)

Financial Planning, Insurance, Investments

“That's my dad”

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The Legacy Foundation

Sustainable Investing, Elegacy, Asset Management

“The Legacy Foundation is an independent fee-based advisory firm specializing in financial consulting for university professionals. Our goal is to add value to your financial experience through our services and programs. Our independence allows us to ...”

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Kaelber, Billmyer & Kaelber

(2)

“I called Henry and he was absolutely great to deal with and he knows his tax work.”

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Emergent Financial Services

“We are a Hispanic-owned, SWaM-certified*, fee-only, independent registered investment advisor that brings together a wealth of experience in the financial industry to help individuals and institutions attain their investment and financial goals. As a...”

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Ascent Financial Group

“When you partner with Ascent Financial Group, you get more than investment advice. You get a team of experienced CERTIFIED FINANCIAL PLANNER™ professionals who are passionate about helping you live your best life.”

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White Susan D

“If the parties have children, one of the worst things to do is to try to get them to side with one parent or the other. Parental alienation is one of the factors a court will consider when it comes to a final award of custody. It is always in the bes...”

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Petrichor Wealth Management

Flipbooks, Newsletters, Videos

“But after every drought comes rainfall. This renewing event brings life, growth, and vitality back to the hardened rocky soil. There is something organic, aromatic, and plentiful when the rains fall. There is even a sweet smell that happens… Petricho...”

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LPL Financial

Financial Planning

“The carbon credits that I have purchased are supporting the Ethiopia Clean Water Project. I can imagine a chorus echoing through the internet… “Wait a second Rich, isn't this supposed to be about carbon dioxide?” Indeed, it is. In the Sidama region o...”

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Solitude Financial Services

“Solitude Financial Services (“SFS”) is a registered investment adviser located in Charlottesville, Virginia. SFS is registered with the SEC which allows it to conduct business with clients living in any US state. SEC Registration does not imply any l...”

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Brown Advisory

“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, D...”

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Tracy Meade and Associates: Tracy Meade, Cltc

““I highly recommend working with Tracy Meade. My husband and I had let the years go by without planning for our long-term care. We were too intimidated by the products and the process. I met with Tracy, and she made it easy to understand for two peop...”

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Mangham Associates

“Helping you fulfill your purpose means being active listeners, first. It means gaining an intimate understanding of your goals, and working collaboratively with you to tailor solutions that get you there. Together, we'll look at the big picture and f...”

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Average Cost	$3019
Minimum cost	$1007
Maximum cost	$8552
Avg Per Hour Rates	$302

Best Financial Advisors in Charlottesville, VA

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Charlottesville area.

Lohr & Company

Wilkinson Wealth Management

Hantzmon Wiebel

Wills and Associates

Morris & Wells Wealth Management

Vitt Law Offices PLC

M·cam International

Central Virginia Small Business Development Center

Platt Financial

Miller Financial Group

Arcuri Associates Wealth Management

Barnett Financial Group

Woods and Waters Financial Group

The Legacy Foundation

Kaelber, Billmyer & Kaelber

Emergent Financial Services

Ascent Financial Group

White Susan D

Petrichor Wealth Management

LPL Financial

Solitude Financial Services

Brown Advisory

Tracy Meade and Associates: Tracy Meade, Cltc

Mangham Associates

Retirement Planning and Investment Management Services in Charlottesville, VA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Charlottesville

Popular in Charlottesville