Best Financial Advisors in Chesapeake, VA

24 firms listed · 17 in Chesapeake · 3 open weekends · 17 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

Woods Financial

Woods Financial

(13)
  • Questions
  • Retirement
  • Company
“We have been with Bob and Ian for a couple of years now and have received nothing short of outstanding responses to every financial question we've had.”
BBB Accredited
In Business Since 2007
Coupons & Offers
Accepts All Major Credit Cards
129 Hanbury Rd W #103, Chesapeake, VA
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MGM Financial Svc

MGM Financial Svc

(1)
“MGM Financial Svcs provided the best service I have had in several years.”
BBB Rating: A+
In Business Since 1997
Offers Financing Options
Transparent Fees & Pricing
948 Copper Stone Cir, Chesapeake, VA
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The Money Advantage

The Money Advantage

(18)
  • Podcast
  • Life
  • Kids
“The services The Money Advantage offers gives us access to the resources that mega-wealthy families have in a family office, including advice on annuities, life insurance, alternative investments, regular investments in the stock market, and estate l...”
In Business Since 2017
1545 Crossways Blvd Suite 250, Chesapeake, VA
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CLP Financial Group

CLP Financial Group

(12)
  • Financial Services
  • Taxes
  • Tax Preparation
“I have been treated with total respect and professionalism by everyone in the company from the receptionist, the tax preparer, Ms Lisa, Mr Parson, and Joshua himself.”
Free Initial Consultation
In Business Since 2003
501 Independence Pkwy Ste 350, Chesapeake, VA
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Tull Financial Group

Tull Financial Group

(6)
  • Portfolio
  • Goals
  • Expertise
“If you are looking for a highly respected, honest and trustworthy, fee only, Certified Financial Planner, I would encourage you to meet with Robin and his staff at Tull Financial Group to discuss your financial needs and goals.”
In Business Since 1999
555 Belaire Ave #130, Chesapeake, VA
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Fitzwilliams Financial / Fitzwilliams Wealth Management

Fitzwilliams Financial / Fitzwilliams Wealth Management

(14)
  • Team
  • Retirement
  • Finances
“He is a leader in his field and I highly recommend attending one of his free financial dinner seminars if you are looking to learn more about what Tim and Fitzwilliams Financial has to offer.”
Licensed
In Business Since 2015
860 Greenbrier Cir #101, Chesapeake, VA
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The 24 firms listed for Chesapeake, 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: Chesapeake, VA

Of the 24 firms we list here, 17 are in Chesapeake itself and 7 come from Virginia Beach (4, 15 mi), Norfolk (1, 15 mi) and Suffolk (1, 19 mi). 19 of the firms on this page have a rating, from 4.0 to 5.0 across 331 reviews; 1 has 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (79%) and quality (73%). 3 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), retirement planning (3), annuities (2), asset protection (2) and wealth accumulation (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans; 3 offer a free initial consultation and 1 lists coupons or special offers. 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 Chesapeake take financial planning bookings online?

4 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.

Legacy Planning Group

Legacy Planning Group

(1)
“I have had a positive experience working with Michal Fraser since about 2014, following a marriage separation.”
Free Initial Consultation
In Business Since 2018
870 Greenbrier Cir Tower II, Ste. #405, Chesapeake, VA
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Freedom Street Partners

Freedom Street Partners

(3)
“You get straight talk, good advice, and substantial returns on your investments.”
In Business Since 2013
1214 Progressive Dr, Chesapeake, VA
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Equity 1

Equity 1

(2)
  • Retirement
“So much appreciate their interaction with time devoted to make sure we had the right product!”
In Business Since 2008
1407 Stephanie Way Ste C, Chesapeake, VA
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Michael Chu - LPL Financial

Michael Chu - LPL Financial

(1)
“Outstanding financial adviser and all around great family man.”
In Business Since 2019
505 Independence Pkwy #210, Chesapeake, VA
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Sterling Financial Group

Sterling Financial Group

(1)
“He has shown me investment options that I didn't even know were available and he has a background in tax planning which is the perfect combination.”
In Business Since 2021
505 Independence Pkwy Suite 102, Chesapeake, VA
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Willard F. Robins III

Willard F. Robins III

(4)
“Bill was able to get us way more back on taxes than we were going to get ourselves, using turbo tax, and he also got us back way more than a different CPA we tried in the past!”
In Business Since 1979
308 George Washington Hwy N #3, Chesapeake, VA
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Lenard Myers CPA Chesapeake VA

Lenard Myers CPA Chesapeake VA

In Business Since 2005
1353 S Military Hwy, Chesapeake, VA
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Advantage Investing

Advantage Investing

In Business Since 1999
860 Greenbrier Cir Suite 303, Chesapeake, VA
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4 A Better Lifetime Financial Coaching

4 A Better Lifetime Financial Coaching

In Business Since 2019
500 S Battlefield Blvd #15, Chesapeake, VA
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Blackbridge Financial

Blackbridge Financial

In Business Since 2019
644 Independence Pkwy Ste 300, Chesapeake, VA
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Newman Financial Services

Newman Financial Services

In Business Since 2022
1109 Battlefield Blvd N, Chesapeake, VA
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Jarver Financial

Jarver Financial

(50)
  • Informative
  • Conversation
  • Insurance Agent
“PM guided my wife and I through the entire process, from the introduction, to moving our accounts over to answering any questions or concerns, with knowledge and humor.”
Free Initial Consultation
In Business Since 2021
Virginia Beach, VA · 15 mi from Chesapeake
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Financial Coach Seth Connell

Financial Coach Seth Connell

(26)
  • Goals
  • Debt
  • Meeting
“His coaching is very practical, and the steps he recommends are customized to fit your needs and situation, instead of some "one size fits all" approach.”
In Business Since 2018
14 mi from Chesapeake
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The Solutions Group Global

The Solutions Group Global

(8)
“The Solution Group help me vet an idea by glowing of the financial projects as well as brining clarity to several tax implications I had to consider before moving forward.”
In Business Since 2023
Norfolk, VA · 15 mi from Chesapeake
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Kenneth Porter & Company

Kenneth Porter & Company

(5)
  • Team
  • Retirement
“During the annual review sessions, Kenny continues to answer questions in terms we can understand, to take our risk tolerance and values into consideration, and to keep our best interests in mind.”
In Business Since 2012
Virginia Beach, VA · 15 mi from Chesapeake
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Peacelink Financial Planning

Peacelink Financial Planning

(3)
“The course covers a broad range of topics crucial for real estate agents, including but not limited to, deductions specific to the real estate industry, understanding capital gains, and strategies for tax planning.”
Transparent Fees & Pricing
In Business Since 2021
Virginia Beach, VA · 15 mi from Chesapeake
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Korving & Company

Korving & Company

(2)
“It is wonderful to know our finances are well cared for by a team who takes the time to understand our goals as well as needs, and who works tirelessly to achieve them.”
In Business Since 2020
Suffolk, VA · 19 mi from Chesapeake
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The Opus Group of Virginia

The Opus Group of Virginia

(2)
“I rolled all of my 401 k money into one of their programs and have seen my retirement money grow, and at the same time, be secured from drastic downside drops.”
In Business Since 2011
Virginia Beach, VA · 15 mi from Chesapeake
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HomeWealth Management AdvisorsVirginiaChesapeake, VA

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

Minimum cost
$1225
Maximum cost
$10413
National Average
$3675
Avg Per Hour Rates
$368
$2450
$6738
Average price range is based on 446 cost profiles
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Average Cost $3675
Minimum cost $1225
Maximum cost $10413
Avg Per Hour Rates $368

Average range $2450 to $6738 is based on 446 cost profiles.

Why these companies made our list

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