Best Financial Advisors in Fairfax, VA

The highest-rated Financial Planning & Wealth Management companies out of 189 vetted & reviewed in the Fairfax area.

Farr Law Firm

Farr Law Firm

(49)
Living Trust Plus® Medicaid Asset Protection Trust, Disability & Special Needs Planning, Limited Liability Companies (Llc)
“Starting with their approach to orientation and education, it made us feel certain that we selected knowledgeable people who were focused on our needs and could assist us in making the right decisions.”
Licensed, BBB Rating: A
In Business Since 1997
Accepts All Major Credit Cards
10640 Main St Suite 200, Fairfax, VA 22030
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Numbersquad

Numbersquad

(50)
  • Expert
  • Small Business
  • Team
“I did my 2017 Taxes with H&R block and they made a mess and i end up getting nothing as a tax return and charged me ton of money for it, but Vugar and Fairfax Tax Services helped me a lot and got my 2018 taxes done and now i got returns within two we...”
Transparent Fees & Pricing
In Business Since 2017
10400 Eaton Pl #355, Fairfax, VA 22030
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Kang & Thomas

Kang & Thomas

(48)
  • Business Tax
  • Tax Return
  • Knowledge
“Michael responded to my request for assistance the same day; set up a zoom call and was generous w/ his time in answering my many accounting and tax-related questions; and assisted me with obtaining an EIN and S Corp Declaration for my new business.”
In Business Since 2011
11130 Fairfax Blvd Suite 310, Fairfax, VA 22030
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David Wealth Management

David Wealth Management

(15)
  • Financial Advisor
  • Mind
  • Retirement
“Once we selected Jim, he was meticulous in his attention to detail in our financial planning, including reviewing our estate planning documents to ensure they were prepared to best protect our assets.”
CPA Certified
In Business Since 2012
Transparent Fees & Pricing
8315 Lee Hwy #325, Fairfax, VA 22031
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Quantum Accounting & Tax

Quantum Accounting & Tax

(6)
Business Consulting, Payroll Services, Tax Preparation & Planning
“I would recommend her to anyone (even those who feel confident doing taxes on their own), she knows how to maximize tax savings and is so organized and attentive!”
Remote Consultations Available
In Business Since 2021
9862A Main St, Fairfax, VA 22031
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Aspect Partners

Aspect Partners

Investment Strategies, Financial Planning, For Business Owners
“Financial planning is not 'one size fits all.' We take the time to understand your goals for yourself, your family, and your business. We develop a series of strategies fit specifically to you and integrated across your various planning domains, so t...”
In Business Since 2015
8500 Executive Park Ave #400, Fairfax, VA 22031
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Clarion Wealth Management Partners

Clarion Wealth Management Partners

(1)
“Highly recommend them for looking out for your investments and family future.”
In Business Since 2012
12500 Fair Lakes Cir # 250, Fairfax, VA 22033
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Comitigate

Comitigate

(1)
“They handled my case and saved me over $140k.”
In Business Since 2021
11350 Random Hills Rd #800, Fairfax, VA
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Reframe Wealth

Reframe Wealth

(1)
“One of the most important aspects of any relationship with a financial strategist is trust and we trust Mitch and his team with all of our critical financial decisions.”
In Business Since 2018
3251 Blenheim Blvd Suite 502, Fairfax, VA 22030
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Laruffa Financial Group

Laruffa Financial Group

“It's our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.”
In Business Since 2012
3900 Jermantown Rd, Fairfax, VA 22030
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Professional Financial Solutions

Professional Financial Solutions

“Professional Financial Solutions, LLC (PFS) is an SEC-registered investment advisor that was established in 1997 and is based in Fairfax, Virginia. We provide individuals, families, and small business owners with financial planning and investment man...”
Accepts Cash
In Business Since 2005
10517A West Dr, Fairfax, VA 22030
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BSB (Burdette Smith & Bish

BSB (Burdette Smith & Bish

(3)
Client Accounting & Advisory, Assurance, TAX
“For the last 9 years we have used BSB for both our small business government accounting and taxes, as well as for the personal returns for the partners.”
Fifth floor, 4114 Legato Rd, Fairfax, VA 22033
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ATS Group

ATS Group

Business Services, ATS Financial Services, Services For Individuals
“If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy sys...”
Transparent Fees & Pricing
In Business Since 2022
Free Initial Consultation
Offers Financing Options
8280 Willow Oaks Corporate Dr Suite 600, Fairfax, VA 22031
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Intellisource Financial Services

Intellisource Financial Services

(2)
Accounting and Bookkeeping Services, C-Level and Management Services, Tax Services
“I have used Intellisource Financial for 15 years for personal and business accounting.”
In Business Since 2009
11208 Waples Mill Rd #109, Fairfax, VA 22030
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Bailey, Stube & Glaser

Bailey, Stube & Glaser

(1)
Businesses, Individuals, Trusts & Estates
“Russ Stube and his staff led by Rae Salah stepped in, "made it right", and are still supporting me almost a year afterwards.”
In Business Since 2000
10427 North St STE 101, Fairfax, VA 22030
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AGM Institute

AGM Institute

(5)
  • College
“With their help, our family got a substantial amount of aid from my college, and I can comfortably say that most of the credit goes to AGM and their services.”
In Business Since 2014
3251 Blenheim Blvd, Fairfax, VA
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Matthews, Carter & Boyce

Matthews, Carter & Boyce

(1)
Business Advisory, Tax Planning & Compliance, Audit & Assurance
“Our company has used MCB for close to 20 years for both corporate and personal matters.”
In Business Since 1951
12500 Fair Lakes Cir #260, Fairfax, VA 22033
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Cameron, Moberly & Hamrick

Cameron, Moberly & Hamrick

Client Accounting & Advisory, Assurance, TAX
“Our relationships are the cornerstone of everything we do, with our team, clients and in the community. We are genuinely interested and care about the impact our firm and offerings impact the lives of those we engage with.”
In Business Since 1981
4114 Legato Rd, Fairfax, VA 22033
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Kowal Financial Advisors

Kowal Financial Advisors

(1)
“All of my concerns were tackled head on and the numbers speak for themselves.”
In Business Since 2021
12015 US-50 Suite 110, Fairfax, VA 22033
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The Wolf Group

The Wolf Group

(3)
Global Mobility Tax Services, Individuals & Expats, Digital Asset
“I have been a very satisfied client of the The Wolf Group for over 14 years and wanted to thank the whole team again for their efficiency, professionalism and quality advice and work that they provided and delivered to me.”
In Business Since 1993
12701 Fair Lakes Cir, Fairfax, VA 22033
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Shafi & Company CPA

Shafi & Company CPA

(2)
“He has not been judgemental of me when my paperwork was in a disarray and has made many helpful suggestions as far as me dealing with my business and personal taxes.”
In Business Since 2006
3900 Jermantown Rd # 300, Fairfax, VA 22030
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Wolf Group Capital Advisors

Wolf Group Capital Advisors

“We believe that each individual has a unique story, vision, and definition of fulfillment. We are committed to understanding your values, aspirations, and priorities and helping you develop a financial roadmap to realize your goals. Our collaborative...”
In Business Since 2019
12701 Fair Lakes Cir Suite 220, Fairfax, VA
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Integrated Financial Partners

Integrated Financial Partners

Business Owner Planning, Education Funding, Employee Educational Workshops
“You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile tim...”
Accepts All Major Credit Cards
In Business Since 2010
4000 Legato Rd #410, Fairfax, VA
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Three Leaf Financial

Three Leaf Financial

“Established in March 2010, Three Leaf Financial is a financial planning firm that offers full-service solutions to clients, endowments, and corporations. Our goal to create tailored financial plans that are unique to each client's needs with a focus ...”
In Business Since 2016
10560 Main St Suite 214, Fairfax, VA 22030
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Retirement Planning and Investment Management Services in Fairfax, VA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 442 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 442 cost profiles.

Why these companies made our list

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