Best Financial Advisors in Fairfax, VA
The highest-rated Financial Planning & Wealth Management companies out of 189 vetted & reviewed in the Fairfax area.
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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.”
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Numbersquad
- 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...”
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Kang & Thomas
- 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.”
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David Wealth Management
- 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.”
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Quantum Accounting & Tax
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!”
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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...”
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Clarion Wealth Management Partners
“Highly recommend them for looking out for your investments and family future.”
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Comitigate
“They handled my case and saved me over $140k.”
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Reframe Wealth
“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.”
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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.”
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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...”
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BSB (Burdette Smith & Bish
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.”
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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...”
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Intellisource Financial Services
Accounting and Bookkeeping Services, C-Level and Management Services, Tax Services
“I have used Intellisource Financial for 15 years for personal and business accounting.”
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Bailey, Stube & Glaser
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.”
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AGM Institute
- 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.”
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Matthews, Carter & Boyce
Business Advisory, Tax Planning & Compliance, Audit & Assurance
“Our company has used MCB for close to 20 years for both corporate and personal matters.”
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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.”
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Kowal Financial Advisors
“All of my concerns were tackled head on and the numbers speak for themselves.”
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The Wolf Group
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.”
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Shafi & Company CPA
“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.”
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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...”
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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...”
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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 ...”
Retirement Planning and Investment Management Services in Fairfax, VA Cost Estimates
Why these companies made our list
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