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Commonwealth Business Services
- Finances
- Tax Return
- Payroll
“My accounting needs have grown over those 13 years from one small business to multiple businesses accounts, rental properties, estate filings and several others.”
Best Financial Advisors in Fredericksburg, VA
24 firms listed · 8 in Fredericksburg · 6 open weekends · 16 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Community Financial Group
“Samuel Jerome was extremely helpful making sure we understood everything and keeping us in our safe zone!”
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The Financial Spa
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Redco/Rappahannock Economic Development Corporation
“Excellent, Great partners and wonderful people, strong expertise”
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Robey CPA
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Burleson Financial Strategies
The 24 firms listed for Fredericksburg, 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: Fredericksburg, VA
Of the 24 firms we list here, 8 are in Fredericksburg itself and 16 come from towns including Woodbridge (4, 28 mi), Alexandria (4, 42 mi) and Stafford (3, 12 mi). 18 of the firms on this page have a rating, from 4.0 to 5.0 across 306 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (72%) and quality (69%). 6 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax services (3), accounting services (2), business services (2), quickbooks services (2) and services for individuals (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2006. 1 offers remote or virtual consultations; 3 offer payment plans; 5 offer a free initial consultation; 1 is family- or locally-owned 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 Fredericksburg take financial planning bookings online?
5 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.
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Alna Financial
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The Carolina & Rappahannock Wealth Advisors
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BRS CPA
- Money
- Knowledge
- Communication
“I was very happy with Brian and very lucky because he took me on the last minute because I had all info in order.”
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Multiservices Between Latinos
“It really shows the love and passion and dedication they have as professionals of what they do, who don't scam people out of their money like other places do!!!”
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Blessed Budgets
“Aside from her professionalism, I especially appreciate her patience, her privacy because talking financials can be a touchy subject and it really took my wife and I a minute to understand these new skills.”
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ILG Financial
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Gumax Cpas and Consultants
“Mr Guma's service was very professional and informative”
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J.W. Financial / R.e.m Tax Services
- Questions
- Financial Advisor
- Portfolio
“He even went as far as giving my wife some excellent points to note when purchasing a new car, she is very proud of how her purchasing experience went after talking with John.”
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Zircon Financial Services
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Accountables
“You can't find any one more precessional than Mr Daniels and his team of young women.”
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Davidov & Associates, CPA
- Tax Filing
- Emails
“Once I attained the age of 65, my federal and state income taxes filing instructions changed and the IRS notified me of mistakes I had made which were to my disadvantage.”
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Deblanc, Murphy & Murphy
- Service
- Financial
- Job
“He is a remarkable corporate and personal resource whether it be planning, interfacing with all government agencies, especially IRS, and sharing experiences that often help in personal and business planning.”
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Good Life Financial Advisors of Nova
- Managing
- Investment Decisions
- Team
“He has also provided us with sound advice on a variety of topics, such as paying for college, home improvements and paying for a 2 week vacation to Europe.”
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Monument Wealth Management
- Expertise
- Organized
- Question
“Monument spent the time getting to know us, what we wanted our future to look like, and answering the fundamental question of "what do you want the money to do for you?"”
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Washington Accounting Services
- Savings
- Educational
- Patient
“Since I started using Tiffany's services, I have not only become more educated in the tax side of things but have also seen the savings in real time!”
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IFS Consulting Group
- Expertise
“Smith has strong and clear values which are not only demonstrate in how he has worked with us, but also in the his language, and demonstration of principles.”
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All New Beginnings
- Education
- Financial
“Dr Wise and her staff were very helpful and knowledgeable of my needs.”
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Wesling Financial Planning Services
“Their outstanding work ethic has certainly exceeded my expectations.”
Why these companies made our list
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