Godfrey & Spradlin Private Wealth Advisory
“I have such confidence in my portfolio and never have to wonder if I'm being taken care of...”
Best Financial Advisors in Midlothian, VA
15 firms listed · 13 in Midlothian · 10 rated 4.5+ · 2 show a license
Data verified October 30, 2026
Colonial River Wealth Management
Dietz Financial and Insurance Services
“He has put together options that are best for my financial situation.”
Gregg & Associates
“Their kindness, encouragement, and expertise certainly helped me make it through my first year of owning a new business.”
Vaught, Spangler and Associates Financial Services
“He has always taken the time to understand our situation, to educate us on options, and to make sure we know what our eventual choices entail.”
Financial Dynamics & Associates
“They have earned our Trust and Thanks over the years we have been dealing with their company, which is well deserved for the hard work that all of them have put into making our investments grow.”
The 15 firms listed for Midlothian, 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: Midlothian, VA
Of the 15 firms we list here, 13 are in Midlothian itself and 2 come from North Chesterfield (1, 4 mi) and Richmond (1, 10 mi). 10 of the firms on this page have a rating, from 4.6 to 5.0 across 47 reviews. 2 show a license on their websites and 2 list staff certifications (CFP). Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 14 list a public email and 3 take bookings online. 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 Midlothian take financial planning bookings online?
3 of the 15 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.
Buehler & Berryhill Financial Partners
“Jordan and Bill are first class in everything they do, can't say enough about the guidance they provide to me and my family.”
Carey Secure Money Management & Financial Services
Nfp, an Aon Company
“I wish I'd met them earlier, but you will be in very good hands, and save a ton of money.”
Saunders Retirement Advisors
Ironworks Financial
LPL Financial
Hussmen Financial
Welcome Home Financial Partners
“I loved how Tim took the time to sit and get to know me and answer my questions regarding retirement and retirement planning.”
Harris Financial Group
“We absolutely love working with the folks at Harris Financial!”
Why these companies made our list
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