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

Godfrey & Spradlin Private Wealth Advisory

Godfrey & Spradlin Private Wealth Advisory

5.0 8 reviews
“I have such confidence in my portfolio and never have to wonder if I'm being taken care of...”
CFP certifiedSince 2013
1 Park W Cir Suite 106
i
Colonial River Wealth Management

Colonial River Wealth Management

5.0 1 review
Free consultationSince 2015
340 Browns Hill Ct
i
Dietz Financial and Insurance Services

Dietz Financial and Insurance Services

4.6 7 reviews
“He has put together options that are best for my financial situation.”
Since 2020
14321 Winter Breeze Dr
i
Gregg & Associates

Gregg & Associates

5.0 2 reviews
“Their kindness, encouragement, and expertise certainly helped me make it through my first year of owning a new business.”
Since 2019
13872 Coalfield Commons Pl Suite 104
i
Vaught, Spangler and Associates Financial Services

Vaught, Spangler and Associates Financial Services

5.0 1 review
“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.”
Since 2010
5309 Commonwealth Centre Pkwy #407
i
Financial Dynamics & Associates

Financial Dynamics & Associates

5.0 5 reviews
“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.”
CFP certifiedSince 2022
13537 Waterford Pl
i

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

Buehler & Berryhill Financial Partners

5.0 1 review
“Jordan and Bill are first class in everything they do, can't say enough about the guidance they provide to me and my family.”
Since 2013
250 Wylderose Cmns Suite 202
i
Carey Secure Money Management & Financial Services

Carey Secure Money Management & Financial Services

Free consultationBBB accreditedSince 2018
1520 Huguenot Rd Suite 116B
i
Nfp, an Aon Company

Nfp, an Aon Company

5.0 1 review
“I wish I'd met them earlier, but you will be in very good hands, and save a ton of money.”
Since 2019
1640 Huguenot Rd
i
Saunders Retirement Advisors

Saunders Retirement Advisors

Since 2003
5205 W Shore Rd
i
Ironworks Financial

Ironworks Financial

Since 2018
201 Wylderose Cmns Suite 100
i
LPL Financial

LPL Financial

Since 2016
5943 Harbour Park Dr
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Hussmen Financial

Hussmen Financial

Since 2018
14321 Winter Breeze Dr Suite 357
i
Welcome Home Financial Partners

Welcome Home Financial Partners

5.0 12 reviews
“I loved how Tim took the time to sit and get to know me and answer my questions regarding retirement and retirement planning.”
LicensedSince 1995
North Chesterfield, VA · 4 mi from Midlothian
i
Harris Financial Group

Harris Financial Group

5.0 2 reviews
“We absolutely love working with the folks at Harris Financial!”
LicensedSince 2003Prices online
Richmond, VA · 10 mi from Midlothian
i
HomeWealth Management AdvisorsVirginiaMidlothian, VA

Why these companies made our list

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