Best Financial Advisors in Norfolk, VA

24 firms listed · 10 in Norfolk · 4 open weekends · 16 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

The Solutions Group Global

The Solutions Group Global

(8)
“This was my second year working with The Solutions Group Global and I must say, Akiem makes things so simple and so smooth that I refuse to have my taxes done by anyone else.”
In Business Since 2023
500 E Main St Suite 1505, Norfolk, VA
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Dukes Financial

Dukes Financial

(1)
“Great financial planning firm”
In Business Since 2015
Accepts All Major Credit Cards
400 N Center Dr Bldf 3 Suite 212, Norfolk, VA
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Walter McDaniel, CFP

Walter McDaniel, CFP

(3)
“This gentleman is top notch very professional and personable.”
In Business Since 2023
400 N Center Dr #102, Norfolk, VA
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Vt&f Consultants

Vt&f Consultants

(12)
  • Health Insurance
“With many years of experience in the financial industry, he is very knowledgeable more specifically in finding out the best approach when it comes to ones' finances.”
223 E City Hall Ave Suite 359, Norfolk, VA
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Spartan Financial Services

Spartan Financial Services

In Business Since 2018
1401 Tidewater Dr suite 7, Norfolk, VA
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Martello Investments

Martello Investments

In Business Since 2016
Transparent Fees & Pricing
201 E City Hall Ave Suite 700, Norfolk, VA
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The 24 firms listed for Norfolk, 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: Norfolk, VA

Of the 24 firms we list here, 10 are in Norfolk itself and 14 come from Chesapeake (6, 15 mi), Virginia Beach (5, 16 mi) and Newport News (2, 20 mi). 18 of the firms on this page have a rating, from 4.2 to 5.0 across 406 reviews; 2 have 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 (98%), responsiveness (80%) and quality (73%). 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are annuities (2), asset protection (2), financial planning (2), retirement planning (2) and wealth accumulation (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 29 years. 2 offer payment plans; 2 offer a free initial consultation and 2 list 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 Norfolk take financial planning bookings online?

4 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.

Heritage Wealth Management Group

Heritage Wealth Management Group

In Business Since 2004
733 Boush St, Norfolk, VA
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Courage Miller Partners

Courage Miller Partners

In Business Since 2011
101 W Main St #720, Norfolk, VA
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Resource 1

Resource 1

In Business Since 2005
999 Waterside Dr # 435, Norfolk, VA
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Wealthway Financial Advisors

Wealthway Financial Advisors

In Business Since 2017
440 Monticello Ave #1620, Norfolk, VA
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Woods Financial

Woods Financial

(13)
  • Retirement
  • Feel
  • Questions
“With their help we will be able to exceed our current monthly spend with secured income ensuring that our expenses will be easily met when I am ready to retire.”
In Business Since 2007
Coupons & Offers
BBB Accredited
Accepts All Major Credit Cards
Chesapeake, VA · 15 mi from Norfolk
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Mason & Associates

Mason & Associates

(50)
  • Retirement
  • Financial Advisor
  • Military
“Financial investing/retirement planning is not really my area of greatest confidence but he and his team have really been a very positive investment in my future.”
In Business Since 2006
BBB Rating: A+
Accepts All Major Credit Cards
Newport News, VA · 20 mi from Norfolk
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Jarver Financial

Jarver Financial

(50)
  • Conversation
  • Patient
  • Computer
“PM guided my wife and I through the entire process, from the introduction, to moving our accounts over to answering any questions or concerns, with knowledge and humor.”
In Business Since 2021
Free Initial Consultation
Virginia Beach, VA · 16 mi from Norfolk
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Roger L. Handy

Roger L. Handy

(9)
“He has extensive knowledge of the State of Virginia and Federal tax codes, and practices accounting with both individual and family perspectives in mind, including maximizing income/ wealth preservation for the current and future generations of your ...”
In Business Since 2007
Transparent Fees & Pricing
Offers Financing Options
Virginia Beach, VA · 16 mi from Norfolk
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MGM Financial Svc

MGM Financial Svc

(1)
“MGM Financial Svcs provided the best service I have had in several years.”
In Business Since 1997
Offers Financing Options
BBB Rating: A+
Transparent Fees & Pricing
Chesapeake, VA · 15 mi from Norfolk
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Norseman Advisory Group

Norseman Advisory Group

(3)
  • Financial Advisor
  • Team
“I was looking for a Financial Advisor who specialized in retirement planning and being a fiduciary was an important factor for me, which is exactly what Paige Fraasch offers.”
In Business Since 2009
BBB Rating: A+
Newport News, VA · 20 mi from Norfolk
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Financial Coach Seth Connell

Financial Coach Seth Connell

(26)
  • Debt
  • Plans
  • Game
“We highly recommend working with Seth to help you gain the confidence you need to achieve your financial goals whether it be to get out of debt, budgeting, financial literacy, long term savings, knowledge about things you don't understand in the worl...”
In Business Since 2018
7 mi from Norfolk
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The Money Advantage

The Money Advantage

(18)
  • Life
  • Resources
  • Questions
“I was brought to the place where I could confront my finances to see the reasonable expenses and income, determine the waste and where money was being efficiently used, and the areas where it was spent that could have been better spent to create the ...”
In Business Since 2017
Chesapeake, VA · 15 mi from Norfolk
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CLP Financial Group

CLP Financial Group

(12)
  • Taxes
  • Tax Preparation
  • Financial Services
“My wife and I have been assisted with financial advice with CLP through Joshua and have found this company to be very professional, courteous, responsive, while rendering quality service.”
In Business Since 2003
Free Initial Consultation
Chesapeake, VA · 15 mi from Norfolk
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Tull Financial Group

Tull Financial Group

(6)
  • Goals
  • Expertise
  • Portfolio
“If you are looking for a highly respected, honest and trustworthy, fee only, Certified Financial Planner, I would encourage you to meet with Robin and his staff at Tull Financial Group to discuss your financial needs and goals.”
In Business Since 1999
Chesapeake, VA · 15 mi from Norfolk
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Kenneth Porter & Company

Kenneth Porter & Company

(5)
  • Retirement
  • Team
“Kenny gave us really helpful tips in preparing our taxes, and when our CPA completed our returns Kenny reviewed them and gave us feedback to give our CPA and was always willing to jump on a call with our CPA as well.”
In Business Since 2012
Virginia Beach, VA · 16 mi from Norfolk
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Fitzwilliams Financial / Fitzwilliams Wealth Management

Fitzwilliams Financial / Fitzwilliams Wealth Management

(14)
  • Retirement
  • Seminars
  • Team
“A few ways that we have found Fitzwilliams Financial to be different than your typical financial advisor firm, is that they don't charge fees and they also don't have minimum amounts required to invest.”
In Business Since 2015
Licensed
Chesapeake, VA · 15 mi from Norfolk
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Peacelink Financial Planning

Peacelink Financial Planning

(3)
“The course covers a broad range of topics crucial for real estate agents, including but not limited to, deductions specific to the real estate industry, understanding capital gains, and strategies for tax planning.”
In Business Since 2021
Transparent Fees & Pricing
Virginia Beach, VA · 16 mi from Norfolk
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Alison B. Wright Virtual CFO + Money Strategist

Alison B. Wright Virtual CFO + Money Strategist

(6)
  • Revenue
  • Expenses
  • Bookkeeping
“She sends me a report each month highlighting how much I made which keeps me on track for both my personal and professional goals—and Alison has even been able to forecast my income for the rest of the year!”
In Business Since 2020
Virginia Beach, VA · 16 mi from Norfolk
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Retirement Planning and Investment Management Services in Norfolk, VA Cost Estimates

Minimum cost
$1225
Maximum cost
$10411
National Average
$3675
Avg Per Hour Rates
$368
$2450
$6736
Fair price range is based on 356 cost profiles
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Average Cost $3675
Minimum cost $1225
Maximum cost $10411
Avg Per Hour Rates $368

Fair range $2450 to $6736 is based on 356 cost profiles.

Why these companies made our list

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