MGM Financial Svc
“MGM Financial Svcs provided the best service I have had in several years.”
Best Financial Advisors near Portsmouth, VA
There are no firms listed in Portsmouth itself yet; the 15 below are the closest options, from towns including Chesapeake (10, 12 mi), Norfolk (2, 6 mi) and Virginia Beach (2, 19 mi).
1 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
The Money Advantage
“So thankful I reached out and booked a call because now I have clarity and a path to get where I want to go financially.”
The Solutions Group Global
“Efficient in service; professional in customer service; delivers with favorable outcomes for the client.”
CLP Financial Group
“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.”
Tull Financial Group
“Professional, knowledgeable counsel and sound research and actions to grow our portfolio, even in bad markets we have come out ahead of the norm!”
Fitzwilliams Financial / Fitzwilliams Wealth Management
“They are very responsive to us and are enjoyable to be around.”
The 15 firms listed for Portsmouth, 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: Portsmouth, VA
The 15 firms on this page are rated from 4.0 to 5.0 across 83 reviews; 13 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (3), financial planning (2) and wealth management (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page and 13 list a public email. 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 any financial advisers listed for Portsmouth offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Korving & Company
“It is wonderful to know our finances are well cared for by a team who takes the time to understand our goals as well as needs, and who works tirelessly to achieve them.”
Legacy Planning Group
“I have had a positive experience working with Michal Fraser since about 2014, following a marriage separation.”
Focus Asset Management Co
“I am extremely pleased with his guidance and how he handles my money.”
Freedom Street Partners
“Quick, easy, informative, I have had a great experience with the firm and hope to continue for years to come.”
Equity 1
“So much appreciate their interaction with time devoted to make sure we had the right product!”
Dukes Financial
Michael Chu - LPL Financial
“Outstanding financial adviser and all around great family man.”
Sterling Financial Group
“He has shown me investment options that I didn't even know were available and he has a background in tax planning which is the perfect combination.”
Federal Employee Benefits Advisors
Why these companies made our list
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