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Financial Freedom Planners
- Mind
- Analysis
- Work
“The best part is he is a true fiduciary and I can get my customized plan without the high asset under management fees that cripple most peoples returns!”
Best Financial Advisors in Richmond, VA
24 firms listed · all 24 in Richmond · 1 open weekends · 22 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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Fiscal Fitness Tax & Financial Services
- Information
- Taxes
- Resource
“Have been with Fiscal Fitness over 20 some years always satisfied Mr Alford takes time and explain any questions with so much patience and knowledge his last words to you if you have any questions call me anytime I recommend him to my family and fr...”
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Verus Financial Partners
- Advice
“I trust them with my older years with no worries.”
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Covenant Wealth Advisors
- College
- Retirement
- Expert
“Mark, Katherine and the entire team at Covenant Wealth Advisors have helped me and my family wade through multiple complex financial situations with their truly unique combination of knowledge, compassion and professionalism.”
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Ashwood Financial Partners
“They're incredibly responsive, always available to answer questions and provide great financial recommendations.”
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Harris Financial Group
“We absolutely love working with the folks at Harris Financial!”
The 24 firms listed for Richmond, 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: Richmond, VA
All 24 firms we list here are in Richmond itself. We have 52 firms in Richmond on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 297 reviews; 2 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (83%) and quality (70%). 1 is open on weekends. The services the firms on this page list most often on their websites are investment management (4), retirement planning (3), financial planning (2) and tax preparation (2). 2 show a license on their websites; 2 list staff certifications (CFP and CPA) and 1 has a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 22 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Richmond take financial planning bookings online?
6 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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Valderas Financial Solutions
“Retha knows her stuff!”
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Joshua Hutchinson, Apma , Crpc , WMS
- Retirement
“Very thorough and good at explaining everything and why various things are important while not being pushy.”
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Crystal Clear Financial Solutions
- Questions
“I recommend Crystal Clear Financial Solutions to my friends and family and anyone who wants someone they can trust who is knowledgeable professional and genuinely cares about her clients.”
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Manuka Financial
“We moved our assets to Mike Powers/Manuka Financial in November 2022 from a large AUM firm which only provided investment advice.”
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Pinnacle First Financial Group
“I offer the highest praise to him and everyone in the company that has helped me over the years.”
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Jacob A. Charlwood, Cfp, AIF
- Goals
- Interest
“Jacob is very personable along with his entire staff and I highly recommend him!”
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Canal Capital Management
“Simply the Best all around team in Richmond.”
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River Hills Wealth Management Group
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Ray Olson Family Financial Planning
- Retirement
“He has expertly guided us through several life stages now--from saving for our first home and our kids' college expenses, to properly preparing for our retirement.”
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Kristopher T. Olexy, CFP , AIF , CLU
- Advisor
- Retired
“We have worked with them for almost two years and it has been tremendously helpful for us - they have helped us de-stress and be more informed about how the future is getting saved for, and ways that we can use our money to work for us for the long t...”
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J B Bryan Financial Group
“With JB Bryan, recommendations come with common sense explanations, not promulgated expository; you'll understand that if you'd buy the product in the supermarket, you can buy the company in the stock market – again, who says common sense isn't commo...”
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Northbank Partners
“Very reliable and trustworthy firm, you will feel good and safe about doing business here.”
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Hill Wealth Strategies
“Professional, knowledgeable, and have become good friends.”
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Hermitage Wealth Management
“They helped me to find the best plans for my money initially and when I needed further assistance about a month later, they helped to rearrange my plans according to the services I needed.”
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Commonwealth Retirement Advisors
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The Roseline Group
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Joyner, Kirkham, Keel & Robertson
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Kanawha Capital Management
Retirement Planning and Investment Management Services in Richmond, VA Cost Estimates
Minimum cost
$1223
Maximum cost
$10394
National Average
$3669
Avg Per Hour Rates
$367
$2446
$6725
Average price range is based on 496 cost profiles
Why these companies made our list
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