Roanoke, VA

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Roanoke, VA
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Best Financial Advisors in Roanoke, VA

24 firms listed · all 24 in Roanoke · 15 rated 4.5+ · 3 show a license

Data verified October 18, 2026

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Upward Financial Planning

Upward Financial Planning

(30)
  • Trust
  • Retirement
  • Tax
“Daniel made the entire process easy and painless, provided us with expert guidance, fully explained all of our options, and has been a true partner and steward of our portfolio.”
Transparent Fees & Pricing
In Business Since 2022
Remote Consultations Available
Free Initial Consultation
5301-B Williamson Rd, Roanoke, VA
Featured

At Upward Financial Planning, we're proud of the service we offer through our dedicated investment advisor, Daniel Colston CFP®. With years of industry experience, Daniel brings a wealth of knowledge to tailor a diversified investment strategy suited to your unique goals. Our firm, guided by values of transparency and integrity, and driven by a client-first approach, finds a true embodiment in our founder, Daniel. He dedicates his expertise to understanding your financial aspirations, risk tolerance, and time horizon, crafting an individualized roadmap for your financial journey. Continual learning and adaptation to market trends ensure you receive the most relevant advice. Choose Daniel Colston and join our satisfied clientele experiencing the Upward Financial Planning difference. Call us today to set up a Free, no-obligation strategy session with Daniel.

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Martin Wealth Solutions

Martin Wealth Solutions

(37)
  • Information
  • Retirement
  • Team
“I'm only 4 or 5 years away from retirement and MWS helped us move our fragile nest egg to a better place (with lower fees) during very tumultuous times across all markets.”
In Business Since 2012
3130 Chaparral Dr STE 103 BUILDING B, Roanoke, VA
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360 Wealth Consulting

360 Wealth Consulting

(26)
  • Dave Ramsey
  • Taxes
  • Documents
“After spending a good deal of time discussing my concerns, seeing how Michael and Jeremy respond to client issues and being impressed with their approach, I moved not only my personal accounts over to them, but also the responsibility for managing my...”
Transparent Fees & Pricing
In Business Since 2020
1017 2nd St SW Ste A, Roanoke, VA
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American Financial Planning

American Financial Planning

(3)
“Maynard also helped our daughter prepare for college by recommending guidelines to maximize her access to college funds, completing her FASFA and discussing career opportunities that would fit her special gifts and talents.”
BBB Rating: A+
In Business Since 2018
Free Initial Consultation
541 Luck Ave SW # 304, Roanoke, VA
FAQs
Are all your advisers fiduciaries?
Yes, in all of our client relationships we act in the best interest of our clients. We disclose potential conflicts of interest in writing. We do not earn commissions on any financial products.
How much does a first meeting cost?
Our first 30-minute meeting is free. The purpose of this meeting is for you to see who we are, what we offer, and to see if we can establish a working relationship.
Do you offer screened investments options?
Yes we can design any type of portfolio. We work with you to invest according to your risk/reward tolerance and your values so that together we can maximize your income.
Do you take custody of client assets or do you use a third-party custodian?
We do NOT take custody of client assets. Our primary custodian is Goldman Sachs Custody Solutions a state-of-the-art clearing firm in McLean, Virginia, . Every month Folio sends your monthly statement to you directly. Every trade confirmation comes to you directly. In addition, Folio Institutional does not engage in derivatives trading or underwriting activities.
We try to answer commonly asked questions like these on the FAQ page of our website.
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Integrity Financial Planning

Integrity Financial Planning

(2)
“Brian is very thorough and I am impressed by his attention to detail.”
Licensed
In Business Since 2013
Accepts All Major Credit Cards
1315 2nd St SW #102, Roanoke, VA
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Taylor Financial Group

Taylor Financial Group

BBB Rating: A+
In Business Since 1989
Accepts Cash
3102 Brambleton Ave, Roanoke, VA
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The 24 firms listed for Roanoke, 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: Roanoke, VA

All 24 firms we list here are in Roanoke itself. We have 28 firms in Roanoke on file; this page shows the highest-rated 24. 17 of the firms on this page have a rating, from 4.0 to 5.0 across 142 reviews; 15 are rated 4.5 or higher. The services the firms on this page list most often on their websites are articles (2), calculators (2), financial planning (2), flipbooks (2) and glossary (2). 3 show a license on their websites and 7 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 3 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 17 list a public email and 3 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 Roanoke take financial planning bookings online?

3 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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Valley Financial Solutions

Valley Financial Solutions

(3)
“Rob and Jeff are great to work with and are able to set realistic expectations.”
BBB Rating: A+
In Business Since 2015
Accepts All Major Credit Cards
2847 Penn Forest Blvd STE 100, Roanoke, VA
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IFA Wealth

IFA Wealth

(4)
“I felt like they really tailored a program that fits my needs.”
BBB Rating: A+
In Business Since 2000
2709 Brambleton Ave SW, Roanoke, VA
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Wayne Firebaugh

Wayne Firebaugh

(2)
“Very nice man great business..”
BBB Rating: A+
In Business Since 2008
Accepts Cash, Paypal
111 Campbell Ave SW # 1B, Roanoke, VA
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Sagecreek Planning & Investments

Sagecreek Planning & Investments

(1)
“Retired happily with John Bradberry's help.”
In Business Since 2015
4233 Colonial Ave, Roanoke, VA
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Ayers Financial Services

Ayers Financial Services

(4)
  • Retirement
“They explain all your options, in great detail, and listen to your retirement wants and needs and help you be much more educated in preparing you for your retirement years.”
In Business Since 1999
5185 Peters Creek Rd, Roanoke, VA
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Beacon Wealth Consultants

Beacon Wealth Consultants

(2)
“The ongoing interaction with transparency gives evidence that my interest is protected.”
In Business Since 2005
302 Washington Avenue Southwest, Roanoke, VA
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Blue Ridge Financial

Blue Ridge Financial

(1)
“I was hesitant but upon meeting Amy I was straight away put at ease, Amy is approachable, professional and thorough.”
Licensed
In Business Since 2012
4502 Starkey Rd, Roanoke, VA
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McLeod Enterprises

McLeod Enterprises

In Business Since 2011
410 1st St SW, Roanoke, VA
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Stanley G. Boatwright

Stanley G. Boatwright

BBB Rating: A+
In Business Since 2000
318 Washington Avenue Southwest, Roanoke, VA
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Frank A. Leyes & Associates; Private Wealth Management

Frank A. Leyes & Associates; Private Wealth Management

(1)
“Have always been please with the advice and interactions I have had with this office.”
In Business Since 1999
2840 Electric Rd Suite 205 A, Roanoke, VA
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Secure Financial Group

Secure Financial Group

In Business Since 2007
2302 Colonial Ave SW, Roanoke, VA
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Guidant Investment Group

Guidant Investment Group

In Business Since 2017
129 Campbell Ave SE #202, Roanoke, VA
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Nuckles Financial

Nuckles Financial

Free Initial Consultation
In Business Since 2022
5430 Peters Creek Rd # 107, Roanoke, VA
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Vip Planners

Vip Planners

Licensed
In Business Since 1999
1502 Franklin Rd SW # 1, Roanoke, VA
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Wanda Kilman Pittman, Chfc

Wanda Kilman Pittman, Chfc

3536 Brambleton Ave # 1B, Roanoke, VA
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Guelich Capital Management

Guelich Capital Management

In Business Since 2006
1401 Franklin Rd SW, Roanoke, VA
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Titan Wealth Management

Titan Wealth Management

In Business Since 2010
129 Campbell Ave SE #202, Roanoke, VA
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Pearman & Co

Pearman & Co

In Business Since 2009
4524 Old Cave Spring Rd, Roanoke, VA
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HomeWealth Management AdvisorsVirginiaRoanoke, VA

Retirement Planning and Investment Management Services in Roanoke, VA Cost Estimates

Minimum cost
$1161
Maximum cost
$9868
National Average
$3483
Avg Per Hour Rates
$349
$2322
$6386
Average price range is based on 367 cost profiles
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Average Cost $3483
Minimum cost $1161
Maximum cost $9868
Avg Per Hour Rates $349

Average range $2322 to $6386 is based on 367 cost profiles.

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