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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Roanoke is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Roanoke & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Roanoke?

Looking for a qualified financial advisor in Roanoke? We can help you by narrowing down your options & listing the best financial advisors in Roanoke as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Roanoke near you with the list of certified and vetted Roanoke financial advisors.

List of Qualified Financial Advisors in Roanoke, Virginia

advisor-photo

Brian Bowen

Integrity Financial Planning, Inc.

1315 Second St. SW, Suite 102

Roanoke, VA 24016
(540) 2663100

List of Additional Financial Advisors in Roanoke, Virginia*

* Additional advisor listing is provided in partnership with Yext

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Eddie Barnes - Ameriprise Financial Services, LLC

3140 Chaparral Dr SW
Bldg C

Roanoke, VA 24018
5407690052

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Lee F Brooks - Ameriprise Financial Services, LLC

1017 2nd St SW

Roanoke, VA 24016
5409810657

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Albert Sganga - Ameriprise Financial Services, LLC

2965 Colonnade Dr
Ste 320

Roanoke, VA 24018
5409898918

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Stewart Barnes - Ameriprise Financial Services, LLC

3140 Chaparral Dr SW
Bldg C

Roanoke, VA 24018
5407690052

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Ezra Amiss - Ameriprise Financial Services, LLC

2965 Colonnade Dr
Ste 320

Roanoke, VA 24018
5407775757

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Matthew Ely - Ameriprise Financial Services, LLC

3140 Chaparral Dr SW
Bldg C

Roanoke, VA 24018
5407690052

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Thomas M Dunkenberger Jr. - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
5409834904

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Stephen K Waskey - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
5409834913

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Josh Mattox - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
5407253166

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Sam Benson - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
5409834901

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Wayne Moore - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
5409834929

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Donna Mitchell - Morgan Stanley

10 S Jefferson St
Ste1700

Roanoke, VA 24011
5407253171

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The Dunkenberger Waskey Group - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
5403451555

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Cindy Conner - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
5407253163

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Shawn McMahon - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
5407253170

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Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
5403451555

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Titan Wealth Management

129 Campbell Ave SE
Suite 202

Roanoke, VA 24011
5402663409

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Market Square Advisors

207 Albemarle Avenue SW

Roanoke, VA 24016
5406138236

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IFA Wealth Management Team

2709 Brambleton Avenue

Roanoke, VA 24015
5407763343

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David L Ellis Jr. - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
5409834919

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Roanoke, VA Branch Office - UBS Financial Services Inc.

10 South Jefferson Street
Suite 1050

Roanoke, VA 24011
5408553367

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The Myrias Group - Ameriprise Financial Services, LLC

3140 Chaparral Dr SW
Bldg C

Roanoke, VA 24018
5407690052

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Shawn Baako - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
5407720535

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Miller Walker & Associates

2660 Electric Road
Suite C

Roanoke, VA 24018
5403455200

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Bradley Blum - UBS Financial Services Inc.

10 South Jefferson Street
Suite 1050

Roanoke, VA 24011
5408553384

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John Hoffman, Jr. - UBS Financial Services Inc.

10 South Jefferson Street
Suite 1050

Roanoke, VA 24011
5408553382

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Allstate Personal Financial Representative: Scott Boggs

20 Church Ave SE

Roanoke, VA 24011
5405418222

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The Convergence Group - Morgan Stanley

10 South Jefferson Street
Suite 1700

Roanoke, VA 24011
5407253177

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James Harlow - Ameriprise Financial Services, LLC

3140 Chaparral Dr SW
Bldg C

Roanoke, VA 24018
5407690052

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Ryland Hubbard - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
5407720533

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Allstate Personal Financial Representative: Mark McRoy

4664 Brambleton Ave

Roanoke, VA 24018
5407984141

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J. Andy Ingram - Capital Investment Companies

505 S. Jefferson St.
Suite C

Roanoke, VA 24011
5407652750

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Sheryl Crawford - Ameriprise Financial Services, LLC

3140 Chaparral Dr SW
Bldg C

Roanoke, VA 24018
5407690052

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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