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 you 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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Find The Best Financial Advisors in Mclean, Virginia

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 Mclean is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Mclean & pick the one as per your needs

How To Find The Best Financial Advisors in Mclean , Virginia
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Mclean, Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 29 vetted financial advisors and 2 non-vetted financial advisors in Mclean, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Mclean, Virginia have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Mclean , Virginia

Jeffrey Lippman

Capitol Financial Consultants, Inc.

703-821-2000

Address

8180 Greensboro Drive, Suite 1150,
McLean, VA 22102 See Details

Centurion Wealth Management, LLC

571-765-2301

Address

7901 Jones Branch Drive,
Suite 230,
McLean, VA 22102 See Details

Chris Passarelli

Bull Run Investment Management

703-344-6844

Address

6731 Whittier Ave,,
McLean, VA 22101 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Roshan Loungani

Arete Wealth Management, LLC

202-536-4468

Address

8500 Leesburg Pike, Suite 210,
Vienna, VA 22182 See Details

Bob Howard

Prudential

703-245-5027

Address

Skip Thompson

Prudential

703-623-1364

Address

1919 Gallows Road Suite 1000,
Vienna, VA 22182 See Details

Savant Wealth Management

703-288-0500

Address

1945 Old Gallows Road,
Suite 505,
Vienna, VA 22182 See Details

Bryan Beatty

Egan, Berger and Weiner, LLC

703-506-0843

Address

1919 Gallows Rd, Suite 980,
Vienna, VA 22043 See Details

Manuel Gonzalez Teran

Prime Capital Financial

240-377-3386

Address

6550 Rock Spring Dr.,
Suite 200,
Bethesda, MD 20817 See Details

Michael T. Jobe

Glover Park Wealth Management, LLC

202-926-3725

Address

4201 Wilson Blvd,
3rd Floor,
Arlington, VA 22203 See Details

Drew Leisure

BSG Advisers

703-646-0707

Address

2300 Wilson Blvd Ste 700,
Arlington, VA 22201 See Details

Joseph Myer

Courser Capital Management, LLC

571-351-2291

Address

20416 Bashan Dr.,
Ste 201,
Ashburn, VA 20147 See Details

MY Wealth Management, Inc.

301-330-7900

Address

12410 Milestone Center Drive,
Suite 175,
Germantown, MD 20876 See Details

Doug Miller J.D.

Northwestern Mutual

443-956-1216

Address

6011 University Blvd Suite 370,
Ellicott City, MD 21043 See Details

Tom Hagigh

EPE Wealth Advisors

410-923-8686

Address

1321 Generals Highway,
Suite 300,
Crownsville, MD 21032 See Details

Scarborough Capital Management

410-573-5700

Address

1906 Towne Centre Blvd,
Annapolis, MD 21401 See Details

Facet

443-376-6222

Address

400 East Pratt Street,
8th Floor,
Baltimore, MD 21202 See Details

Geoffrey Burroughs

Harbor Investment Advisory

410-659-8905

Address

2330 W. Joppa Rd,
Lutherville, MD 21093 See Details

Chris Schiesser

Prudential

410-937-7578

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Top Financial Advisor Firms in Mclean, Virginia(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ACANSA INVESTMENT MANAGEMENT GROUP, LLC 8609 Westwood Center Drive, Suite 110 Tysons Corner, VA, 22182	313457	$756,587,000	1	A percentage of AUM, Fixed fees, Performance Based
HARBOUR CAPITAL ADVISORS, LLC 1595 Spring Hill Road, Suite 305 Tysons Corner, VA, 22182	157266	$579,736,993	433	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Mclean, Virginia

How To Find The Best Financial Advisors in Mclean , VirginiaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Mclean , Virginia

Capitol Financial Consultants, Inc.

Address

Address

Bull Run Investment Management

Address

Address

Arete Wealth Management, LLC

Address

Prudential

Address

Prudential

Address

Address

Egan, Berger and Weiner, LLC

Address

Prime Capital Financial

Address

Glover Park Wealth Management, LLC

Address

BSG Advisers

Address

Courser Capital Management, LLC

Address

Address

Northwestern Mutual

Address

EPE Wealth Advisors

Address

Address

Address

Harbor Investment Advisory

Address

Prudential

Address

Top Financial Advisor Firms in Mclean, Virginia(Ranked by AUM)

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Frequently Asked Questions

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How To Find The Best Financial Advisors in Mclean , Virginia
Last Updated - 13-Jun-2023

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