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Finding the right financial advisor can have a big impact on your long-term financial success. Whether you’re growing your wealth, planning for retirement, or navigating major financial decisions, having a trusted advisor by your side can make all the difference.
If you’re in Virginia Beach and searching for expert financial guidance, consider these reputable advisory firms known for their personalized service and strong understanding of the local community.
- WealthTrak Advisors
- Edgewater Asset Management
- Mark G. Harrop
- Navigon Financial Group
- Gowin Wealth Financial
- Steffens Financial
- First Landing Financial
- Vantage Consulting Group
- Strategic Wealth Management Solutions, LLC
- Shepherd Financial Group
1. WealthTrak Advisors
WealthTrak Advisors is a distinguished financial advisory firm committed to guiding individuals and families toward achieving their financial aspirations. Based in Virginia Beach, Virginia, the firm offers personalized wealth management strategies tailored to each client’s unique goals. Their team of experienced professionals specializes in comprehensive financial planning, investment management, and retirement strategies, ensuring clients receive informed advice aligned with their long-term objectives. With a client-centric approach, WealthTrak Advisors emphasizes building trusted relationships that span generations, fostering financial confidence and security. For more information or to schedule a consultation, visit their website at wealthtrakcm.com.
Services: Wealth Management, Retirement Planning, Investment Management
Address: 4536 Bonney Road, Virginia Beach, VA 23462
Phone: (757) 523-1250
Website: wealthtrakcm.com
Email: Connect@WealthTrakcm.com
2. Edgewater Asset Management
Edgewater Asset Management is a boutique investment advisory firm located at 5244 Shenstone Circle, Suite 200, Virginia Beach, VA 23455. Established in 1996, the firm specializes in providing personalized investment programs, wealth management, and tax strategies tailored to individuals, families, trusts, pensions, and corporations aiming for high-quality growth in a tax-managed environment. Emphasizing a fiduciary business model, Edgewater collaborates with clients to develop customized portfolios that align with their life goals and financial aspirations. With a commitment to discretion and personalized service, the firm typically partners with clients who have at least $500,000 in investable assets. For more information or to schedule a consultation, visit edgewaterasset.com.
- Services: Investment Management, Wealth Management, Tax Strategies
- Address: 5244 Shenstone Circle, Suite 200, Virginia Beach, VA 23455
- Phone: (757) 363-7696
- Website: edgewaterasset.com
- Contact: Contact Form
3. Mark G. Harrop
Mark G. Harrop is a seasoned Investment Advisor Representative with Cetera Advisors, boasting over four decades of experience in the financial services industry since 1984. Operating from One Columbus Center, Suite 600, Virginia Beach, VA 23462, Mark is dedicated to assisting individuals and families in both the accumulation and distribution phases of retirement. He offers personalized, around-the-clock service to help clients make informed decisions that align with their financial goals and risk tolerance. Mark manages a diverse portfolio, including managed equity accounts and alternative investments, tailoring strategies to each client’s unique needs. Committed to staying abreast of the latest financial trends, he regularly participates in continuing education programs nationwide. To schedule a consultation or learn more, visit markharrop.com.
Services: Investment Management, Retirement Planning, Financial Consulting
Address: One Columbus Center, Suite 600, Virginia Beach, VA 23462
Phone: 757-548-0443
Website: markharrop.com
Email: mharrop@ceteraadvisors.com
4. Navigon Financial Group
Navigon Financial Group is a distinguished financial services firm with a legacy spanning over a century, dedicated to guiding individuals and businesses toward financial stability and independence. Headquartered at 3816 N. Elm Street, Suite A, Greensboro, NC 27455, the firm offers a holistic approach to financial planning, emphasizing the integration of diverse financial strategies to achieve clients’ unique objectives. Their team of seasoned professionals specializes in comprehensive services, including retirement planning, investment management, estate planning, and business planning, ensuring clients receive tailored solutions that align with their long-term goals. Committed to fostering enduring relationships, Navigon Financial Group prides itself on delivering personalized guidance that promotes financial security and peace of mind. For more information or to schedule a consultation, visit navfin.com.
Services: Retirement Planning, Investment Management, Estate Planning, Business Planning
Address: 3816 N. Elm Street, Suite A, Greensboro, NC 27455
Phone: (336) 379-8207
Website: navfin.com
Contact: info@navfin.com
5. Gowin Wealth Financial
Gowin Wealth Financial is a dedicated financial services firm committed to assisting individuals, families, and businesses in achieving their financial objectives. Located at 1645 Clark’s Circle, Chesapeake, VA 23321, the firm offers a comprehensive suite of services, including retirement income planning, holistic financial planning, and 401(k)/403(b) rollovers. Led by Mark Gowin, who has over 24 years of experience in the financial services industry, the firm focuses on creating personalized strategies tailored to each client’s unique needs. Mark’s dedication to building long-term relationships is evident in the trust and confidence his clients place in him. For more information or to schedule a consultation, visit gowinwealthfinancial.com or contact Mark directly at 757-477-1940 or MGowin@GowinWealthFinancial.com.
6. Steffens Financial
Steffens Financial is an independent financial consulting firm dedicated to assisting individuals and companies in establishing and maintaining their financial goals. Located in Northern New Jersey, the firm prides itself on simplifying complex financial situations and creating tax-efficient plans that are easy to understand. Their team of experienced professionals specializes in comprehensive financial planning, investment management, retirement strategies, and estate planning, ensuring clients can make informed decisions that align with their long-term vision. Committed to a client-centered philosophy, Steffens Financial provides personalized guidance that fosters financial security, independence, and peace of mind. With a strong reputation for integrity and compassion, the firm has become a trusted resource for those seeking to achieve financial clarity and confidence. For more information or to schedule a consultation, visit steffensfinancial.com.
🔹 Services: Financial Planning, Investment Management, Retirement Strategies
📍 Address: Northern New Jersey
📞 Phone: (973) 786-3696
🔗 Website: steffensfinancial.com
📧 Contact: shain@steffensfinancial.com
7. First Landing Financial
First Landing Financial is a distinguished wealth management and financial planning firm committed to guiding individuals, families, and business owners toward achieving their financial aspirations. Located at 2101 Parks Avenue, Suite 804, Virginia Beach, VA 23451, the firm emphasizes a client-centric approach, integrating personal goals with tailored financial strategies. Their team of seasoned professionals specializes in comprehensive services, including retirement planning, estate planning, and investment management, ensuring clients receive informed guidance aligned with their long-term objectives. Upholding the highest standards of knowledge, integrity, and trust, First Landing Financial fosters enduring relationships built on open and honest communication. As independent advisors affiliated with Raymond James Financial Services, Inc., they offer personalized solutions designed to promote financial security and independence. For more information or to schedule a consultation, visit firstlandingfinancial.net.
- Services: Wealth Management, Retirement Planning, Estate Planning
- Address: 2101 Parks Avenue, Suite 804, Virginia Beach, VA 23451
- Phone: 757-416-6290
- Website: firstlandingfinancial.net
- Email: info@firstlandingfinancial.net
8. Vantage Consulting Group
Vantage Consulting Group is an independent boutique investment advisory firm based in Virginia Beach, Virginia, dedicated to delivering tailored investment solutions that prioritize risk management and align with clients’ unique objectives. With a history spanning nearly four decades, Vantage integrates advanced quantitative methods with qualitative judgment to craft resilient, customized investment strategies. Their team comprises seasoned investment professionals and accomplished researchers, collectively committed to client success. Specializing in services for institutions, pensions, non-profits, and family offices, Vantage offers a comprehensive suite of investment management services, including governance and policy initiatives, benchmarking, and fully customizable reporting. For more information or to schedule a consultation, visit vantageconsultinggroup.com.
Services: Investment Advisory, Risk Management, Portfolio Construction
Address: 3500 Pacific Ave, Virginia Beach, VA 23451
Phone: (757) 491-1200
Website: vantageconsultinggroup.com
Fax: (757) 422-5378
9. Strategic Wealth Management Solutions, LLC
Strategic Wealth Management Solutions, LLC is an independent Registered Investment Adviser committed to providing exceptional, personalized financial services. Specializing in managing complex portfolios for clients with a minimum of $1 million in investable assets, the firm offers expertise in trust, individual, IRA, philanthropic, and tax-sensitive accounts. Operating on a “fee-only” basis, they ensure unbiased advice free from commissions or referral fees. Based in Virginia Beach, VA, Strategic Wealth Management Solutions delivers tailored strategies to meet the unique financial goals of each client.
Services: Portfolio Management, Trust Services, Tax-Sensitive Investment Strategies
Address: Virginia Beach, VA
Phone: 757-226-0010
Website: Strategic Wealth Management Solutions
Contact Email: ajones@swmsllc.com
10. Shepherd Financial Group
is a dedicated financial services firm committed to guiding individuals and businesses toward financial clarity and success. Located at 283 Constitution Drive, Suite 800, Virginia Beach, VA 23462, the firm offers a comprehensive suite of services, including financial planning, investment management, retirement strategies, and estate planning. Their team of seasoned professionals emphasizes a client-centric approach, ensuring personalized solutions that align with each client’s unique goals and aspirations. With a focus on transparency and clear communication, Shepherd Financial Group strives to build lasting relationships founded on trust and integrity. For more information or to schedule a consultation, visit shepherdfinancialgroup.com.
🔹 Services: Financial Planning, Investment Management, Retirement Strategies, Estate Planning
📍 Address: 283 Constitution Drive, Suite 800, Virginia Beach, VA 23462
📞 Phone: (757) 777-3159
🔗 Website: Shepherd Financial Group
📧 Contact: gary.shepherd@sfg.email
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