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Norfolk, Virginia, a city with a strong military presence and a growing economy, offers a variety of options for those seeking professional investment guidance. As residents look to plan for the future, manage assets, and navigate complex financial decisions, local investment firms provide a range of services tailored to different financial needs. These services often include portfolio management, retirement planning, tax strategies, and long-term financial goal setting. Firms in Norfolk range from independent financial advisors to well-established regional and national institutions with local offices. This overview offers a neutral look at investment firms in Norfolk, helping individuals and families explore available options without promoting any specific provider.
1. Davenport & Company LLC – Norfolk Branch
Davenport & Company LLC is an independent, employee-owned investment firm with a rich history dating back to 1863. The Norfolk branch, established in 1998 and located in the World Trade Center, offers a comprehensive suite of wealth management and financial advisory services. With over 220 years of collective experience among its associates, the Norfolk team is dedicated to helping clients identify and achieve their financial goals. The firm is deeply committed to community involvement, supporting various local organizations and programs. Davenport & Company LLC prides itself on building lasting relationships through personalized financial solutions and a client-centric approach.
Phone: (757) 314-3600
Email: [email protected]
Address: 101 West Main Street, Suite 4000, Norfolk, VA 23510, United States
Website: investdavenport.com
2. Cerity Partners – Norfolk Office
Cerity Partners is a national, full-service wealth management firm dedicated to serving high-net-worth individuals, businesses, and nonprofit organizations. The Norfolk office, located at 150 W Main St, Suite 1500, offers a comprehensive suite of services, including investment solutions, financial planning, tax planning and preparation, estate and gift planning, and risk management. The firm emphasizes a personalized approach, aiming to understand each client’s unique financial and life goals. Cerity Partners’ Concierge Program provides a complimentary 30-minute discovery call to match clients with the advisor best suited to their needs. The Norfolk team includes professionals like Micayla Coleman, a Client Service Associate with extensive customer service experience, and Julia Minder, a Senior Associate with a background in assurance services at Ernst & Young. The firm is committed to delivering objective financial advice and building lasting relationships with clients.
Phone: (757) 305-1500
Email: [email protected]
Address: 150 W Main St, Suite 1500, Norfolk, VA 23510, United States
Website: ceritypartners.com
3. Heritage Wealth Management Group
Heritage Wealth Management Group is a fee-only, independent financial advisory firm based in Norfolk, Virginia. Founded in 2004, the firm is dedicated to assisting individuals and families in achieving financial freedom through holistic financial planning and customized investment solutions. Their services encompass comprehensive financial planning, investment management, estate planning, tax strategies, and risk management. With a client-centric approach, Heritage Wealth Management Group focuses on building long-term, trust-based relationships, providing personalized strategies aligned with clients’ values and goals. The firm operates with integrity and independence, ensuring unbiased advice tailored to each client’s unique financial situation.
Phone: (757) 321-3725
Email: [email protected]
Address: 733 Boush Street, Suite 100, Norfolk, VA 23510, United States
Website: hwmgroup.com
4. Dominion Capital Partners
Dominion Capital Partners is a Norfolk, Virginia-based wealth management firm offering a comprehensive suite of financial services. Their offerings include retirement planning, investment management, estate planning, insurance solutions, and tax strategies. The firm is led by professionals holding Series 7, 65, and 66 licenses, ensuring a high standard of financial expertise. Operating from their office at 711 West 21st Street, Dominion Capital Partners is committed to providing personalized financial strategies to help clients achieve their financial goals.
Phone: (757) 961-0067
Email: [email protected]
Address: 711 W 21st St, Norfolk, VA 23517, United States
Website: dcpwealth.com
5. Wilbanks Smith & Thomas Asset Management, LLC
Wilbanks Smith & Thomas Asset Management, LLC (WST) is an independent, employee-owned investment advisory firm based in Norfolk, Virginia. Established in 1990, WST offers a range of financial services, including investment advisory and capital management. The firm specializes in risk-managed exchange-traded fund (ETF) portfolio strategies, aiming to provide clients with tailored investment solutions. With a commitment to client-centric service, WST emphasizes personalized financial strategies to meet the unique needs of individuals, families, and institutions.
Phone: (757) 623-3676
Email: [email protected]
Address: 150 West Main Street, Suite 1700, Norfolk, VA 23510, United States
Website: wstam.com
6. Martello Investments, LLC
Martello Investments, LLC is an independent, fee-only registered investment advisor headquartered in Norfolk, Virginia. Founded in 2017 by Arthur Grizzle, CFA, and Charles Culver, CFP, the firm specializes in providing tailored investment management and financial planning services to high-net-worth individuals, families, trusts, and charitable organizations. Martello emphasizes a fiduciary approach, ensuring that clients receive objective advice aligned with their financial goals. Their services encompass retirement planning, estate planning, tax strategies, and charitable giving, aiming to help clients grow and protect their wealth. With a commitment to transparency and personalized care, Martello Investments strives to empower clients to confidently navigate their financial futures.
Phone: (757) 337-3599
Email: [email protected]
Address: 201 E City Hall Ave, Suite 700, Norfolk, VA 23510, United States
Website: martelloinvestments.com
Understanding Norfolk’s Investment Firm Landscape
Finding the right investment firm is a personal decision that should align with one’s financial objectives, risk tolerance, and preferred level of engagement. Norfolk’s investment advisory market reflects the city’s economic diversity, offering solutions for both new investors and those with more complex financial portfolios. While this guide does not endorse any particular firm, it serves to highlight the range of services and expertise accessible in the area. With careful research and thoughtful comparison, investors can choose a firm that meets their needs and supports their financial goals. As Norfolk continues to evolve, its investment firms remain a valuable resource for building and protecting wealth.
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