{"id":17833,"date":"2025-05-10T05:31:23","date_gmt":"2025-05-10T05:31:23","guid":{"rendered":"https:\/\/pillarwm.com\/investment-firms\/?page_id=17833"},"modified":"2025-05-12T05:39:30","modified_gmt":"2025-05-12T05:39:30","slug":"virginia-beach-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/investment-firms\/virginia-beach-to-consider\/","title":{"rendered":"Investment Firms in Virginia Beach To Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"996\" height=\"664\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-2.jpeg\" alt=\"Investment Firms in Virginia Beach To Consider\" class=\"wp-image-45689\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-2.jpeg 996w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-2-768x512.jpeg 768w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-2-600x400.jpeg 600w\" sizes=\"(max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<p>Selecting the right investment firm is an important step toward securing your long-term financial future. Whether you&#8217;re focused on building a diversified portfolio, planning for retirement, or pursuing new growth opportunities, working with a trusted investment firm can offer the guidance and confidence needed to navigate the complexities of today\u2019s markets.<\/p>\n\n\n\n<p>For individuals and businesses in Virginia Beach seeking professional investment expertise, the firms highlighted below are recognized for their personalized strategies, commitment to fiduciary principles, and strong knowledge of the local financial landscape.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Jenieza Alston MBA- LPL Financial Advisor<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXday9RUZlDtCbrnIEgtMwuT2TdtyqMOxjj3Cy5fF2DtcgL8mU1tt41lmTZwZqatcftPbx0rGHtdLsi4cYYvVvFEXZJSJKPX888KPPTDrMWwdFOk998tqvTorUn0m_hpF1XzdnpwZA.png\" alt=\"\" class=\"wp-image-45691\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXday9RUZlDtCbrnIEgtMwuT2TdtyqMOxjj3Cy5fF2DtcgL8mU1tt41lmTZwZqatcftPbx0rGHtdLsi4cYYvVvFEXZJSJKPX888KPPTDrMWwdFOk998tqvTorUn0m_hpF1XzdnpwZA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXday9RUZlDtCbrnIEgtMwuT2TdtyqMOxjj3Cy5fF2DtcgL8mU1tt41lmTZwZqatcftPbx0rGHtdLsi4cYYvVvFEXZJSJKPX888KPPTDrMWwdFOk998tqvTorUn0m_hpF1XzdnpwZA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Alston Wealth Group is a Chesapeake, Virginia-based financial advisory firm led by Jenieza Alston, MBA, a seasoned Wealth Advisor affiliated with LPL Financial. With over 20 years of residency in Virginia Beach, Jenieza is dedicated to empowering clients through personalized financial strategies and education.<\/p>\n\n\n\n<p>Address: 780 Lynnhaven Pkwy #400, Virginia Beach, VA 23452<\/p>\n\n\n\n<p>Phone: 17579941529<\/p>\n\n\n\n<p>Email: jenieza.alston@lpl.com<\/p>\n\n\n\n<p>Website: http:\/\/www.alstonwealthgroup.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Clarke Financial Management<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfKnxHYBlcE-95geqBMzCrOh22MKifx5M0oaQ4jMOfFlvP4HeFTU7RupYtGCxSFNl0umdF0JkRPc6oL4Utco9hrtLwV8tIyOU4tGE1J6XMPmAoG4RoHn0f0aCNxQ3bPxsdpNL3BCA.png\" alt=\"\" class=\"wp-image-45695\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfKnxHYBlcE-95geqBMzCrOh22MKifx5M0oaQ4jMOfFlvP4HeFTU7RupYtGCxSFNl0umdF0JkRPc6oL4Utco9hrtLwV8tIyOU4tGE1J6XMPmAoG4RoHn0f0aCNxQ3bPxsdpNL3BCA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfKnxHYBlcE-95geqBMzCrOh22MKifx5M0oaQ4jMOfFlvP4HeFTU7RupYtGCxSFNl0umdF0JkRPc6oL4Utco9hrtLwV8tIyOU4tGE1J6XMPmAoG4RoHn0f0aCNxQ3bPxsdpNL3BCA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bClarke Financial Management (CFM) is a Virginia Beach-based financial services firm dedicated to helping individuals, families, and businesses achieve financial independence through personalized, comprehensive planning. Founded in 2012, CFM emphasizes trust, transparency, and accountability in every client relationship.<\/p>\n\n\n\n<p>Address: 468 Viking Dr Ste 102, Virginia Beach, VA 23452<\/p>\n\n\n\n<p>Phone: 17579654009<\/p>\n\n\n\n<p>Email: tparker@cfmva.com<\/p>\n\n\n\n<p>Website: https:\/\/www.cfmva.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Virginia Wealth Management Group Inc.<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXecYvuY8Vz1UwNZVscayibjratUo2pWWrHC59uQFTBTAvRSAadVYWiYw5Dz16Pfo4CxHMtMnV2nsuUa6XOhYp78YPAQ85pl1V7JGZlglv3t83sjb5Pc-WhVLe8O3gVhjsxZLnI-jA.png\" alt=\"\" class=\"wp-image-45697\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXecYvuY8Vz1UwNZVscayibjratUo2pWWrHC59uQFTBTAvRSAadVYWiYw5Dz16Pfo4CxHMtMnV2nsuUa6XOhYp78YPAQ85pl1V7JGZlglv3t83sjb5Pc-WhVLe8O3gVhjsxZLnI-jA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXecYvuY8Vz1UwNZVscayibjratUo2pWWrHC59uQFTBTAvRSAadVYWiYw5Dz16Pfo4CxHMtMnV2nsuUa6XOhYp78YPAQ85pl1V7JGZlglv3t83sjb5Pc-WhVLe8O3gVhjsxZLnI-jA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Virginia Wealth Management Group is a boutique, family-owned Registered Investment Adviser based in Virginia Beach, Virginia. Founded in 2006 by Stephen R. Saal and now co-led with his son, Scott R. Saal, CFP\u00ae, the firm offers personalized, fiduciary financial services tailored to each client\u2019s unique goals and circumstances.<\/p>\n\n\n\n<p>Address: 4460 Corporation Ln #180, Virginia Beach, VA 23462<\/p>\n\n\n\n<p>Phone: 17579631823<\/p>\n\n\n\n<p>Email: scottsaal@vwmg.net<\/p>\n\n\n\n<p>Website: http:\/\/www.vwmg.net\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Sandpiper Capital<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeHa7lMq9CxLY9X7ptG2aVSZrQN8LP77Dh1q3AGH2m2D41i1aCB0Fl8-Amy9ITh4TbE0mXyQAR2a3Lm_6ek2xkekR2_Kpx03H4zjTsQ6GLXYw8oYpf199wcwPrSRXXqy5vySZVh.png\" alt=\"\" class=\"wp-image-45693\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeHa7lMq9CxLY9X7ptG2aVSZrQN8LP77Dh1q3AGH2m2D41i1aCB0Fl8-Amy9ITh4TbE0mXyQAR2a3Lm_6ek2xkekR2_Kpx03H4zjTsQ6GLXYw8oYpf199wcwPrSRXXqy5vySZVh.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeHa7lMq9CxLY9X7ptG2aVSZrQN8LP77Dh1q3AGH2m2D41i1aCB0Fl8-Amy9ITh4TbE0mXyQAR2a3Lm_6ek2xkekR2_Kpx03H4zjTsQ6GLXYw8oYpf199wcwPrSRXXqy5vySZVh-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Sandpiper Capital is a fee-only Registered Investment Adviser based in Norfolk, Virginia, committed to delivering personalized, risk-conscious investment solutions that align with clients\u2019 values and long-term financial goals. Founded in 1994, the firm manages approximately $36 million in assets across 73 discretionary accounts, serving individuals, nonprofits, and institutions.<\/p>\n\n\n\n<p>Address: 1613 Laskin Rd, Virginia Beach, VA 23451<\/p>\n\n\n\n<p>Phone: 17579624596<\/p>\n\n\n\n<p>Email: inquiries@sandpiper-capital.com<\/p>\n\n\n\n<p>Website: https:\/\/sandpiper-capital.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fox Three Partners<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcmIboNzC-8EKkilPc9FhGNuJOlL9RhkUZo6fxfsZpY57gp4OP3lIDHk1EbEjZa4WalMxn35ExXWLkTJYhKWEtGf-EzqGV68xzPG80feqKD57_gyQuBTCu_AXY2gRLFEcmS95vW.png\" alt=\"\" class=\"wp-image-45698\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcmIboNzC-8EKkilPc9FhGNuJOlL9RhkUZo6fxfsZpY57gp4OP3lIDHk1EbEjZa4WalMxn35ExXWLkTJYhKWEtGf-EzqGV68xzPG80feqKD57_gyQuBTCu_AXY2gRLFEcmS95vW.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcmIboNzC-8EKkilPc9FhGNuJOlL9RhkUZo6fxfsZpY57gp4OP3lIDHk1EbEjZa4WalMxn35ExXWLkTJYhKWEtGf-EzqGV68xzPG80feqKD57_gyQuBTCu_AXY2gRLFEcmS95vW-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Fox Three Partners is a Virginia Beach-based private investment firm specializing in partnering with established, profitable companies to drive growth and operational excellence. Founded in 2014, the firm adopts a veteran-led, mission-driven approach, reflecting its commitment to discipline, integrity, and long-term success.<\/p>\n\n\n\n<p>Address: 1613 Laskin Rd, Virginia Beach, VA 23451<\/p>\n\n\n\n<p>Phone: 17576198875<\/p>\n\n\n\n<p>Email: sydney@fox3partners.com<\/p>\n\n\n\n<p>Website: http:\/\/www.fox3partners.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Summit Group of Virginia an Alera Group Company<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfPfrlA0g-iOxJLQPxN1_eXfbMNoQDiKe9HDaC-vPRxh0r9kQaTH_NrgvWDqdiiNTKoXUiVNtpJjE1tOCHzwGLUg7yNwEYi3MovTkFuBoNbqGpJ-lFwMSET0oB7kQrUYgEl_LwLuA.png\" alt=\"\" class=\"wp-image-45694\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfPfrlA0g-iOxJLQPxN1_eXfbMNoQDiKe9HDaC-vPRxh0r9kQaTH_NrgvWDqdiiNTKoXUiVNtpJjE1tOCHzwGLUg7yNwEYi3MovTkFuBoNbqGpJ-lFwMSET0oB7kQrUYgEl_LwLuA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfPfrlA0g-iOxJLQPxN1_eXfbMNoQDiKe9HDaC-vPRxh0r9kQaTH_NrgvWDqdiiNTKoXUiVNtpJjE1tOCHzwGLUg7yNwEYi3MovTkFuBoNbqGpJ-lFwMSET0oB7kQrUYgEl_LwLuA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Summit Group of Virginia is an independent financial consulting firm based in Virginia Beach, Virginia, dedicated to providing personalized financial solutions to individuals and organizations nationwide. Founded in 1996, the firm manages over $2.5 billion in assets under advisement as of December 31, 2022. \u200b<\/p>\n\n\n\n<p>In 2022, Summit Group joined Alera Group, a national financial services firm, enhancing its capabilities in employee benefits, property and casualty insurance, retirement plan services, and wealth solutions.<\/p>\n\n\n\n<p>Address: 192 Ballard Ct #400, Virginia Beach, VA 23462<\/p>\n\n\n\n<p>Phone: 17574998300<\/p>\n\n\n\n<p>Email: agaller@summitgroupva.com<\/p>\n\n\n\n<p>Website: http:\/\/www.summitgroupva.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">First Command Financial Planning<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXej1gsoLemUkZMDd3-k5ccbU26cvsTxXPfC0FVDUlO_zn140lYOkPqwCTFn53YVv9wLgCtxUp4hIiz_iuElbv_ZG5CuwD9_ew5c8hjcX0KgaNe-raLfvX-A4dr2nwuzyyb1DlwDTw.png\" alt=\"\" class=\"wp-image-45696\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXej1gsoLemUkZMDd3-k5ccbU26cvsTxXPfC0FVDUlO_zn140lYOkPqwCTFn53YVv9wLgCtxUp4hIiz_iuElbv_ZG5CuwD9_ew5c8hjcX0KgaNe-raLfvX-A4dr2nwuzyyb1DlwDTw.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXej1gsoLemUkZMDd3-k5ccbU26cvsTxXPfC0FVDUlO_zn140lYOkPqwCTFn53YVv9wLgCtxUp4hIiz_iuElbv_ZG5CuwD9_ew5c8hjcX0KgaNe-raLfvX-A4dr2nwuzyyb1DlwDTw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>First Command Financial Services is a financial planning firm headquartered in Fort Worth, Texas, dedicated to serving U.S. military families, veterans, and federal employees. Established in 1958, the firm has a long-standing commitment to helping clients pursue financial security through personalized coaching and comprehensive financial solutions.<\/p>\n\n\n\n<p>Address: 1 Columbus Ctr #930, Virginia Beach, VA 23462<\/p>\n\n\n\n<p>Phone: 17574998772<\/p>\n\n\n\n<p>Email: sspiker@firstcommand.com<\/p>\n\n\n\n<p>Website: http:\/\/www.firstcommand.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">WealthTrak Advisors L.LC.<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXe06YapG9EKAXmt4arClBMoF13x-mVSUSJZKhVHY87DML0rXRLkrzWLY-YdxYEbyYugrm0DMed5QagrwZHN-2ch14mkoZqKcQZUCSuRx89aWNkZcVh0GNU4jR_f_qCtBd3E1Iax.png\" alt=\"\" class=\"wp-image-45690\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXe06YapG9EKAXmt4arClBMoF13x-mVSUSJZKhVHY87DML0rXRLkrzWLY-YdxYEbyYugrm0DMed5QagrwZHN-2ch14mkoZqKcQZUCSuRx89aWNkZcVh0GNU4jR_f_qCtBd3E1Iax.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXe06YapG9EKAXmt4arClBMoF13x-mVSUSJZKhVHY87DML0rXRLkrzWLY-YdxYEbyYugrm0DMed5QagrwZHN-2ch14mkoZqKcQZUCSuRx89aWNkZcVh0GNU4jR_f_qCtBd3E1Iax-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>WealthTrak Advisors is a Virginia Beach-based financial advisory firm dedicated to helping individuals and families achieve financial confidence and independence. Founded in 1991 as First Financial Planners, the firm rebranded to WealthTrak Advisors and has since built a reputation for personalized, client-focused financial planning.<\/p>\n\n\n\n<p>Address: 4536 Bonney Rd, Virginia Beach, VA 23462<\/p>\n\n\n\n<p>Phone: 17575231250<\/p>\n\n\n\n<p>Email: connect@wealthtrakcm.com<\/p>\n\n\n\n<p>Website: http:\/\/www.wealthtrakadvisors.com<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Legacy Planning Alliance Inc.<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcva42UUEbQ9WOSL3o48Z29e5RJo8Xvoy3Qx12to14dU4UPGAKNLkgcoveuqWQ3NdIruBtR0thkt3CCJlZ2_y2YjviujYjd8b5Me8YzDzkkxaoBmzHpye0VZSL81M_W5deTBjaV.png\" alt=\"\" class=\"wp-image-45692\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcva42UUEbQ9WOSL3o48Z29e5RJo8Xvoy3Qx12to14dU4UPGAKNLkgcoveuqWQ3NdIruBtR0thkt3CCJlZ2_y2YjviujYjd8b5Me8YzDzkkxaoBmzHpye0VZSL81M_W5deTBjaV.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcva42UUEbQ9WOSL3o48Z29e5RJo8Xvoy3Qx12to14dU4UPGAKNLkgcoveuqWQ3NdIruBtR0thkt3CCJlZ2_y2YjviujYjd8b5Me8YzDzkkxaoBmzHpye0VZSL81M_W5deTBjaV-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bLegacy Planning Alliance, Inc. is a Virginia Beach-based financial services firm specializing in asset protection, retirement income strategies, and comprehensive wealth management. Founded in 1985 and incorporated in 1996, the firm is led by President Joseph Maggiore and is committed to delivering personalized financial solutions with a focus on integrity and individualized client care.<\/p>\n\n\n\n<p>Address: 911 First Colonial Rd Suite 100, Virginia Beach, VA 23454<\/p>\n\n\n\n<p>Phone: 17575499681<\/p>\n\n\n\n<p>Email: joe@legacyplan.net<\/p>\n\n\n\n<p>Website: https:\/\/www.legacyplan.net\/about<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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