CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.
Palladium Wealth Management
Top 3% by experience nationwide
CPA/PFSFiduciary
Savant Wealth Management
39yrs
John FrischFinancial advisor
9161 Liberia Ave Suite #100
Manassas, VA 20110
Top 2% by experience at Savant Wealth Management
CFP®CPA/PFSFiduciary
Partners in Financial Planning
36yrs
James PearmanFinancial advisor
421 South College Avenue
Salem, VA 24153
Top advisor by experience in Salem
CFP®CPA/PFSFiduciary
Cetera Investment Advisers
Top 8% by experience nationwide
CPA/PFSFiduciary
Glassman Wealth Services
33yrs
Dana SippelFinancial advisor
8000 Towers Crescent Drive Suite 1450
Vienna, VA 22182
Top advisor by experience at Glassman Wealth Services
CFP®CPA/PFSFiduciary
Cetera Investment Advisers
32yrs
John HesterFinancial advisor
2970 Chain Bridge Rd. Suite B
Oakton, VA 22124
Top 14% by experience in Oakton
CPA/PFSFiduciary
Sentinel Wealth Management
31yrs
James JosephFinancial advisor
11710 Plaza America Drive Suite 130
Reston, VA 20190
Top 15% by experience nationwide
CFP®CPA/PFSChFC
Cetera Investment Advisers
Top 12% by experience in Centreville
CFP®CPA/PFS
Capitol Securities Management
27yrs
Roy AlexanderFinancial advisor
8134 Old Keene Mill Road #201
Springfield, VA 22152
Top 23% by experience nationwide
CPA/PFSFiduciary
Osaic Wealth
27yrs
Robert LankFinancial advisor
8219 Leesburg Pike Suite 200
Vienna, VA 22182
Top 23% by experience nationwide
CPA/PFSFiduciary
Focus Partners Wealth
27yrs
James DavidFinancial advisor
8315 Route 29 Suite 325
Fairfax, VA 22031
Top 17% by experience at Focus Partners Wealth
CPA/PFSFiduciary
Focus Partners Wealth
Top 17% by experience at Focus Partners Wealth
CPA/PFS
Apella Wealth
25yrs
Daniel BenderFinancial advisor
725 Jackson Street Suite 210
Fredericksburg, VA 22401
Top 21% by experience at Apella Wealth
CFP®CPA/PFS
Creative Planning
24yrs
Jason WilliamsFinancial advisor
8444 Westpark Drive, Suite 610
McLean, VA 22102
Top 17% by experience at Creative Planning
CFP®CPA/PFS
Cetera Investment Advisers
More experience than 69% of advisors nationwide
CFP®CPA/PFSFiduciary
Apella Wealth
22yrs
David BushFinancial advisor
4801 Courthouse Street, Suite 128
Williamsburg, VA 23188
More experience than 71% of advisors at Apella Wealth
CFP®CPA/PFS
Verus Financial Partners
22yrs
Edward HoppeFinancial advisor
9030 Stony Point Parkway Suite 160
Richmond, VA 23235
Top 25% by experience at Verus Financial Partners
CFP®CPA/PFS
Auburn Skies Financial Advisors
More experience than 63% of advisors nationwide
CPA/PFSFiduciaryFee-only firm
Wealthcrossing
More experience than 61% of advisors nationwide
CFP®CPA/PFSFiduciary
Wealthcare Capital Management
19yrs
Richard Van ZandtFinancial advisor
2 James Center 1021 East Cary Street, #702
Richmond, VA 23219
More experience than 59% of advisors nationwide
CPA/PFSFiduciary
Cetera Investment Advisers
19yrs
Bradford GreggFinancial advisor
13872 Coalfield Commons Pl Suite 104
Midlothian, VA 23114
More experience than 58% of advisors in Midlothian
CFP®CPA/PFSFiduciary
R & J Financial Partners
More experience than 58% of advisors nationwide
CPA/PFSFiduciaryFee-only firm
Spire Wealth Management
More experience than 58% of advisors nationwide
CPA/PFSFiduciary
Strategent Financial
18yrs
Dale LamFinancial advisor
185 Neff Avenue, Suite 102
Harrisonburg, VA 22801
More experience than 58% of advisors in Harrisonburg
CFP®CPA/PFSFiduciary