ChooseAFinancialAdvisor.com

CPA financial planners in Virginia

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

37 advisors

Palladium Wealth Management
41yrs
David Spence
Financial advisor
Burke, VA
Top 3% by experience nationwide
CPA/PFSFiduciary
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Savant Wealth Management
39yrs
John Frisch
Financial advisor
9161 Liberia Ave Suite #100
Manassas, VA 20110
Top 2% by experience at Savant Wealth Management
CFP®CPA/PFSFiduciary
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Partners in Financial Planning
36yrs
James Pearman
Financial advisor
421 South College Avenue
Salem, VA 24153
Top advisor by experience in Salem
CFP®CPA/PFSFiduciary
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Cetera Investment Advisers
35yrs
Terry Jones
Financial advisor
Falls Church, VA
Top 8% by experience nationwide
CPA/PFSFiduciary
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Glassman Wealth Services
33yrs
Dana Sippel
Financial advisor
8000 Towers Crescent Drive Suite 1450
Vienna, VA 22182
Top advisor by experience at Glassman Wealth Services
CFP®CPA/PFSFiduciary
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Cetera Investment Advisers
32yrs
John Hester
Financial advisor
2970 Chain Bridge Rd. Suite B
Oakton, VA 22124
Top 14% by experience in Oakton
CPA/PFSFiduciary
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Sentinel Wealth Management
31yrs
James Joseph
Financial advisor
11710 Plaza America Drive Suite 130
Reston, VA 20190
Top 15% by experience nationwide
CFP®CPA/PFSChFC
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Cetera Investment Advisers
29yrs
Mary Stralka
Financial advisor
Centreville, VA
Top 12% by experience in Centreville
CFP®CPA/PFS
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Capitol Securities Management
27yrs
Roy Alexander
Financial advisor
8134 Old Keene Mill Road #201
Springfield, VA 22152
Top 23% by experience nationwide
CPA/PFSFiduciary
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Osaic Wealth
27yrs
Robert Lank
Financial advisor
8219 Leesburg Pike Suite 200
Vienna, VA 22182
Top 23% by experience nationwide
CPA/PFSFiduciary
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Focus Partners Wealth
27yrs
James David
Financial advisor
8315 Route 29 Suite 325
Fairfax, VA 22031
Top 17% by experience at Focus Partners Wealth
CPA/PFSFiduciary
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Focus Partners Wealth
26yrs
Jeffrey Chernitzer
Financial advisor
150 W. Main Street Suite 1860
Norfolk, VA 23510
Top 17% by experience at Focus Partners Wealth
CPA/PFS
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Apella Wealth
25yrs
Daniel Bender
Financial advisor
725 Jackson Street Suite 210
Fredericksburg, VA 22401
Top 21% by experience at Apella Wealth
CFP®CPA/PFS
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Creative Planning
24yrs
Jason Williams
Financial advisor
8444 Westpark Drive, Suite 610
McLean, VA 22102
Top 17% by experience at Creative Planning
CFP®CPA/PFS
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Cetera Investment Advisers
24yrs
Paul Abbou
Financial advisor
Alexandria, VA
More experience than 69% of advisors nationwide
CFP®CPA/PFSFiduciary
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Apella Wealth
22yrs
David Bush
Financial advisor
4801 Courthouse Street, Suite 128
Williamsburg, VA 23188
More experience than 71% of advisors at Apella Wealth
CFP®CPA/PFS
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Verus Financial Partners
22yrs
Edward Hoppe
Financial advisor
9030 Stony Point Parkway Suite 160
Richmond, VA 23235
Top 25% by experience at Verus Financial Partners
CFP®CPA/PFS
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Auburn Skies Financial Advisors
21yrs
Robert Krueger
Financial advisor
Fairfax, VA
More experience than 63% of advisors nationwide
CPA/PFSFiduciaryFee-only firm
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Wealthcrossing
20yrs
Stephanie Stumpf
Financial advisor
1001 Haxall Point Suite 705
Richmond, VA 23219
More experience than 61% of advisors nationwide
CFP®CPA/PFSFiduciary
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Wealthcare Capital Management
19yrs
Richard Van Zandt
Financial advisor
2 James Center 1021 East Cary Street, #702
Richmond, VA 23219
More experience than 59% of advisors nationwide
CPA/PFSFiduciary
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Cetera Investment Advisers
19yrs
Bradford Gregg
Financial advisor
13872 Coalfield Commons Pl Suite 104
Midlothian, VA 23114
More experience than 58% of advisors in Midlothian
CFP®CPA/PFSFiduciary
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R & J Financial Partners
19yrs
Clifton Rutherford
Financial advisor
116 Medical Circle
Winchester, VA 22601
More experience than 58% of advisors nationwide
CPA/PFSFiduciaryFee-only firm
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Spire Wealth Management
19yrs
Christopher Patterson
Financial advisor
7901 Jones Branch Dr. Suite 800
McLean, VA 22102
More experience than 58% of advisors nationwide
CPA/PFSFiduciary
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Strategent Financial
18yrs
Dale Lam
Financial advisor
185 Neff Avenue, Suite 102
Harrisonburg, VA 22801
More experience than 58% of advisors in Harrisonburg
CFP®CPA/PFSFiduciary
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