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Showing 1 - 12 of 23 results
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.
Harrisonburg, Virginia
1-24 employees
Graves Light Lenhart Private Wealth Management provides experienced wealth management and investment strategies for clients in Virginia and beyond. We use data-driven systems to create custom portfolios for a comprehensive approach to managing your wealth.
Retirement Benefits Rank
Top Benefits
THE EDGAR LOMAX COMPANY
THE EDGAR LOMAX COMPANY
Alexandria, Virginia
1-24 employees
The Edgar Lomax Company is a boutique asset management firm focusing on large-cap value style domestic, global, and international equity portfolios for institutional clients and high net worth individuals. The Edgar Lomax Company also manages a large-cap value style domestic equity mutual fund, and is located in Springfield, Virginia.
Retirement Benefits Rank
Market Leading
WELLINGTON RETIREMENT SOLUTIONS, INC.
WELLINGTON RETIREMENT SOLUTIONS, INC.
Chantilly, Virginia
1-24 employees
Pension plan design, administration, tax preparation, retirement planning, ERISA compliance. Focusing on 401(k) Plans with Safe Harbor, Cross-Testing, New Comparability, and other specialized 401(k) Plan provisions.
Retirement Benefits Rank
Top Benefits
FELTON GROUP, LLC
FELTON GROUP, LLC
Charlottesville, Virginia
25-49 employees
Felton Group LLC was formed in 2008 and is focused on providing our clients with superior private investigation and consulting services. Our company is managed by an experienced retired law enforcement professional with over 38 years of experience in law enforcement, security, and investigations. We maintain a highly respectable reputation in the industry. We have a history of professional relationships with all segments of the legal community. Our core belief is that nothing can replace experience, preparation and dogged determination in conducting investigations. Our office is located in Goshen, NY and we provide our investigative services throughout the Hudson River Valley of New York State and surrounding areas.
Retirement Benefits Rank
Top Benefits
TOTH FINANCIAL ADVISORY CORPORATION
TOTH FINANCIAL ADVISORY CORPORATION
Leesburg, Virginia
1-24 employees
Toth Financial professionals have delivered world-class financial and investment advice for over 32 years to our client base of high net-worth individuals. With over 100 years of combined expertise developing and managing assets, the investment professionals at Toth Financial take pride in developing highly customized portfolios that take into consideration risk tolerance, market conditions, retirement goals, and much more. Toth Financial clients place their trust and confidence in us. As a result, we are relentless in earning and retaining that trust. We are proud of our long-term client relationships.
Retirement Benefits Rank
Top Benefits
WEALTHCREST FINANCIAL SERVICES, LLC
WEALTHCREST FINANCIAL SERVICES, LLC
Springfield, Virginia
1-24 employees
WealthCrest is a financial services firm providing advice and counseling on financial planning, investment management, life and health insurance, disability insurance, Long Term Care (LTC), retirement planning, Survivor Benefit Plans (SBP) and 401k or Thrift Saving Plan (TSP). WealthCrest is located in Northern Virginia and predominately serves Federal and Military Employees, both active and retired, as well as those who contract with the federal government.
Retirement Benefits Rank
Top Benefits
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MIYE WIRE, LLC
MIYE WIRE, LLC
Reston, Virginia
1-24 employees
Financial planning and wealth management services
Retirement Benefits Rank
Market Leading
HOWARD V. SLOAN
HOWARD V. SLOAN
Annandale, Virginia
1-24 employees
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC. Follow us on Twitter @lpl. • Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL as to accuracy or completeness.
Retirement Benefits Rank
Market Competitive
HANDFORD FINANCIAL STRATEGIES
HANDFORD FINANCIAL STRATEGIES
Warrenton, Virginia
1-24 employees
Handford Financial Strategies is an independent financial consulting firm in the Northern Virginia/DC area.
Retirement Benefits Rank
Market Laggard
STRATEGENT FINANCIAL, LLC
STRATEGENT FINANCIAL, LLC
Harrisonburg, Virginia
1-24 employees
Strategent Financial, LLC was founded by Dale S. Lam to provide financial advisory and wealth management services to a select group of clients. The foundational underpinnings for Strategent’s client service strategy is that successful individuals and families require and deserve sound financial strategies, investment management and advisor oversight. In essence, Strategent provides a “personal” chief financial officer service to its clients, just as successful corporations rely upon a chief financial officer to execute and manage their financial concerns. Through its consultative client service, Strategent provides a comprehensive financial solution to meet the needs of its clients. By thoroughly understanding its clients’ goals and objectives, Strategent is well positioned to provide the appropriate investment plans and advanced planning tools that they require. Strategent Financial is an independent, fee-only advisory firm. As a registered investment advisory firm, Strategent has a fiduciary responsibility to its clients. Strategent is compensated solely from its clients and does not receive commissions from third parties for selling products.
Retirement Benefits Rank
Market Leading
BUCHANAN WEALTH MANAGEMENT, LLC
BUCHANAN WEALTH MANAGEMENT, LLC
Reston, Virginia
1-24 employees
What does “wealth” look like to you? How do you envision it? We believe the key to discovering your path to wealth starts with identifying your Purpose and Passion. We’ll work together to clarify your vision of wealth by defining and considering your unique objectives. The outcome is a goal-based plan tied specifically to those objectives. Through understanding your own vision, and the role money plays within that vision, you’ll have the potential to unlock the satisfaction of knowing how to Pursue your Purpose and Passion in life. *** Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Buchanan Wealth Management, a registered investment advisor and separate entity from LPL Financial. The registered representative associated with this page may only discuss or transact business with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, MI, MS, NY, OH, SC, TN, TX, VA, WA
Retirement Benefits Rank
Market Competitive
ARCURI ASSOCIATES WEALTH MANAGEMENT LLC
ARCURI ASSOCIATES WEALTH MANAGEMENT LLC
Charlottesville, Virginia
1-24 employees
Arcuri Associates is a Veteran-owned business. We take a customized yet simple approach to planning: understand our clients in an effort to make the most suitable decisions possible. We take time to learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Building long-term relationships that encourage open and honest communication has been the cornerstone of our client/advisor relationships. Together, we develop and implement the recommendation and then monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals, and when necessary, we will adjust your financial plan. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Arcuri Associates Wealth Management are separate entities from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Retirement Benefits Rank
Top Benefits