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Showing 1 - 12 of 12 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
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
CHASE BENEFIT ADVISORS
CHASE BENEFIT ADVISORS
Glen Allen, Virginia
1-24 employees
Chase Dominion Advisors is your trusted retirement plan partner. Our mission is to help more people pursue retirement on their terms by helping them save and invest wisely through proper plan design and carefully crafted employee communications. Clarke Chase founded Chase Dominion Advisors in 1985 with the belief that every American worker should have the opportunity to retire on their terms. For more than 25 years, Clarke and his team of professionals have been helping plan sponsors implement retirement plans designed to help increase employees’ “retirement readiness.” When seeking the most appropriate retirement plan for your company and your employees, it’s critical to incorporate the guidance of those who are dedicated to providing impartial advice and innovative strategies. At Chase Dominion Advisors, we help you and your workforce pursue your respective financial goals, and we welcome the opportunity to serve your needs. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.sipc.org 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. For a list of states in which we are registered to do business, please visit www.chasedominion.com
Retirement Benefits Rank
Top Benefits
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
WILKINSON WEALTH MANAGEMENT, LLC
WILKINSON WEALTH MANAGEMENT, LLC
Charlottesville, Virginia
1-24 employees
Comprehensive personal financial planning and investment management guidance for families, small business owners, and individuals.
Retirement Benefits Rank
Below Market
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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
MERIDIAN FINANCIAL PARTNERS
MERIDIAN FINANCIAL PARTNERS
Warrenton, Virginia
1-24 employees
Headquartered in Warrenton, VA, Meridian provides holistic financial solutions to individuals and organizations nationwide. The firm offers deep expertise and services in investment management, financial planning, and strategic integration of financial resources. Meridian is one of the rare few that offers completely unbiased guidance and solutions to help clients create and manage a clear financial path to their life goals. The firm's partners have earned the unwavering trust of many long-term clients, who enjoy financial peace of mind as a result of the knowledge, customized care and - most especially, clarity - which Meridian consistently delivers.
Retirement Benefits Rank
Market Competitive
LARSON WEALTH MANAGEMENT, LLC
LARSON WEALTH MANAGEMENT, LLC
Harrisonburg, Virginia
1-24 employees
Welcome to Larson Wealth Management, your source for full-service comprehensive financial and retirement planning in Harrisonburg, VA. Our goal is to provide you with objective, pertinent, timely financial advice as we work alongside your CPA, attorney, and other advisors as we implement and monitor your financial plan. We have the experience and tools to help strategically formulate your financial plan and keep you on the right path as you go through your retirement planning. The LPL Financial Registered Representative associated with this page may discuss and/or transact securities business with representatives of the following states: Virginia, Maryland, District of Columbia, West Virginia, Tennessee, New York, Florida, Pennsylvania, North Carolina, Arizona, Georgia, South Carolina, and Massachusetts. For a list of states in which we are licensed to do business, please visit www.larsonwealthmgt.com 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 and financial planning offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org
Retirement Benefits Rank
Market Leading
ALPHA WEALTH ADVISORS, LLC
ALPHA WEALTH ADVISORS, LLC
Glen Allen, Virginia
1-24 employees
Alpha Wealth is an independent and privately held wealth management firm specializing in the management of small business retirement plans, investment planning strategies and asset allocation programs for individuals, family-owned and closely held businesses. We are dedicated to developing lasting relationships with all of our clients. We strive to know and understand your financial situation and provide you with high quality information, services, and products to help you reach your goals. Founded in July 2012, our advisors manage more than $305 million in assets under management as of December 31, 2022. The principals at Alpha Wealth have more than 65 years of combined experience in the wealth management and finance industries. Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC www.finra.org www.sipc.org. Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS), an affiliate of Kestra IS. Alpha Wealth Advisors, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. https://www.finra.org/ https://www.sipc.org/
Retirement Benefits Rank
Market Competitive
MILLER FINANCIAL GROUP
MILLER FINANCIAL GROUP
Charlottesville, Virginia
1-24 employees
At Miller Financial Group, we recognize that change is a constant. Your goals and objectives change over time, and so do the financial markets. We focus on building income strategies that can easily adapt to your evolving needs and circumstances—as well as external forces, like changing financial and economic conditions. We provide direction and assistance by offering you an array of resources to address the milestones throughout your financial life. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Wealthcare Advisory Partners LLC a registered investment advisor. Wealthcare Advisory Partners LLC and Miller Financial Group 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
Market Leading
THE LEGACY FOUNDATION
THE LEGACY FOUNDATION
Charlottesville, Virginia
All Size Average employees
The Legacy Foundation, LLC is an independent firm providing financial planning strategies and asset management. For 30 years we have been advising clients, primarily university employees, using our expertise in the area of pension planning and our comprehensive understanding of the myriad choices and changes that occur with employer benefit plans. Our comprehensive financial counseling includes: · Assessing our clients’ current financial positions and identifying any deficits that may impede attainment of their financial goals. · Reviewing the core benefits available to our clients as employees: retirement plans, health care plans, disability and life insurance to ensure those employer plans are being utilized in the most advantageous ways. · Assembling financial strategies using the most tax favored programs and products that address short and long-term financial goals. Our advising staff consists of professionals with a vast range of distinguished credentials, including Chartered Financial Consultant, Accredited Asset Management Specialist, Chartered Financial Analyst, MBA, Securities Registrations with LPL Financial – series 6, 63, 7, 24. In addition, we are health and life insurance licensed.
Retirement Benefits Rank
Market Leading