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Showing 1 - 12 of 14 results
MASON & ASSOCIATES, LLC
MASON & ASSOCIATES, LLC
Newport News, Virginia
1-24 employees
Mason & Associates is an independent, fee-only financial planning firm located in Newport News, Virginia. We provide ongoing comprehensive financial planning and tax planning advice to clients locally and throughout the United States. Our financial advisors specialize in providing financial planning advice to federal employees who are covered by the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS). The financial planning team helps federal employees maximize federal benefits and provides guidance in all areas of financial planning such as retirement planning, tax planning, and estate planning. Not a federal employee? No problem! We serve a variety of clients who have no ties to the federal government other than the taxes they pay. Our financial planning process and client experience allows us to serve families who are already retired or actively working. John Mason, CFP®, Michael Mason, CFP®, and Tommy Blackburn, CFP®, CPA host the Federal Employee Financial Planning Podcast. The episodes discuss a wide range of federal benefits, tax and financial planning strategies, and at times features guests from other areas of the financial industry. Investment advisory services offered through Mason & Associates.
Retirement Benefits Rank
Top Benefits
MAINSAIL WEALTH ADVISORS, LLC
MAINSAIL WEALTH ADVISORS, LLC
Gloucester, Virginia
1-24 employees
At our core, Mainsail Wealth Advisors is focused on providing investment management, retirement planning, and estate planning services to retirees and pre-retirees. We strive to provide a high level of professional service to each of the households we are fortunate to serve. By understanding the unique needs of each client, helping them create a plan tailored to their specific goals, and meeting face to face on a consistent basis, we have a client service culture that helps us provide the highest level of service. Today our boutique practice serves over 500 families and businesses across twenty states from our two locations, Gloucester and Richmond, VA. We invite you to give us a call and experience the Mainsail difference. Mainsail Wealth Advisors, LLC Mainsail Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Office phone: 804-693-5500 Office fax: 804-693-2925
Retirement Benefits Rank
Market Leading
TULL FINANCIAL GROUP, INC..
TULL FINANCIAL GROUP, INC..
Chesapeake, Virginia
1-24 employees
Tull Financial Group, Inc., a fee-only firm, specializes in Investment Management and Financial Planning Services. Our mission is to help you achieve financial freedom and accomplish more. We help you define your financial goals and be proactive in implementing them, while we monitor your progress for the adjustments that life often requires. With over 30 years of experience, we have enjoyed serving our clients with integrity, thoroughness, and care – we want you to be able to focus on living your life, not worrying about how to pay for it. We welcome the opportunity to assist you with your wealth management and planning needs. Your initial visit is complimentary; fees are quoted and agreed upon in advance, and are clearly disclosed. TFG Specialties: Wealth Management, Investment Management, Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Retirement Planning, 401(k)/403(b)/IRAs, Employee Benefits, Social Security, Women's Finances, Life Transitions, Budget & Debt Management, Long-term Care, Charitable Giving Planning, Estate Planning, Legacy Planning, Transition of Wealth
Retirement Benefits Rank
Market Competitive
FIRST LANDING FINANCIAL, LLC
FIRST LANDING FINANCIAL, LLC
Virginia Beach, Virginia
1-24 employees
We serve as 401k Consulting Specialists and Private Wealth Management Advisors for business owners, executives, and retirees of companies located throughout the Mid Atlantic region of the country. Our primary mission is twofold: (1) To establish policies, procedures and documentation for those who serve as Plan Fiduciaries in order to assist in the fulfillment of their responsibilities, while seeking to minimize the inherent liabilities and (2) to assist individuals and families in managing and growing their investment assets, as well as helping them build a successful financial plan to address their retirement, estate, and succession planning objectives. We accomplish all of the above by adhering to a strictly defined process. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC First Landing Financial, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Below Market
JUNO FINANCIAL GROUP, LLC
JUNO FINANCIAL GROUP, LLC
Richmond, Virginia
1-24 employees
Juno Financial Group is an independent financial services firm that provides retirement plan management for employers and comprehensive wealth planning for individuals and families. With a combined 65+ years of experience, the Juno team partners with clients to deliver objective advice with a solutions-based approach. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.com) / SIPC (www.sipc.com). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Juno Financial Group is not affiliated with Kestra IS or Kestra AS. This page is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Kestra Financial 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 of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 737-443-2582. Check the background of this firm and their investment professionals on FINRA's BrokerCheck at http://brokercheck.finra.org.
Retirement Benefits Rank
Market Leading
MANN, ARMISTEAD & EPPERSON, LTD.
MANN, ARMISTEAD & EPPERSON, LTD.
Richmond, Virginia
1-24 employees
MAE is a privately-owned investment banking and corporate advisory firm. Based in Richmond, Virginia, our firm assists public and private companies in maximizing shareholder and corporate wealth. We bring value to our clients by assisting them to initiate, structure and execute a diverse range of innovative corporate financial and shareholder-related transactions. Our clients deal directly with the founding partners, who bring to the table over 120 years of aggregate investment banking experience. Our track record is undeniably strong – the result of having faced hundreds of deals, spent endless hours developing industry expertise and brought management teams advice they could trust at crucial moments in their firms’ histories. While we are internally organized as a boutique investment bank, offering corporate finance execution supported by industry research capabilities, Mann, Armistead & Epperson, Ltd. is not a registered broker dealer and we do not engage in the business of selling or distributing any type of securities to the public.
Retirement Benefits Rank
Market Laggard
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HAMPTON ROADS VENTURES, LLC
HAMPTON ROADS VENTURES, LLC
Norfolk, Virginia
1-24 employees
HAMPTON ROADS VENTURES, LLC is a company based out of NORFOLK, Virginia, United States.
Retirement Benefits Rank
Market Leading
BLUE HERON CAPITAL, LLC
BLUE HERON CAPITAL, LLC
Richmond, Virginia
1-24 employees
Blue Heron Capital is a growth equity firm based in Richmond, Virginia. Nothing excites us like growth and disruption, and that’s why we fund big ideas in healthcare and enterprise technology. We use the powerful combination of financial capital and the human capital of our OA Collaborative to invest in companies where we have deep, relevant experience. This business-building strategy gives portfolio management teams access to diverse experiences and insights to accelerate their company growth.
Retirement Benefits Rank
Market Laggard
EVOLUTION ADVISERS
EVOLUTION ADVISERS
Richmond, Virginia
1-24 employees
We intentionally created EVOadvisers to be a different kind of financial advisor. We are independent, Fee-Only financial planners. In fact, we are actually flat Fee-Only. We work for and with you, and only you. We do not sell any products and, therefore, do not receive commissions on any products – even though that’s the dominant model in the industry. Our advice and recommendations are objective, transparent, honest, and in your best interests.
Retirement Benefits Rank
Market Leading
COURAGE MILLER PARTNERS, LLC
COURAGE MILLER PARTNERS, LLC
Norfolk, Virginia
1-24 employees
Courage Miller Partners was founded by Ralph Courage and Jeff Miller in 2008 with the ultimate goal of serving clients better. They decided to move their business to complete independence as an SEC Registered Investment Advisor, so they could eliminate the inherent conflicts of interest that exist as part of the sales organization for a large brokerage company. As a Registered Investment Advisor, they operate as a fee only fiduciary advisor providing exceptional service where all decisions are made in the clients’ best interest while providing full transparency of fees. Courage Miller Partners is never compensated for transactions or by commission from investments. As a result, they feel empowered to work only for their clients so they can focus on helping their clients pursue long term goals and needs.
Retirement Benefits Rank
Below Market
MILESTONE FINANCIAL SOLUTIONS
MILESTONE FINANCIAL SOLUTIONS
Chesterfield, Virginia
1-24 employees
I deliver value and expertise to clients and my firm by using my diverse skillset for both short and long term financial and business planning.
Retirement Benefits Rank
Market Leading
ACIMA PRIVATE WEALTH
ACIMA PRIVATE WEALTH
Richmond, Virginia
1-24 employees
ACIMA Private Wealth was formed to manage and serve the needs of clients and their families by advisors who share the same passion of commitment, excellence and service. Founded as an independent Registered Investment Advisory firm, you work with fiduciaries — conflict-free, experienced advisors who have chosen to make a career commitment to clients. Our only priority is to take a custom approach to achieving our clients'​ objectives and to honor the intentions that express their personal values. We offer the following services: Financial Planning Investment Management Family Wealth Services Private Banking
Retirement Benefits Rank
Market Laggard