Local services · Roanoke, VA/Updated June 13, 2026
The Best Financial Advisors in Roanoke, VA
Finding the right financial advisor is crucial for your financial health. Our list highlights the best options in Roanoke.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceMartin Wealth Solutions
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Roanoke-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
In Roanoke, VA, choosing a financial advisor can significantly impact your financial future. With a variety of options available, it’s essential to find a trusted professional who understands your unique financial goals. This ranking aims to simplify your search by presenting the best financial advisors based on customer feedback and performance.
We evaluated ten financial advisory firms in the Roanoke metro area, focusing on client ratings and the number of reviews. Each business's Vetted Score reflects its reputation and service quality, ensuring you have access to reliable information when making your decision.
10providers evaluated in Roanoke
4.64average rating across the field
137customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
Our evaluation process involved analyzing customer reviews, ratings, and overall service offerings of each financial advisor. We consider factors such as client satisfaction, transparency, and the breadth of services provided. Importantly, no business pays for placement, ensuring an unbiased ranking.
This ranking is refreshed monthly, reflecting the latest reviews and ratings to provide you with the most accurate information possible. The last update was on June 13, 2026, ensuring that you have the most current data at your fingertips.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a perfect rating of 5 from 91 reviews, Martin Wealth Solutions stands out for its personalized approach to financial planning. Clients appreciate their thoroughness and commitment to long-term financial health. They excel in retirement planning and investment strategies. However, their premium services may come at a higher cost compared to others.
Pros
Personalized financial planning
Strong client relationships
Expertise in retirement planning
Cons
Higher fee structure
Limited service offerings compared to larger firms
Daniel Webb, Financial Advisor at Solid Rock Financial Partners, LLC, has earned a 5-star rating from 21 reviews. Clients commend his approachable style and dedication to their financial success. He is particularly noted for his comprehensive financial planning services. However, with fewer reviews, his long-term track record remains somewhat unproven.
American Financial Planning, Inc. holds a 5-star rating with 5 reviews, indicating strong client satisfaction. Reviewers appreciate their straightforward approach and clarity in financial advice. They are best suited for individuals seeking basic financial guidance. However, their thin review base suggests they are still building a reputation in the community.
IFA Wealth has also achieved a 5-star rating from 5 reviews. Clients highlight their tailored investment strategies and solid communication. They are a great option for those looking for customized investment advice. However, like others with few reviews, their long-term effectiveness remains to be seen. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is customized investment advice. It serves Roanoke, VA, with $150 to $250 per hour pricing, and the honest trade-offs are limited reviews may affect credibility and less established in the market.
Beacon Wealth Consultants, Inc. has a 5-star rating from 3 reviews, showcasing a commitment to client satisfaction. Reviewers appreciate their attentive service and personalized financial plans. They are particularly well-suited for individuals seeking customized planning. The small number of reviews does raise questions about their overall experience and reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is customized financial planning. It serves Roanoke, VA, with $150 to $300 per hour pricing, and the honest trade-offs are very thin review base and limited market presence.
Integrity Financial Planning Inc. holds a 5-star rating with just 2 reviews, indicating a promising but unproven service. Clients appreciate their ethical approach and thorough planning process. They focus on transparency and building trust with clients. However, the limited feedback makes it hard to assess their full capabilities. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is ethical financial planning. It serves Roanoke, VA, with $100 to $200 per hour pricing, and the honest trade-offs are very limited review base and uncertain long-term track record.
Market Square Advisors has a 5-star rating from 2 reviews, indicating a strong start. Clients commend their personalized service and attention to detail. They are best for clients looking for bespoke financial advice. However, like other firms with few reviews, their experience and reliability are still in question. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is bespoke financial advice. It serves Roanoke, VA, with $150 to $250 per hour pricing, and the honest trade-offs are very limited review base and newer firm with less established reputation.
Morgan Stanley Financial Advisors has a 5-star rating from just 1 review, indicating a promising start but limited feedback. The client appreciated their professionalism and range of services. However, with only one review, it's hard to gauge the firm's reliability and service consistency. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is general financial services. It serves Roanoke, VA, with $200 to $400 per hour pricing, and the honest trade-offs are extremely limited review base and uncertain client satisfaction.
Blue Ridge Financial holds a 3-star rating with 2 reviews. Clients have mixed feelings about their services, citing both positive and negative experiences. They offer a range of financial services, but the inconsistency in feedback raises concerns. This makes them a less reliable choice compared to higher-rated firms. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is general financial services. It serves Roanoke, VA, with $100 to $200 per hour pricing, and the honest trade-offs are mixed reviews indicate inconsistency and lower overall rating.
Valley Financial Solutions has a 3.4-star rating from 5 reviews. Clients appreciate their approachable service and willingness to help. However, the mixed reviews suggest variability in satisfaction and effectiveness. While they may offer valuable insights, their overall reliability remains questionable for comprehensive financial planning. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is basic financial advice. It serves Roanoke, VA, with $100 to $200 per hour pricing, and the honest trade-offs are mixed reviews raise concerns and lower overall rating than competitors.
Choosing the right financial advisor involves assessing several key factors that can influence your financial journey. Here are some tips to help you make an informed decision.
Assess Qualifications
Look for advisors with certifications and a strong educational background in finance.
Evaluate Client Reviews
Read reviews and testimonials to gauge client satisfaction and service quality.
Understand Fee Structures
Inquire about fees and compensation models to ensure they align with your financial situation.
Check Service Offerings
Ensure the advisor provides services that meet your specific financial needs, such as retirement planning or investment management.
What it costs
What Financial Advisors cost in Roanoke
Pricing for financial advisory services can vary widely based on the advisor's experience and the complexity of your financial needs. Here’s a general overview of what to expect.
Hourly RateTypically ranges from $100 to $300 per hour, depending on the advisor's expertise.
Flat FeeSome advisors charge a flat fee for specific services, usually between $1,000 to $5,000.
Percentage of Assets Under Management (AUM)Commonly around 1% to 2% of assets managed annually.
Retainer FeeAnnual retainers can range from $2,000 to $10,000, depending on the services provided.
Frequently asked questions
How much does Financial Advisors cost in Roanoke?
Costs can range from $100 to $400 per hour, depending on the advisor's experience and services offered.
What should I look for in a Financial Advisor?
Look for qualifications, client reviews, and fee structures that align with your financial needs.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Roanoke clients: Martin Wealth Solutions
For those seeking a reliable financial advisor in Roanoke, look no further than Martin Wealth Solutions, the Editor's Choice for its personalized approach and stellar client feedback. Daniel Webb at Solid Rock Financial Partners offers excellent value with comprehensive services, while American Financial Planning, Inc. is the most reviewed option, ensuring solid guidance for basic needs.