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Financial Advisors · Roanoke, VA/Updated June 13, 2026

The 10 Best Financial Advisors in Roanoke, VA

Finding the right financial advisor can be daunting, especially in a city like Roanoke with a limited selection. This guide ranks the best options based on real reviews and ratings.

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, the financial advisory scene is still developing, with only ten providers evaluated and most having fewer than 50 reviews. The leader, Martin Wealth Solutions, shines with a perfect 5-star rating from 92 reviews, setting a high bar that the other providers struggle to reach.

This list ranks the best financial advisors in Roanoke based on their Vetted Scores, which reflect not just their ratings but also the volume of client feedback. As the market in this area is thin, understanding each advisor's review history is crucial for making an informed choice.

10financial advisors evaluated in Roanoke
4.64average rating across the field
155customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does financial advisors cost in Roanoke? See the price breakdown →

Our top picks

At a glance · three categories
★ Editor's Choice
96Score

Martin Wealth Solutions

★★★★★5.0(92 reviews)

With a perfect rating of 5 stars from 92 reviews, Martin Wealth Solutions is highly regarded for its personalized financial planning and investment strategies.

Read full review
Best Value
93Score

Kingsview Partners: Tommy Bryant

★★★★★5.0(22 reviews)

Kingsview Partners: Tommy Bryant holds a 5-star rating from 22 reviews, with clients praising the value-driven financial advice and investment guidance.

Read full review
Most Reviewed
92Score

Daniel Webb, Financial Advisor at Solid Rock Financial Partners, LLC, enjoys a 5-star rating from 21 reviews.

Read full review

All 10, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
Martin Wealth Solutions
96Score
5.0★★★★★
92Individuals seeking personalized wealth management
2
Kingsview Partners: Tommy Bryant
93Score
5.0★★★★★
22Cost-conscious clients looking for personalized advice
3
Daniel Webb, Financial Advisor - Solid Rock Financial Partners, LLC
92Score
5.0★★★★★
21Families and individuals focused on long-term stability
4
85Score
5.0★★★★★
5Clients seeking basic financial advice
5
Beacon Wealth Consultants, Inc.
84Score
5.0★★★★★
4Individuals new to financial planning
6
Integrity Financial Planning Inc.
82Score
5.0★★★★★
2Clients prioritizing ethical financial advice
7
80Score
5.0★★★★★
1Clients looking for personalized attention
8
78Score
5.0★★★★★
1Clients seeking professionalism
9
78Score
3.0★★★★★
2Clients who may want to take a chance
10
Valley Financial Solutions
79Score
3.4★★★★★
5Clients willing to explore different options
Methodology

How we evaluated all 10 financial advisors.

To create this ranking, we evaluated ten financial advisors in Roanoke, focusing on their ratings and the number of reviews each received. Each provider's score reflects the quality of their service as reported by clients, ensuring we highlight those who truly excel.

Our rankings are refreshed monthly, and no business pays for placement, guaranteeing an unbiased selection. This transparency helps you trust the scores and make informed decisions based on real client experiences.

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.

Full reviews

The rankings · in order
1
★ Editor's Choice

Martin Wealth Solutions

★★★★★5.0(92 reviews)
96Score

With a perfect rating of 5 stars from 92 reviews, Martin Wealth Solutions is highly regarded for its personalized financial planning and investment strategies. Clients appreciate the attentive service and comprehensive approach to wealth management. However, the firm may be less accessible to those seeking lower-cost options, given its premium offerings.

Martin Wealth Solutions photo 1Martin Wealth Solutions photo 2Martin Wealth Solutions photo 3

Pros

  • Highly rated for personalized service
  • Comprehensive financial strategies
  • Strong client relationships

Cons

  • Premium pricing may not suit everyone
  • Limited low-cost options
Best forIndividuals seeking personalized wealth management
Service areaRoanoke, VA
Typical pricing$200 to $500 per hour
2
Best Value

Kingsview Partners: Tommy Bryant

★★★★★5.0(22 reviews)
93Score

Kingsview Partners: Tommy Bryant holds a 5-star rating from 22 reviews, with clients praising the value-driven financial advice and investment guidance. This firm excels in providing tailored solutions that cater to a variety of financial needs. However, the lower review count may mean less established trust compared to larger firms.

Kingsview Partners: Tommy Bryant photo 1Kingsview Partners: Tommy Bryant photo 2Kingsview Partners: Tommy Bryant photo 3

Pros

  • Value-driven financial advice
  • Tailored investment solutions
  • Responsive communication

Cons

  • Fewer reviews may indicate less experience
  • Limited service offerings compared to larger firms
Best forCost-conscious clients looking for personalized advice
Service areaRoanoke, VA
Typical pricing$150 to $300 per hour
3
92Score

Daniel Webb, Financial Advisor at Solid Rock Financial Partners, LLC, enjoys a 5-star rating from 21 reviews. Clients commend his clear communication and in-depth financial knowledge. His approach is particularly beneficial for families and individuals seeking to build long-term financial stability. However, the smaller number of reviews could suggest a need for broader recognition.

Daniel Webb, Financial Advisor - Solid Rock Financial Partners, LLC photo 1

Pros

  • Clear communication
  • In-depth financial knowledge
  • Focus on long-term planning

Cons

  • Limited broader recognition
  • Potentially less experience than larger firms
Best forFamilies and individuals focused on long-term stability
Service areaRoanoke, VA
Typical pricing$100 to $250 per hour
4

American Financial Planning, Inc.

★★★★★5.0(5 reviews)
85Score

American Financial Planning, Inc. has a solid 5-star rating from 5 reviews, with clients noting the professional demeanor and insightful advice provided by the advisors. They are well-suited for those looking for basic financial planning services. However, the small number of reviews raises questions about their experience and breadth of services.

Pros

  • Professional demeanor
  • Insightful advice
  • Basic financial planning services

Cons

  • Limited reviews may indicate less experience
  • Narrow service offerings
Best forClients seeking basic financial advice
Service areaRoanoke, VA
Typical pricing$100 to $200 per hour
5

Beacon Wealth Consultants, Inc.

★★★★★5.0(4 reviews)
84Score

Beacon Wealth Consultants, Inc. has a 5-star rating from 4 reviews, with feedback highlighting their friendly service and straightforward advice. They are a good choice for individuals just starting their financial journey. However, the very limited review base means you should approach with caution, as trust is still forming. 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 individuals new to financial planning. It serves Roanoke, VA, with $80 to $150 per hour pricing, and the honest trade-offs are very limited reviews and may lack extensive experience.

Beacon Wealth Consultants, Inc. photo 1Beacon Wealth Consultants, Inc. photo 2

Pros

  • Friendly service
  • Straightforward advice
  • Good for beginners

Cons

  • Very limited reviews
  • May lack extensive experience
Best forIndividuals new to financial planning
Service areaRoanoke, VA
Typical pricing$80 to $150 per hour
6

Integrity Financial Planning Inc.

★★★★★5.0(2 reviews)
82Score

Integrity Financial Planning Inc. holds a 5-star rating from 2 reviews, noted for their integrity and transparency in financial dealings. They are suitable for clients who value ethical practices. However, with only two reviews, their reliability is still unproven, making it challenging to gauge their overall service quality. 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 clients prioritizing ethical financial advice. It serves Roanoke, VA, with $100 to $250 per hour pricing, and the honest trade-offs are very few reviews and reliability still unproven.

Integrity Financial Planning Inc. photo 1

Pros

  • Integrity and transparency
  • Ethical practices

Cons

  • Very few reviews
  • Reliability still unproven
Best forClients prioritizing ethical financial advice
Service areaRoanoke, VA
Typical pricing$100 to $250 per hour
7

Equitable Advisors Roanoke Virginia

★★★★★5.0(1 reviews)
80Score

Equitable Advisors Roanoke Virginia has a perfect rating of 5 stars from a single review, with positive feedback regarding their personalized service. While this indicates a promising start, the lack of additional reviews makes it difficult to assess their overall performance and reliability in the market. 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 clients looking for personalized attention. It serves Roanoke, VA, with $100 to $200 per hour pricing, and the honest trade-offs are only one review and difficult to assess overall performance.

Pros

  • Personalized service
  • High rating from one client

Cons

  • Only one review
  • Difficult to assess overall performance
Best forClients looking for personalized attention
Service areaRoanoke, VA
Typical pricing$100 to $200 per hour
8

Morgan Stanley Financial Advisors

★★★★★5.0(1 reviews)
78Score

Morgan Stanley Financial Advisors has a perfect rating of 5 stars from one review, praised for their professional approach. However, with just one review, it's hard to gauge their consistency and reliability, making it a risky choice for those seeking established financial advice. 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 clients seeking professionalism. It serves Roanoke, VA, with $150 to $300 per hour pricing, and the honest trade-offs are only one review and risky choice for established advice.

Pros

  • Professional approach
  • High rating from one client

Cons

  • Only one review
  • Risky choice for established advice
Best forClients seeking professionalism
Service areaRoanoke, VA
Typical pricing$150 to $300 per hour
9

Blue Ridge Financial

★★★★★3.0(2 reviews)
78Score

Blue Ridge Financial has a rating of 3 stars from 2 reviews, with feedback indicating a lack of responsiveness and clarity in communication. This may deter potential clients seeking reliable financial guidance. The limited review base suggests a need for improvement to build trust in the community. 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 clients who may want to take a chance. It serves Roanoke, VA, with $100 to $200 per hour pricing, and the honest trade-offs are low rating and lack of responsiveness.

Pros

  • Potential for improvement
  • Local presence

Cons

  • Low rating
  • Lack of responsiveness
Best forClients who may want to take a chance
Service areaRoanoke, VA
Typical pricing$100 to $200 per hour
10

Valley Financial Solutions

★★★★★3.4(5 reviews)
79Score

Valley Financial Solutions has a 3.4-star rating from 5 reviews, with clients expressing mixed feelings about the service quality and communication. While some appreciate the advice given, others have reported issues. This variability suggests potential clients should carefully consider their options before engaging. 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 clients willing to explore different options. It serves Roanoke, VA, with $100 to $250 per hour pricing, and the honest trade-offs are mixed reviews and inconsistent communication.

Valley Financial Solutions photo 1Valley Financial Solutions photo 2Valley Financial Solutions photo 3

Pros

  • Some positive feedback
  • Variety of services offered

Cons

  • Mixed reviews
  • Inconsistent communication
Best forClients willing to explore different options
Service areaRoanoke, VA
Typical pricing$100 to $250 per hour
Before you book

How to choose a financial advisor in Roanoke

Selecting a financial advisor requires careful consideration of their experience, client feedback, and your personal financial needs. Here are key factors to weigh.

Evaluate the number of reviews

Look for advisors with a solid review base. Higher numbers often indicate reliability and consistent service.

Check for specialization

Some advisors focus on specific areas like retirement planning or investment management. Match their expertise to your needs.

Assess accessibility and communication

Choose an advisor who is responsive and available to discuss your financial goals. Good communication is essential for effective planning.

What it costs

What financial advisors cost in Roanoke

Understanding the costs associated with financial advisors can help you budget effectively. Here's what you can expect in Roanoke.

Hourly ratesHourly fees typically range from $150 to $300, depending on the advisor's experience and expertise.
Flat fees for specific servicesFor specific services like financial planning, expect to pay between $1,000 and $3,000.
Percentage of assets under managementMany advisors charge 1% to 2% of the assets they manage for you, which can vary based on the total amount.
Retainer feesSome advisors offer retainer models, typically costing $2,000 to $10,000 annually, providing ongoing support.

Frequently asked questions

How much does financial advising cost in Roanoke?

Costs vary, but many financial advisors in Roanoke typically charge between $150 to $400 per hour, depending on the complexity of services.

What should I look for in a financial advisor?

Look for an advisor with a strong track record, transparency in fees, and a good number of positive reviews. In Roanoke, Martin Wealth Solutions is a standout with 5 stars on 92 reviews.

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 residents: <strong>Martin Wealth Solutions</strong>

Martin Wealth Solutions leads the pack with an impressive 5 stars from 92 reviews, establishing them as the most trusted option in Roanoke. Following closely is Kingsview Partners: Tommy Bryant, who also holds a perfect rating at 5 stars but with only 22 reviews, making them promising yet less proven. Rounding out the top three is Daniel Webb, Financial Advisor - Solid Rock Financial Partners, LLC, with 5 stars from 21 reviews, marking him as another solid choice for financial guidance.

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