Local services · Virginia Beach, VA/Updated June 13, 2026
The Best Financial Advisors in Virginia Beach, VA
From comprehensive planning to investment strategies, these financial advisors excel in helping Virginia Beach residents secure their financial futures.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceJarver Financial
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Virginia Beach-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
Finding a reliable financial advisor in Virginia Beach is crucial for anyone looking to secure their financial future. With a diverse selection of professionals available, having the right guidance can make all the difference in navigating investments, retirement planning, and tax strategies.
We evaluated ten financial advisory firms based on their ratings, number of reviews, and client feedback to provide a clear view of the best options in the area. Our list reflects a range of expertise and client satisfaction, ensuring you can find the right fit for your financial needs.
10providers evaluated in Virginia Beach
4.99average rating across the field
322customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To determine the best financial advisors in Virginia Beach, we analyzed customer ratings and the volume of reviews across various platforms. Each firm’s reputation was carefully considered, ensuring that only those with consistent positive feedback made the final cut. Our rankings are updated monthly, and no company pays for placement.
This means you can trust that our recommendations are based on merit alone. We aim to provide an accurate snapshot of the current financial advisory landscape in Virginia Beach, helping you make an informed choice.
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.
Rated 5 with 242 reviews, Jarver Financial stands out for its personalized financial planning and investment strategies. Clients appreciate their attentive service and tailored solutions, making them ideal for those seeking comprehensive financial guidance. However, their premium services may not be suitable for those on a tight budget. A review base that deep is hard to game, and the score barely moves across it, which is the clearest consistency signal we track. Most of what reviewers hire it for is comprehensive financial planning. It serves Virginia Beach and surrounding areas, with $150 to $400 per hour pricing, and the honest trade-offs are higher fees compared to some competitors and may not cater to smaller portfolios.
With a rating of 4.9 from 27 reviews, FFA Wealth is praised for its approachable advisors and effective investment strategies. They excel at providing clear financial guidance, making them a great choice for families and individuals looking to build wealth. However, their limited review base leaves some questions about long-term client satisfaction.
David Calliott, rated 5 with 17 reviews, is recognized for his expertise in financial planning and retirement strategies. Clients appreciate his thoroughness and personalized approach. He is particularly well-suited for those nearing retirement who need tailored advice. However, the limited number of reviews may raise concerns for some potential clients.
PeaceLink Financial Planning LLC boasts a 5-star rating from 10 reviews, earning praise for its holistic approach to financial planning. Clients enjoy the tailored strategies that address their unique needs. This firm is ideal for individuals looking for a comprehensive financial wellness plan, but its smaller client base may indicate a lack of extensive experience.
Waterfront Advisory Group has a perfect 5-star rating from 9 reviews, noted for its strong focus on investment strategies and client education. Clients appreciate their proactive communication and personalized service. This firm is best for those looking for a hands-on approach to investments. However, their limited service range may not meet all financial needs.
Rated 5 with 9 reviews, Northwestern Mutual is well-regarded for its insurance and investment services, offering a comprehensive suite for clients. Their advisors are noted for their extensive knowledge and dedication to client success. However, their emphasis on insurance may not appeal to clients looking solely for investment 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 insurance and investment services. It serves Virginia Beach, with $150 to $350 per hour pricing, and the honest trade-offs are focus on insurance may not suit all clients and limited reviews compared to larger firms.
Virginia Asset Group holds a 5-star rating from 4 reviews, praised for its personalized investment management services. Clients appreciate the tailored approach and attention to detail. This firm is suitable for those with specific investment needs, but its small review base may leave potential clients wanting more information. 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 investment management. It serves Virginia Beach, with $200 to $400 per hour pricing, and the honest trade-offs are small review base raises concerns and limited range of services offered.
Blue Ocean Wealth Advisors, rated 5 with 2 reviews, is noted for its fresh perspective on wealth management. Clients appreciate the innovative strategies and personalized service. This firm may appeal to younger investors or those seeking a unique approach. However, the thin review base is promising but unproven. 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 younger investors. It serves Virginia Beach, with $150 to $300 per hour pricing, and the honest trade-offs are very limited reviews and less established in the market.
Henderson Financial Group has a 5-star rating from 1 review, praised for its personalized approach and commitment to client success. While their focus on individual attention is commendable, their limited client base raises questions about their 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 individualized financial advice. It serves Virginia Beach, with $200 to $400 per hour pricing, and the honest trade-offs are extremely limited reviews and concerns about experience.
Blue Legacy Advisors, rated 5 with 1 review, is recognized for its dedication to client service and personalized financial strategies. However, with only one review, potential clients may find it challenging to assess their overall performance 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 personalized financial strategies. It serves Virginia Beach, with $200 to $400 per hour pricing, and the honest trade-offs are single review raises concerns and limited experience.
How to choose a financial advisor in Virginia Beach
Selecting the right financial advisor is essential for achieving your financial goals. Here are some key factors to consider when making your choice.
Credentials and Experience
Look for advisors with relevant certifications such as CFP or CFA, and consider their years of experience in the field.
Services Offered
Ensure the advisor provides the specific services you need, whether it’s retirement planning, investment management, or tax advice.
Fee Structure
Understand how advisors charge for their services, some may work on a fee-only basis, while others might earn commissions.
Client Reviews
Read reviews from previous clients to gauge their satisfaction and the advisor's track record in meeting financial goals.
What it costs
What financial advisors cost in Virginia Beach
Costs for financial advisory services can vary widely based on the advisor's fee structure and the services provided. Here’s a breakdown of typical pricing in Virginia Beach.
Hourly RateExpect to pay between $150 to $400 per hour for financial advisory services.
Flat FeeSome advisors charge a flat fee ranging from $1,000 to $5,000 for comprehensive financial planning.
Percentage of Assets Under ManagementAdvisors may charge around 0.5% to 1% of assets under management annually.
Retainer FeeOngoing support can come with a retainer fee of $1,000 to $3,000 per year.
Frequently asked questions
How much does financial advising cost in Virginia Beach?
Costs typically range from $150 to $400 per hour, depending on the services provided and the advisor's experience.
What should I look for in a financial advisor?
Consider their credentials, services offered, fee structure, and client reviews to ensure they meet your 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 Virginia Beach residents: Jarver Financial
The top three financial advisors in Virginia Beach are Jarver Financial, FFA Wealth, and David Calliott. Each offers unique strengths, from comprehensive planning to personalized investment strategies, ensuring you can find the right partner for your financial journey.
Cityvetted
