Financial Advisors · Virginia Beach, VA/Updated June 13, 2026
The 10 Best Financial Advisors in Virginia Beach, VA
Navigating your financial future is crucial, especially in Virginia Beach. Our rankings highlight the best advisors based on real client experiences.
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.
Choosing a financial advisor in Virginia Beach is a significant decision. With the local market having only ten evaluated providers, the competition is tight. Jarver Financial leads the pack with an impressive 5-star rating from 243 reviews, while the second-place FFA Wealth holds a solid 4.9 from 28 reviews. This stark contrast illustrates the importance of a robust review record in building trust.
Our ranking criteria focused on the number of reviews and overall ratings. Given that many advisors here have under 50 reviews, it’s essential to scrutinize not just the scores but also the feedback from clients. This approach helps you identify who might be the best fit for your financial needs.
10financial advisors evaluated in Virginia Beach
4.99average rating across the field
348customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To build our list, we evaluated ten financial advisors based on their Vetted Scores, which reflect client ratings and review counts. We do not accept payment for placement, ensuring an unbiased ranking based solely on merit. Each advisor’s performance is continuously monitored, and our list is refreshed monthly to provide the most current insights.
We analyzed the combined reviews from all providers, totaling 348. The focus was on their ratings and the quantity of feedback, as these factors are critical in a market where trust is still forming. This rigorous evaluation process allows us to present a reliable resource for those seeking financial guidance.
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 stars from 243 reviews, Jarver Financial is highly regarded for its personalized approach to financial planning. Clients appreciate the team's attentiveness and expertise in a wide range of financial services, making it the go-to for both individuals and families looking for comprehensive advice. However, the firm may not cater to those with less complex financial needs.
FFA Wealth holds a strong rating of 4.9 stars from 28 reviews, making it a solid choice for those seeking value in financial advising. Clients commend the firm's transparent fee structure and educational approach, which empowers individuals to make informed decisions. A potential downside is the limited number of reviews, which may raise questions about long-term reliability.
First Command Financial Advisor Zack Nelson has earned a rating of 5 stars from 22 reviews. Clients praise his extensive knowledge of retirement planning and investment strategies. This firm is particularly favorable for military families, given its specialized services. However, the somewhat limited review base may leave potential clients wanting more information before committing.
PeaceLink Financial Planning LLC has a solid 5-star rating based on 22 reviews. Clients appreciate the firm’s holistic approach to financial wellness and its dedication to long-term planning. This firm is ideal for those seeking a strategic partner in achieving financial goals. However, with only a handful of reviews, its reputation is still being built.
David Calliott, CFP at Davenport & Company has achieved a 5-star rating from 16 reviews. Clients commend his analytical approach and attention to detail in crafting financial strategies. This firm is well-suited for those who appreciate thoroughness in their financial planning. However, some may find the service less personalized due to the firm's size.
Northwestern Mutual in Virginia Beach holds a 5-star rating based on 9 reviews. Clients appreciate the comprehensive services offered, including insurance and investment options. This firm is best for those looking for a one-stop shop for their financial needs. However, the relatively low number of reviews may concern those seeking a well-established advisor.
Virginia Asset Group has a perfect 5-star rating from just 4 reviews. Clients highlight the firm's personalized attention and expertise in investment management. This is a promising option for those seeking individualized guidance. However, the thin review base means potential clients might be cautious about choosing a newer firm. 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 investment management. It serves Virginia Beach, VA, with $150 to $300 per hour pricing, and the honest trade-offs are very limited reviews and less established.
Envision Wealth Management has a 5-star rating from 2 reviews. Clients appreciate the tailored approach to financial planning and the firm's commitment to client education. This firm is best for individuals seeking a custom financial strategy. However, the extremely limited review count raises questions about its long-term 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 custom financial strategies. It serves Virginia Beach, VA, with $150 to $300 per hour pricing, and the honest trade-offs are very few reviews and newer firm with uncertain reputation.
Henderson Financial Group has a perfect 5-star rating from just 1 review. The client praised the excellent service and personalized approach. This may be a good fit for someone looking for a boutique experience. However, with only one review, potential clients might hesitate to choose this firm due to the lack of feedback.
Blue Legacy Advisors has a perfect 5-star rating from 1 review. The client noted exceptional service and a clear communication style. This might appeal to those who prioritize clarity in financial discussions. However, with just one review, the firm lacks a proven client history, which may deter potential clients. 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 clear financial communication. It serves Virginia Beach, VA, with $150 to $300 per hour pricing, and the honest trade-offs are only one review and unproven reputation.
How to choose a Financial Advisor in Virginia Beach
Selecting the right financial advisor requires careful consideration. Here are key factors to evaluate when making your choice.
Review Count
Look for advisors with a substantial number of reviews. More feedback often indicates reliability and client satisfaction.
Rating Consistency
Consider the overall rating. A consistent score across many reviews is usually more trustworthy than a high score from just a few clients.
Specialization
Identify any areas of specialization that align with your financial needs, such as retirement planning or investment management.
What it costs
What Financial Advisors cost in Virginia Beach
The cost of hiring a financial advisor can vary widely based on their services and expertise. Here are some common pricing structures.
Hourly RatesExpect to pay between $150 to $400 per hour for financial advice.
Flat FeesSome advisors charge a flat fee ranging from $1,000 to $5,000 for specific services or plans.
Percentage of Assets Under ManagementMany charge 1% to 2% of assets managed annually, ideal for ongoing investment management.
Retainer FeesAnnual retainers can range from $2,000 to $10,000, providing access to continuous advice and support.
Frequently asked questions
How much does financial advising cost in Virginia Beach?
Costs vary widely based on the advisor and services offered, but you can typically expect fees ranging from $150 to $400 per hour.
What should I look for in a financial advisor?
Look for advisors with solid ratings and a good number of reviews. In Virginia Beach, Jarver Financial and FFA Wealth are top choices based on their strong performance.
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: <strong>Jarver Financial</strong>
In Virginia Beach, Jarver Financial is the clear leader, backed by an impressive 5-star rating from 243 reviews. Following closely is FFA Wealth, with a 4.9 rating from 28 reviews, showcasing a solid reputation despite fewer reviews. Rounding out the top three is First Command Financial Advisor - Zack Nelson, RICP®|CFP®, also rated 5 stars but with only 22 reviews, indicating promising but less established trust.
Cityvetted
