Best Financial Advisors in Alexandria

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
140+
Advisors
4.7/5.0
Average Rating

Alexandria Financial Landscape

With a population of 148,892, Alexandria boasts a diverse economy driven by government, tourism, and retail sectors. The city benefits from its strategic location near the nation's capital.

Major industries
Government, Tourism, Retail
Population
148.9K (metro: 6.3M)
Median household income
$85,000
Unique needs
Alexandria's unique needs include affordable housing, infrastructure improvements, and enhanced public transportation.
Market Insights
Economic Growth
According to BEA (2023), Alexandria's economy has shown steady growth, driven by federal spending and tourism, with a projected growth rate of 3.2%.
Wealth Demographics
According to Census (2023), the median household income in Alexandria is $85,000, reflecting a relatively affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Alexandria increasingly focus on retirement planning and investment management, catering to a well-educated clientele.
Local Considerations
Cost of Living
According to BLS (2024), Alexandria's cost of living is approximately 25% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the real estate market in Alexandria is competitive, with median home prices around $600,000, reflecting high demand and limited supply.
Business Environment
According to Fortune (2024), Alexandria's business environment is favorable, with a strong support network for small businesses and a growing tech sector.

Top 5 Financial Advisors in Alexandria

Good Life Financial Advisors of NOVA
★ ★ ★ ★ ★ 5
MANNA WEALTH MANAGEMENT - Virginia Financial Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Joel A Patierno, CFP®|ChFC®|AAMS®|CRPS™
★ ★ ★ ★ ★ 5
4J Wealth Management
★ ★ ★ ★ ★ 5
Thrive Wealth Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Alexandria, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Alexandria-Specific Expertise
For Alexandria residents working in Government, Tourism, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Alexandria's reliance on government and tourism sectors poses economic risks. Housing market volatility and flooding from Potomac River require diversification and strategic planning.

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Find Financial Advisors in Nearby Cities

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Virginia Beach Norfolk Chesapeake Richmond Newport News Alexandria Hampton Roanoke