Best Financial Advisors in Leesburg

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
60+
Advisors
4.7/5.0
Average Rating

Leesburg Financial Landscape

With a population of 47,673, Leesburg is part of the D.C. metropolitan area, benefiting from proximity to federal jobs and tech industries. The local economy is diversifying, with growth in retail and healthcare.

Major industries
Healthcare, Retail, Technology
Population
47.7K (metro: 6.3M)
Median household income
$90,000
Unique needs
Leesburg requires tailored financial advice due to its unique blend of historical charm and modern growth.
Market Insights
Economic Growth
According to BEA (2023), Leesburg's economy grew by 3.2% last year, driven by healthcare and retail sectors.
Wealth Demographics
According to Census (2023), the median income in Leesburg is $90,000, reflecting a well-educated workforce.
Advisor Specializations
Based on BLS (2023), financial advisors in Leesburg are increasingly focusing on retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Leesburg is 15% higher than the national average, driven by housing costs.
Real Estate Market
According to Zillow (2024), home prices in Leesburg have increased by 8% over the past year, indicating a competitive market.
Business Environment
According to Fortune (2024), Leesburg's business climate is favorable, with incentives for startups and small businesses.

Top 5 Financial Advisors in Leesburg

Fellows Financial Group
★ ★ ★ ★ ★ 5
MANNA WEALTH MANAGEMENT - Virginia Financial Advisors
★ ★ ★ ★ ★ 5
Leesburg - Raymond James
★ ★ ★ ★ ★ 5
Merrill Lynch Financial Advisor Jeffrey Eveland
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Cameron S Miller
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Leesburg, 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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Leesburg-Specific Expertise
For Leesburg residents working in Healthcare, Retail, Technology, 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
Leesburg's tech growth demands diversification to mitigate risks from economic downturns. Real estate prices are rising, posing bubble risks. Flooding and storms are concerns; diversify investments ge...

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