Best Financial Advisors in Roanoke

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
90+
Advisors
4.7/5.0
Average Rating

Roanoke Financial Landscape

Roanoke's economy is diverse, with strengths in healthcare, manufacturing, and tourism. The city serves as a regional hub for commerce and culture.

Major industries
Healthcare, Manufacturing, Tourism
Population
98.5K (metro: 984.7K)
Median household income
$52,000
Unique needs
Roanoke requires tailored financial advice to navigate its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Roanoke's GDP growth has been steady, driven by healthcare and manufacturing sectors.
Wealth Demographics
According to Census (2023), the median household income in Roanoke is $52,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Roanoke are increasingly focusing on retirement planning and investment management.
Local Considerations
Cost of Living
According to BLS (2024), Roanoke's cost of living is below the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), Roanoke's housing market is stable, but rising prices may indicate potential bubble risks.
Business Environment
According to Fortune (2024), Roanoke's business climate is improving, with incentives for startups and established firms alike.

Top 5 Financial Advisors in Roanoke

Integrity Financial Planning Inc.
★ ★ ★ ★ ★ 5
Beacon Wealth Consultants, Inc.
★ ★ ★ ★ ★ 5
American Financial Planning, Inc.
★ ★ ★ ★ ★ 5
Partners in Financial Planning
★ ★ ★ ★ ★ 5
PeakValley Wealth, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Roanoke, 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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Roanoke-Specific Expertise
For Roanoke residents working in Healthcare, Manufacturing, Tourism, 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
Roanoke's economy, reliant on healthcare and manufacturing, faces risks from market fluctuations. Real estate may be vulnerable to downturns; diversify investments and prepare for flooding risks.

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Find Financial Advisors in Nearby Cities

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Virginia Beach Norfolk Chesapeake Richmond Newport News Alexandria Hampton Roanoke