Best Financial Advisors in Virginia Beach

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
440+
Advisors
4.8/5.0
Average Rating

Virginia Beach Financial Landscape

With a population of 448,479, Virginia Beach boasts a strong tourism sector alongside military and healthcare industries. The economy is bolstered by a mix of local businesses and national chains.

Major industries
Tourism, Military, Healthcare
Population
448K (metro: 1.5M)
Median household income
$76,000
Unique needs
Focus on disaster preparedness and economic diversification to mitigate risks from tourism and military reliance.
Market Insights
Economic Growth
According to BEA (2023), Virginia Beach's economy grew by 3.2% last year, driven by tourism and military spending.
Wealth Demographics
According to Census (2023), the median household income in Virginia Beach is $76,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Virginia Beach are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Virginia Beach is 5% higher than the national average, driven by housing and utilities.
Real Estate Market
According to Zillow (2024), home values in Virginia Beach have increased by 8% over the past year, raising concerns about affordability.
Business Environment
According to Fortune (2024), Virginia Beach ranks high for small business growth, supported by local government initiatives and a favorable climate.

Top 5 Financial Advisors in Virginia Beach

Jarver Financial
★ ★ ★ ★ ★ 5
Envision Wealth Management
★ ★ ★ ★ ★ 5
Henderson Financial Group
★ ★ ★ ★ ★ 5
Virginia Asset Group
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Zack Nelson, RICP®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Virginia Beach, 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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Virginia Beach-Specific Expertise
For Virginia Beach residents working in Tourism, Military, Healthcare, 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
Virginia Beach's tourism-heavy economy faces risks from hurricanes and flooding. Real estate prices are rising, indicating potential bubble risks. Diversify into tech and healthcare.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Virginia locations

Virginia Beach Norfolk Chesapeake Richmond Newport News Alexandria Hampton Roanoke