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Find Retirement Planners for Retirement Planning in Alexandria, Virginia

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Alexandria, Virginia

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Scott Morrello

Edelman Financial Engines, LLC

1800 Diagonal Road Suite 480

Alexandria,VA 22314

703-991-1647

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Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD B

Alexandria,VA 22310

703-674-9038

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Michael T. Jobe

Glover Park Wealth Management, LLC

4100 W Street N.W. 213

Washington,DC 20007

202-926-3636

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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna,VA 22043

703-506-0843

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Jeffrey Lippman

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

McLean,VA 22102

703-821-2000x212

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Darren Colananni

Centurion Wealth Management

7901 Jones Branch Drive Suite 800

McLean,VA 22102

571-765-2301

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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive Suite 510

Bethesda,MD 20817

301-547-3169

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Sean Connolly

Edelman Financial Engines, LLC

1750 Tysons Blvd. Suite 910

Tysons Corner,VA 22102

703-677-9729

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Michael Krowe

Edelman Financial Engines, LLC

4000 Legato Road, 9th Floor

Fairfax,VA 22033

703-227-0534

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Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive Suite 350

Silver Spring,MD 20904

301-563-9015

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Surendra Dave

Edelman Financial Engines, LLC

1 Research Court Suite 450

Rockville,MD 20850

301-547-3166

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Brian McGuire

Edelman Financial Engines, LLC

19775 Belmont Executive Plaza Suite 510

Ashburn,VA 20147

571-918-9325

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Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407 Suite 250

Annapolis,MD 21401

410-505-8466

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Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road, Suite 901

Towson,MD 21204

410-823-0592

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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville,MD 21093

410-659-8905

List of Additional Retirement Planners in Alexandria, Virginia*

* Additional advisor listing is provided in partnership with Yext

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Barbara J. O'Leary, LLC

101 S. Whiting St
Suite 203

Alexandria, VA 22304
703-370-7666

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Lindsay Spanier Yearsich - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-535-8304

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David Berberian - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3672

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Lawrence D Berberian - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3674

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Keith D Burner - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3673

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DTLR

7652 Richmond Highway

Alexandria, VA 22306
703-765-6916

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Mark Rizzieri - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-535-8306

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Gianni Giordano - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-535-8367

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Comprehensive Benefit Services, Inc.

5568 General Washington Drive
Suite A-217

Alexandria, VA 22312
703-750-3393

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The LDB Group - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3674

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Adam Paffenroth - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3683

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The Old Town Group - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-535-8345

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Jeff Seibel - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3681

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Patricia Penn - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-535-8369

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First Financial Group

1940 Duke Street
Suite 200

Alexandria, VA 22314
703-635-3300

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Roger D Achtermann - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3688

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Good Life Financial Advisors of NOVA

1727 King Street
Suite 310

Alexandria, VA 22314
703-214-2112

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Lee Corey - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-535-8375

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Andy Rieger - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3694

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First Command Financial Advisor - Taylor O'Hara

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

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Goosehead Insurance - Glenn Fischer

6076 Franconia Road
Suite B

Alexandria, VA 22310
703-674-9038

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First Command Financial Advisor - Brian Swanson

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

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First Command Financial Advisor - Scott Faust

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

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First Command Financial Advisor - Caroline Kramer

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

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First Command Financial Advisor - Gary Sjurset

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

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First Command Financial Advisor - Bob Singleton

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

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Eric V Goodson - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3684

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Bauer-Whitmire - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-549-8282

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Allstate Personal Financial Representative: Chris Myers

6923 Telegraph Rd

Alexandria, VA 22310
703-922-2902

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Michael Macintyre - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-837-6905

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Rodney Gray - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-838-8638

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Anna Pavluk - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-535-8394

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Mitchell S Hailey - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3676

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First Command Financial Advisor - Ben Lievestro

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

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Koons/Seibel Group - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-549-8282

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Ken Ribyat - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-837-6903

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First Command Financial Advisor - Kurt Langenwalter

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

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Jermaine Lowery - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-535-8308

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The John Carlyle Group - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-535-8369

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First Command Financial Advisor - Dan Tomlinson

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

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Eric Lantz - Ameriprise Financial Services, LLC

2000 Duke St
Ste 300

Alexandria, VA 22314
703-518-4184

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Morgan Stanley Financial Advisors

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-549-8282

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David Williams - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3693

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Stephen R Koons - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3677

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First Command Financial Advisor - Alex Rossi

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

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First Command Financial Advisor - Philip Leopold

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

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First Command Financial Advisor - Steve Brown

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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