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Find Retirement Advisors for Retirement Planning in Ashburn, 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.

Finding the Best Retirement Planners in Ashburn, Virginia

Last Updated - April 20, 2024

Ashburn has 23 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Ashburn, Virginia have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Ashburn, Virginia

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Frank Barkanic
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 6339074
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Bob Howard
RICP®
Prudential

Qualifications
CRD# 2621872
Firm CRD# 5685
Series 6, 7, 24, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

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Darren Colananni
CFP®, CPWA®, CIMA®, ChFC®
Centurion Wealth Management

Qualifications
CRD# 5744258
Firm CRD# 113908
Series 7, 63, 65

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Kevin Hamel
CFP®, CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6233929
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Jeffrey Lippman
CFP®, ChFC®
Capitol Financial Consultants, Inc.

Qualifications
CRD# 5124838
Firm CRD# 109800

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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Eric Riddell
CFP®, APMA®
Ameriprise Financial

Qualifications
CRD# 4707769
Firm CRD# 6363
Series 7

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services.

Compensation/Fee

Fee-Based

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Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Egan, Berger and Weiner, LLC

Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65

Minimum Assets Required
$0

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Based on Assets

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Young Park
Victrix Investment Advisors

Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

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Diamond Chaflawee MBA
CFP®, ChFC®
Prudential

Qualifications
CRD# 7044174
Firm CRD# 5685
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Michael T. Jobe
Glover Park Wealth Management, LLC

Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Based on Assets

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Nicholas Greggory Caramanica
CFP®
Arlington Wealth Planning, LLC

Qualifications
CRD# 6154567
Firm CRD# 289946

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services.

Compensation/Fee

Fee-Only, Hourly, Based on Assets

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Mark Standard
Ubs

Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Adam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning

Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Scott Morrello
CFP®, ChFC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6409061
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Doug Miller J.D.
CFP®, CLU®
Northwestern Mutual

Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66

Minimum Assets Required
$50,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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Ashley Zephir
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Geoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory

Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66

Minimum Assets Required
$250,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 5 Retirement Planning firms in Ashburn, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
HALPERN FINANCIAL, INC.
20365 Exchange Street, Suite 200
Ashburn, VA, 20147
$828,828,342113312
A Percentage of AUM, Hourly charges
2
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
20405 Exchange Street, Suite 371
Ashburn, VA, 20147
$287,188,3755464
A Percentage of AUM, Hourly charges
3
THE LEWIS FINANCIAL GROUP
20755 Williamsport Place, Suite 140
Ashburn, VA, 20147
$229,289,7234475
A Percentage of AUM, Hourly charges, Fixed Fees
4
ARBOR PRIVATE WEALTH, LLC
44679 Endicott Drive, Suite 300
Ashburn, VA, 20147
$106,327,9762243
A Percentage of AUM, Fixed Fees
5
ABICH FINANCIAL WEALTH MANAGEMENT, LLC
20135 Lakeview Center Plaza, #110
Ashburn, VA, 20147
$100,259,57073217
A Percentage of AUM

Information on Top Retirement Planning firms in Ashburn, Virginia

QualificationsFirm CRD# 108822

Assets Under Management $828,828,342

No. Of Clients1133

Clients Per Financial Advisor94

HALPERN FINANCIAL, INC. is a financial advisory firm situated in Ashburn, Virginia. With a nearly $829M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1133 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 116670

Assets Under Management $287,188,375

No. Of Clients546

Clients Per Financial Advisor137

HOULIHAN FINANCIAL RESOURCE GROUP, LTD. is a financial advisory firm situated in Ashburn, Virginia. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 546 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 315692

Assets Under Management $229,289,723

No. Of Clients447

Clients Per Financial Advisor89

THE LEWIS FINANCIAL GROUP is a financial advisory firm situated in Ashburn, Virginia. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 447 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 315812

Assets Under Management $106,327,976

No. Of Clients224

Clients Per Financial Advisor75

ARBOR PRIVATE WEALTH, LLC is a financial advisory firm situated in Ashburn, Virginia. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 224 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 310633

Assets Under Management $100,259,570

No. Of Clients732

Clients Per Financial Advisor43

ABICH FINANCIAL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Ashburn, Virginia. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 732 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

Retirement Planners Near You

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