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Advisors near 23120

Out of 400,000+ nationwide

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Daniel D

Series 63, Series 66

Moseley, VA

Empire Wealth Management, LLC

General retirement planning Cash flow / budgeting
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Charan M

Series 63, Series 65

Powhatan, VA

Manektala Investment Advisory Services Inc.

Retirement income strategy Income planning Options & derivatives strategies Tax-loss harvesting
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John H

CFP®, Series 66

Moseley, VA

Swift Creek Wealth Management

Wealth management
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Bradley C

Series 65

Midlothian, VA

Carnahan Capital Management, LLC

Active portfolio management
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Randy K

Series 66

Chesterfield, VA

NorthStar Wealth Management LLC

General retirement planning Income planning General tax planning Wealth management Retired Founder/Business Owner Executive Approaching retirement Established Professionals
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Shawn P

CFP®

Richmond, VA

Genuine Wealth Solutions

Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.

General retirement planning Gen Y/Millennials (Born 1980-1995)
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Matthew J

CFP®, CFA®, Series 65

Richmond, VA

Noble Hill Planning LLC

Tax-loss harvesting Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jonathan H

CFP®

Midlothian, VA

Hussmen Financial

Being the son of a CPA, I have always had a keen interest in finance. Along with my other two siblings, I spent a few tax seasons in my father’s office helping where I could and learning the basics of the tax universe. After my time at Virginia Tech, I spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of my first daughter, my wife, Emily, and I returned to our roots in Richmond. I joined his father at his firm in 2018 and made quick work of learning the financial planning world. My goal is to take the questions and stress out of my clients' financial situation, so they can live the life they’ve always wanted. I believe that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Hussmen have the answers!

General tax planning Young Families Gen Y/Millennials (Born 1980-1995)
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Peter B

Series 63, Series 65

Midlothian, VA

Financial Advisors of Virginia

General retirement planning General tax planning Cash flow / budgeting
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Peter B

CFP®

Richmond, VA

Opulent Wealth

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Social Security optimization
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