Top Financial Advisors in Alexandria, VA

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Motley Fool Wealth Management (MFWM) is a fee-only firm that provides an array of financial planning services. The firm's advisory team features a variety of Certified Financial Planners™ (CFP®), chartered financial analysts (CFA), certified public accountants (CPA) and more. 

MFWM advisors offer financial planning services. Account minimums depend on the portfolio program you choose. The Personal Portfolio program generally requires a minimum investment of $300,000. Other services, such as financial planning, can require a minimum as high as $1 million.

Motley Fool Wealth Management Background 

Motley Fool Wealth Management registered as an investment advisor (RIA) with the SEC in 2013 under the former name Motley Fool Financial Planning. Today, the firm is wholly owned by The Motley Fool Holdings, Inc., which is an entity under the ownership of David H. Gardner and Thomas M. Gardner.

MFWM attempts to build a personalized and holistic financial plan for its clients, most of whom are not high net worth. The team can assist with various financial tasks including savings, debt management, tax and retirement planning. The firm can also help you invest in your children’s education through 529 college savings plans and other savings vehicles. MFWM offers customized services based on your needs. 

Motley Fool Wealth Management Investing Strategy

MFWM investment advisory services begin with an online questionnaire to get better insight into your financial profile, risk tolerance and investment goals. Based on this information, a customized portfolio plan will be built for you. Depending on how the firm decides to implement these recommendations, it may incorporate the use of third-party managers.

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Campbell Wealth Management is a fee-based firm with hundreds of millions in assets under management. It mainly focuses on comprehensive retirement planning. To receive services from Campbell, you usually need minimum assets totaling at least $500,000. 

The team at Campbell Wealth includes certifications like Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), accredited investment fiduciary (AIF), chartered financial consultant (ChFC), chartered mutual fund counselor (CMFC) and more.  

Campbell Wealth Management Background 

Campbell Wealth Management registered with the SEC in 2010. The firm is currently wholly owned by chairman and CEO Kelly Campbell, who has nearly 30 years of experience in the financial services industry.

The bulk of its business consists of retirement planning and holistic financial planning. It also offers a portfolio management program. The firm serves individuals along with their related trusts, estates and charitable organizations. It also provides services to profit-sharing plans.

Campbell Wealth Management Investing Strategy 

Campbell Wealth Management utilizes fundamental analysis when considering securities to invest client assets in. This involves examining publicly available financial information, forecasts and company reporting. The firm also considers your personal factors like risk tolerance and financial goals to devise a proper asset allocation for your portfolio.

In addition, the firm aims to provide financial planning services by analyzing family financials. It notes that part of its process includes “where appropriate, involving multiple generations in order to facilitate family financial planning. This can increase the financial education of the later generations and manage expectations.”

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Monument Wealth Management is a fee-only firm providing financial planning and investment management services to individuals both with and without a high net worth. The firm also has a $3 million minimum investment requirement for new clients, though it may be willing to waive or reduce this at its discretion.

The team of advisors at Monument boast certifications like Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), certified private wealth advisor (CPWA) and more.

Monument Wealth Management Background

Monument Wealth Management was founded in 2008 by David B. Armstrong, Dean Catino, Timothy Lee and Timothy MicKey. Armstrong and Catino still work at the firm as co-presidents.

The practice prioritizes customer service as well as team growth. MWM notes on its website that it provides “opportunities for education, growth, and collaboration so that they can become not just skilled advisors, but keener thinkers, creative problem solvers and better humans.”

Monument Wealth Management Investing Strategy

At Monument Wealth Management, client assets are generally invested among mutual funds and exchange-traded funds (ETFs) that investment advisors found suitable for the client based on his or her individual circumstances. They may also consider individual securities, such as stocks and bonds, when appropriate.

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McLaughlin Ryder Investments is a financial advisory firm with hundreds of millions in client assets. This firm works with non-high-net-worth individuals, though it also has high-net-worth clients, retirement plan clients, charitable organization clients and business clients. The services at this firm do not have a minimum requirement.

Certain advisors at this fee-based firm can receive commissions from the sale of specific securities. While this is a potential conflict of interest, the firm's fiduciary duty means it must act in clients' best interests.

McLaughlin Ryder Investments Background

McLaughlin Ryder Investments was originally founded as McLaughlin Investments, LLC by CEO Shawn P. McLaughlin in 2009. Oscar P. Ryder, who has since passed away, joined the firm after spending several years at Morgan Stanley. Ryder also managed the first NYSE brokerage office. The advisory team here includes one accredited investment fiduciary (AIF), one Certified Financial Planner™ (CFP®) and one chartered retirement planning counselor (CRPC). 

The firm offers various services including advice around retirement planning, education funding and donor-advised funds, as well as endowments and foundations.

McLaughlin Ryder Investments Investing Strategy

McLaughlin Ryder Investments works with Pershing, LLC, a division of the Bank of New York Mellon, to provide investment management services. Each account is managed by an investment adviser representative from the firm. When examining securities, the firm deploys fundamental analysis. This entails evaluating securities such as stocks by taking a deep look at such factors as a company’s condition and how it performs in its overall sector.

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Westbourne Investments manages millions of dollars across a fairly small team of on-staff advisors. The fee-based firm works with a clientele of most individuals and some businesses. To open an investment account with Westbourne, you need at least $100,000 in investable assets, though the firm may waive this requirement.

The team at Westbourne has a long history in the financial services space. Chairman and CEO Robert Long is a chartered financial analyst (CFA). He served as president of the Washington Society of Investment Analysts and secretary of Washington Mutual Investors Fund.

Some of the firm's advisors can receive compensation from the sale of certain insurance products. Although this creates the potential for a conflict of interest, the firm's fiduciary duty means it acts in clients' best interests.

Westbourne Investments Background 

Westbourne Investments was founded in 1990. It is principally owned by Robert Long and Patrick Walsh, both of whom remain on the firm’s staff as its CEO and president, respectively.

This firm provides customized account management to individuals and institutions. Financial planning services, like retirement planning and insurance planning, are also available.

Westbourne Investments Investing Strategy

The practice deploys various portfolio management strategies based on the client’s financial situation and goals. Its managed account program utilizes exchange-traded funds (ETFs) and individual stocks. It aims to build these with income-oriented equities that have “noticeably superior rising income streams from basic industry sectors of the economy represented by real estate, energy production and delivery, select utilities, entertainment and financial services;" core equities representing 15- to 20-year-old companies; and growth equities from reasonably-managed younger versions of the core group.

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Next on our list is 4J Wealth Management, a fee-based financial services firm. This means that some of its advisors can receive commissions from the sale of certain securities or insurance products. While this represents a potential conflict of interest, the firm's fiduciary duty requires it to act in your best interest at all times.

This firm doesn't have a minimum investment required for portfolio management. It works with both high-net-worth and non-high-net-worth individuals, as well as retirement plans. 

4J Wealth Management Background 

In 2018, 4J Wealth Management first opened its doors, making it the youngest firm on our list. The firm is owned by Joshua Goulding, Jameson Hamilton, Jeffrey Sciscilo and Jennifer Hutton, all of whom are employees of 4J. The team holds certifications such as chartered financial analyst (CFA), Certified Financial Planner™ (CFP®), accredited investment fiduciary (AIF) and chartered financial consultant (ChFC).

The firm extends stand-alone financial planning services, asset management and a combination of the two through its comprehensive portfolio management program. 

4J Wealth Management Investment Strategy 

The practice aims to construct portfolios that adhere to clients’ risk levels, financial situation and long-term investment goals. 4J Wealth Management may invest your funds in the following securities if it deems it appropriate for your objectives: 

• Stocks
• Bonds
• Exchange-traded funds (ETFs)
• Mutual funds
• Private securities 

The firm uses both strategic and dynamic asset allocation strategies. It notes that “like strategic allocation strategies, dynamic strategies largely retain exposure to their original asset classes; however, unlike strategic strategies, dynamic asset allocation portfolios will adjust their postures over time relative to changes in the economic environment.”

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8th Street Investments is a fee-only firm offering investment management and financial planning services. The firm works with individuals (and often focuses on families), trusts, estates, corporations, other types of business entities and charitable organizations. Its individual client base is split almost evenly between those with and without a high net worth.

There is no minimum account or investment requirement to become a client of 8th Street Investments.

8th Street Investments Background 

Michael E. Shea and Lisa C. Pendley founded the firm in 2008. They both serve as managing members today. Lisa is a Certified Financial Planner™ (CFP®) and has a juris doctorate, while Michael has earned his chartered financial analyst (CFA) designation. They are the only two advisors at the firm. 

8th Street Investments Investment Strategy 

The firm focuses on helping to secure the financial future of individuals and families with its tailored investment philosophy. The personal needs and risk tolerance of every client are taken into consideration to create an individualized investment approach. The firm does not try and time the market for short-term wins but instead looks toward long-term investment performance. 8th Street often invests in stocks, mutual funds, ETFs, bonds, fixed-income securities and municipal bonds.