U.S. CitiesCity-Data Forum Index
Go Back   City-Data Forum > U.S. Forums > Virginia > Northern Virginia
 [Register]
Please register to participate in our discussions with 2 million other members - it's free and quick! Some forums can only be seen by registered members. After you create your account, you'll be able to customize options and access all our 15,000 new posts/day with fewer ads.
View detailed profile (Advanced) or search
site with Google Custom Search

Search Forums  (Advanced)
 
Old 05-20-2011, 03:52 PM
 
Location: Las Vegas, NV
87 posts, read 178,681 times
Reputation: 135

Advertisements

Yes, I really need a top-knotch financial planner to help sort out my personal financial situation.

I've always done my own financial planning before, although now I require advanced help. My needs include advise on government retirement, taxes, budgeting, debt, investing, mortgages and credit. The whole enchilada. I feel it is to my advantage to use a financial planner who is not living off commissions.

Please post if you have someone in mind, in VA, MD, or DC, or know where and how to find one.

Thank you.
Reply With Quote Quick reply to this message

 
Old 05-20-2011, 09:32 PM
 
Location: Chapel Hill, NC, formerly DC and Phila
8,569 posts, read 12,667,483 times
Reputation: 8333
I don't know anything about this organization, but it might be a good place to look:

Home Page - NAPFA - The National Association of Personal Financial Advisors
Reply With Quote Quick reply to this message
 
Old 05-21-2011, 06:40 AM
 
9,738 posts, read 8,057,515 times
Reputation: 6343
Quote:
Originally Posted by agreeableone View Post
Yes, I really need a top-knotch financial planner to help sort out my personal financial situation.

I've always done my own financial planning before, although now I require advanced help. My needs include advise on government retirement, taxes, budgeting, debt, investing, mortgages and credit. The whole enchilada. I feel it is to my advantage to use a financial planner who is not living off commissions.

Please post if you have someone in mind, in VA, MD, or DC, or know where and how to find one.

Thank you.

Save your money. There is ample FREE advise available on the internet.
Reply With Quote Quick reply to this message
 
Old 05-21-2011, 08:06 AM
 
2,612 posts, read 4,766,585 times
Reputation: 3943
We searched for this but never found anyone. If you have about a million or more to invest, then I know of one person who is very good, but he is expensive. He takes a percentage of the profit that he makes on your money. Although it's not a flat fee, he only has incentive to make more money for a client, not to just buy and sell over and over again. However, if you have the ability to manage your own money, or at least can be somewhat involved in what is happening with it, that's what most people I know do, even those with a lot of money.
Reply With Quote Quick reply to this message
 
Old 05-21-2011, 03:11 PM
 
446 posts, read 1,488,411 times
Reputation: 146
You might want to find one of Dave Ramsey's ELPs (Endorsed Local Provider) in the area. Endorsed Local Providers - daveramsey.com

Good luck!
Reply With Quote Quick reply to this message
 
Old 05-21-2011, 07:28 PM
 
361 posts, read 621,035 times
Reputation: 496
my recommendation:
Reston VA Financial Planner - Boucher Financial Planning is a fee only financial planning firm dedicated to serving "All-Americans"
He is in Reston.
Reply With Quote Quick reply to this message
 
Old 05-22-2011, 08:53 PM
 
38 posts, read 80,229 times
Reputation: 12
Ric Edelman in Fairfax, VA.
The Truth About Money | Nation's #1 Financial Advisor Ric Edelman or edelmanfinancial.com
Reply With Quote Quick reply to this message
 
Old 09-24-2011, 01:37 PM
 
Location: Phoenix, AZ > Raleigh, NC
15,066 posts, read 18,997,066 times
Reputation: 24162
I'm an ex-Big 8 accountant and use these folks:

Dixon Hughes Wealth Advisors

Very similar philosophy to Ric Edelman, but usually charges a cheaper percentage / fee for services. And, IMO, the advisers are better qualified, most of them CPA's.
Reply With Quote Quick reply to this message
 
Old 06-17-2015, 08:05 PM
 
1 posts, read 1,464 times
Reputation: 11
This is an old thread, but for anyone who might be reading, please do NOT use a Dave Ramsey ELP per the previous poster's suggestion.

I'm a CPA with experience in tax planning.

ELP's pay a fee to be "endorsed" by Dave Ramsey. Most of the investment guys are commissioned sales reps who will push annuities or other commissioned based products.

Check out these sites to find a fee-only Certified Financial Planner:

[url=http://www.napfa.org]Fee-Only Financial Advisors Home - NAPFA - The National Association of Personal Financial Advisors[/url]

[url]www.cpf.net[/url]
Reply With Quote Quick reply to this message
Please register to post and access all features of our very popular forum. It is free and quick. Over $68,000 in prizes has already been given out to active posters on our forum. Additional giveaways are planned.

Detailed information about all U.S. cities, counties, and zip codes on our site: City-data.com.


Reply
Please update this thread with any new information or opinions. This open thread is still read by thousands of people, so we encourage all additional points of view.

Quick Reply
Message:


Options
X
Data:
Loading data...
Based on 2000-2016 data
Loading data...

123
Hide US histogram

Over $104,000 in prizes was already given out to active posters on our forum and additional giveaways are planned!

Go Back   City-Data Forum > U.S. Forums > Virginia > Northern Virginia
Similar Threads
View detailed profiles of:
Follow City-Data.com founder on our Forum or

All times are GMT -6.

2005-2019, Advameg, Inc. · Please obey Forum Rules · Terms of Use and Privacy Policy · Bug Bounty

City-Data.com - Archive 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35 - Top