Connect with Top-Rated Financial Planners in Roanoke!

We're financial professionals striving to help our clients accomplish their goals and experience greater fulfillment through custom financial solutions. By maintaining a planning perspective, your own needs and vision are at the core of what we do. We take great care to walk you through each aspect of your financial life, fostering a collaborative relationship and building confidence in your plan.

Ayers Financial Services is a financial advisory firm based in Roanoke, Virginia, specializing in retirement planning and wealth management. For over 25 years, the company has been helping individuals and families achieve their ideal retirements through customized strategies and comprehensive financial reviews. Ayers Financial Services offers a range of services, including wealth management, retirement planning, and tax planning, aiming to help clients preserve and grow their life savings. The firm is committed to putting clients' interests first and acting as fiduciaries, providing personalized advice and solutions tailored to each client's needs and goals.

IFA Wealth is an independent firm that offers maximum investment solutions without proprietary products, sales quotas, or outside influences. Our team works with individuals at various stages of their financial life cycle, including young professionals, families, pre-retirees, and retirees, as well as business owners and employers. We provide comprehensive financial planning, wealth management, estate planning, protection planning, education savings strategies, and more. Our independence gives clients choice, flexibility, and peace of mind.

Virginia Asset Management is a financial planning firm dedicated to helping individuals, families, business owners, and organizations achieve financial independence. Our team of experienced advisors provides a wide range of services, including retirement planning, investment strategies, estate planning, insurance, tax planning, and more. We believe in building lifelong relationships and offer a personalized approach to meet each client's unique needs and goals.

Fee-Only Financial Planning, LC is a financial planning firm that has been providing objective advice since 1981. The firm offers comprehensive financial planning, including insurance policy review, cash flow, investment, tax, retirement, and estate planning guidance. Their foundation approach is supported with ongoing planning and asset management, ensuring personalized solutions for each client. They are fee-only, compensated only by their clients, and do not sell products or insurance.

Clearstead Advisory Solutions, a division of Clearstead Advisors, LLC, offers comprehensive financial planning and wealth management services to individuals, families, and institutions. With a strong focus on client relationships and tailored solutions, we provide tax planning, family office services, and investment research to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering exceptional service and personalized advice to each client.

Personal Financial Planning, based in Roanoke, Virginia, offers comprehensive financial planning and investment management services. Our team of professionals, including Tom Nasta and Robert Ford, works closely with clients to understand their unique financial goals and develop tailored strategies to achieve them. Our services include cash management, risk management, accumulation, retirement planning, investing, goal planning sessions, and more. We aim to provide high-quality, personalized service to help our clients make the most of their money and secure their financial future.

PeakValley Wealth is a regional wealth management firm providing advisory services to individuals, families, and businesses. With a unique blend of youth and experience, we are here to help you manage your wealth wisely and guide you down the path to achieving your financial goals. We offer personal wealth financial planning and investment services for individuals and families, corporate retirement plans for business owners and employees, and meet with clients in multiple states across the country. Our team is dedicated to your financial growth, and we are committed to servicing our clients and communities across the footprint of Southwest Virginia and Southern West Virginia. We are an independent firm with offices in both Roanoke, VA and Princeton, WV, and plan to continue growing and expanding our services in the future.