Best Financial Planners in Richmond (2026 Rankings)


Top rated spots for Financial Planner
How we rank these businesses
We use public Google Maps data. Businesses with fewer reviews but high ratings are marked asHidden Gemsto give new businesses a fair shot.
Navigating your financial future in Richmond can be complex. Our curated list highlights the top financial planners dedicated to helping you achieve your goals.
Financial Freedom Planners
Vibe: Empowering, ProfessionalTL;DR: The undisputed champion for comprehensive financial planning.
Financial Freedom Planners stands out for its commitment to client success. They offer a wide range of services designed to secure your financial future. Expect personalized strategies and dedicated support.
True North Advisors
Vibe: Trustworthy, StrategicTrue North Advisors provides expert guidance for your financial journey. They focus on building long-term relationships based on trust and tailored advice. Their team is dedicated to helping you navigate complex financial landscapes.
Covenant Wealth Advisors
Vibe: Dedicated, Client-focusedCovenant Wealth Advisors is committed to securing your financial well-being. They pride themselves on building strong client relationships through personalized financial planning. Their expertise ensures you are well-equipped for any financial challenge.
Virginia Estate and Retirement Planning Advisors, Inc.
Vibe: Experienced, SecureSpecializing in estate and retirement planning, this firm offers peace of mind. They provide robust strategies to protect your assets and ensure a comfortable retirement. Their experienced advisors guide you through every step.
Tom Love, CFP®, CRPC®, CRPS®
Vibe: Personalized, ExpertTom Love offers expert financial planning with distinguished certifications. He provides individualized advice tailored to your unique financial situation. Clients benefit from his deep knowledge and personalized approach.
Virginia Estate and Retirement Planning Advisors, Inc.
Vibe: Proactive, ThoroughThis firm excels in safeguarding your legacy and retirement future. They offer comprehensive planning services to address your specific needs. Expect meticulous attention to detail and expert financial advice.
Godsey & Gibb Wealth Management - Richmond
Vibe: Reliable, InsightfulGodsey & Gibb Wealth Management provides insightful financial guidance. They focus on building lasting relationships and delivering sound investment strategies. Clients trust their expertise for managing wealth effectively.
Commonwealth Retirement Advisors
Vibe: Supportive, ClearCommonwealth Retirement Advisors offers clear and supportive guidance for your retirement planning. They help demystify complex financial decisions. Their goal is to ensure you are confident about your financial future.
Spark Financial Advisors
Vibe: Innovative, DynamicSpark Financial Advisors brings a fresh and dynamic approach to financial planning. They are dedicated to igniting your financial potential. Clients appreciate their innovative strategies and forward-thinking advice.
A. W. Smith Financial Group, Inc.
Vibe: Personal, DiscreetTL;DR: A hidden gem for personalized financial guidance.
A. W. Smith Financial Group, Inc. offers highly personalized financial services. This firm focuses on discreet and tailored advice for its clients. They provide dedicated attention to help you achieve your financial objectives.
* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.
Methodology
Rankings based on Google Maps customer sentiment.
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