Roanoke, VA

Roanoke Financial Advisor – Wealth Management in Roanoke, VA

Helping Virginia families, professionals, and retirees reach their financial goals with confidence.

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6701 Peters Creek Road

Suite 107

Roanoke, VA 24019

Guiding Roanoke’s Financial Futures

Local service backed by a regional team

Our Roanoke office serves as a dedicated hub for clients throughout the Roanoke Valley and southwest Virginia. We provide personalized financial planning, investment guidance, and retirement strategies to individuals and families in Roanoke, Salem, Blacksburg, and surrounding communities. Our advisors understand the unique tax, estate, and financial planning considerations specific to Virginia residents—delivering guidance tailored to your goals and local needs.

Services for Virginia Clients

Comprehensive strategies tailored to life in Roanoke

From long-time Virginia residents to newcomers relocating to Roanoke, we help clients make confident financial decisions. Every service is personalized to fit your needs and the laws that apply in your state.

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Financial Planning

We build detailed, personal financial plans that evolve with your life and reflect your goals and risk profile.

Investment Management

Our advisors design and manage portfolios that align with your timeline, whether you’re preparing for retirement or saving for future milestones.

Retirement Planning

We specialize in retirement income strategies, Social Security optimization, and distribution planning for Virginia retirees.

Tax Planning

By coordinating with your CPA or tax advisor, we identify opportunities to reduce your tax liability and plan ahead for future tax implications.

Estate Planning Support

We collaborate with estate attorneys to ensure your legacy is protected and your estate plan reflects your wishes and Virginia law.

Your Roanoke Advisory Team

Trusted professionals serving your community

Our Roanoke location is led by experienced advisors who know the area and care about its people. With local relationships and a deep understanding of the challenges facing Virginia clients, the team is proud to bring the full Destination Wealth experience to the region.

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Who We Serve in Roanoke

A personalized approach for every client

  • Retirees in Roanoke and Smith Mountain Lake

    Whether you’re enjoying life in the city or settling into a lakeside retirement, we help you build a tax-efficient income strategy, manage market risk, and make the most of your retirement savings through careful, proactive planning.

  • Healthcare professionals and educators

    Roanoke’s strong healthcare and education sectors bring unique financial needs—from understanding pension options to maximizing employer benefits. We help you coordinate your plan across income, retirement savings, and insurance coverage.

  • Professionals and families planning for the future

    Many of our clients are focused on building wealth, paying down debt, or saving for education. We create financial plans that grow with you and address everything from cash flow to legacy planning.

  • Business owners in Roanoke Valley

    Entrepreneurs and small business leaders rely on us for guidance around business structure, succession planning, retirement plans, and coordination between personal and business financial goals.