Looking for an independent financial advisor in Virginia Beach, VA that takes your goals seriously and listens to what matters to you? That’s exactly what we do. {An independent financial advisor is a professional who delivers personalized financial strategies and investment support that isn't affiliated with any specific bank, brokerage, or insurance company, which means recommendations are always in your best interest.
At Correct Capital, we believe your financial future deserves more than cookie-cutter strategies or high-pressure sales pitches. As fiduciary advisors in Virginia Beach, VA, we’re legally and ethically obligated to act in your best interest. Whether you’re planning for retirement, a business owner, or simply want clarity around your finances, we’re here to help you make smarter decisions every step of the way.
What You’ll Learn on This Page:
- What an independent financial advisor in Virginia Beach, VA is and why they stand apart from other types of financial “advisors”
- The benefits of getting truly objective, client-first recommendations
- The services offered by Correct Capital, including retirement planning, custom portfolio development, and smart tax strategies
- When it makes sense to hire an advisor—and ways to evaluate your current financial needs
- What the first steps look like with a trusted Virginia Beach, VA advisor
- Why so many people in the Virginia Beach, VA area choose Correct Capital
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Correct Capital Wealth Management's office is physically located in St. Louis, MO, but we serve clients throughout the United States in both personal financial planning and corporate retirement plans.
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What Is an Independent Financial Advisor?
An independent financial advisor is a professional who provides financial planning services and investment direction without being tied to a specific bank, brokerage firm, or insurance company. That means their recommendations are based on what’s best for you, not on commissions or sales targets.
Here’s what sets independent advisors apart:
- No sales pitches—just strategic planning.
- Everything we recommend is customized and unbiased.
- Many operate as Registered Investment Advisors (RIAs), meaning they’re held to a fiduciary standard.
- You benefit from a broader selection of strategies and resources.
In short? We’re on your team—not on a sales commission.
Is It Better to Use an Independent Financial Advisor in Virginia Beach, VA?
Oftentimes, yes—especially if you want advice that’s tailored to you, not to someone else’s sales goals.
Virginia Beach, VA Independent advisors aren’t tied to specific products or companies, which means we have the freedom to recommend what actually fits your life. Unlike broker-dealer advisors who may be incentivized to sell certain mutual funds or insurance packages, our focus is on your future, not commission checks.
Why It Matters:
- Unbiased recommendations: No conflicts of interest, no pressure to buy.
- Wider range of options: From retirement accounts to investment portfolios, you get access to a broad universe of investment tools.
- Stronger relationships: You work with someone who knows your story, not just your balance sheet.
- Fiduciary duty: It’s our job to prioritize your needs above all else.
If something feels off with your current advisor, independence might be exactly what you need.
What Does an Independent Financial Advisor Do?
We’re like your financial co-pilot. You tell us where you want to go—protect your family, grow your investments, simplify your finances—and we help navigate the best path forward to get there.
Here’s what we do for our Virginia Beach, VA clients (and how we do it):
Personalized Financial Planning
This isn’t pre-packaged advice. We take the time to get to know your complete situation—everything from income to risk tolerance—and develop a strategy that reflects your priorities.
Retirement & Income Planning
Whether you’re early in your career or eyeing the exit sign, we help you build a strategy to replace your paycheck, reduce taxes, and feel confident about your next chapter.
Investment Strategy & Portfolio Management
We’ll design and manage a diversified portfolio based on your risk tolerance, time horizon, and goals. We don’t gamble with your future—we plan for it.
Tax-Efficient Planning
Taxes can chip away at your savings if you’re not careful. We help you structure your investments and withdrawals to keep more money in your pocket.
Ongoing Support & Proactive Guidance
Life changes. So should your financial plan. We stay in touch, help you pivot when necessary, and stay responsive to what matters to you.
Why Work With Correct Capital in Virginia Beach, VA?
Lots of people call themselves “financial advisors,” but few are legally required to act in your best interest like we are.
At Correct Capital, we don’t just build portfolios—we help build confidence.
Here’s what sets us apart:
- Independent & Fiduciary: No product bias. No pressure. Just advice focused on you.
- Fee-Based & Transparent: You’ll always know what you’re paying for—and why.
- Credentials You Can Trust: Our advisory team includes a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and a CFPA®.
- Real Relationships: You’ll always have a familiar face who understands your goals.
From your first job to your final paycheck, we’re here to help you make every financial move with confidence.
We’d love to help—book a no-cost consultation today and let’s get started.
When Is It Worth Hiring an Independent Financial Advisor in Virginia Beach, VA?
If you're asking this question, there's a good chance the answer is now—but let’s dig into it.
Hiring an independent financial advisor is worth it when:
- You’re nearing retirement and want to make sure your savings will last.
- You’ve come into money and want to make smart moves with it.
- Your finances have become more complicated (e.g., multiple income sources, rental properties, college planning, estate planning).
- You’re not in crisis, but you know there’s room for improvement.
- You want the confidence of having an expert in your corner.
Some people wait for a wake-up call—others take action early. The earlier you start, the more freedom and flexibility you usually have.
Let’s talk and see if it makes sense for where you are right now.
How to Get Started With an Independent Advisor
Getting started with a financial advisor doesn’t have to be complicated.
Here’s what it looks like when you work with Correct Capital:
- Schedule a Free Intro Call
No pressure, no commitment. Just a friendly conversation where we get to know each other and see if we’re a good fit. - Bring the Basics
We’ll talk through your current financial picture and any upcoming milestones. We’ll guide you through what matters most. - We Build Your Personalized Plan
We’ll put together a custom financial plan built around what matters most to you. - Ongoing Support (Not a One-and-Done)
As your life shifts, your strategy will too—and we’ll be there to help make the right moves at the right time.
Talk to an Independent Financial Advisor in Virginia Beach, VA Today
You’ve built something meaningful—now let’s help protect and grow it.
At Correct Capital, we help people across Virginia Beach, VA feel more confident about their financial path—with clear strategies, honest answers, and long-term partnerships that put you first. From big transitions to everyday planning, we’re your go-to resource for smarter money decisions.
Call us at 877-930-4015 or contact us online to schedule your free consultation with an independent financial advisor in Virginia Beach, VA who puts you first.
Let’s build your plan, your way.
