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Find Retirement Advisors for Retirement Planning in Ashburn, Virginia

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Ashburn, Virginia

Last Updated - March 28, 2026

Ashburn has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Ashburn, Virginia have an average of 30 years of experience.

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List of Qualified Retirement Planning Advisors in Ashburn, Virginia

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Bob Howard
RICP^®
Prudential

Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Edelman Financial Engines, LLC - tariktest

Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65

Minimum Assets Required
$0

Address

1919 Gallows Rd, Suite 980,
Vienna, VA 22043 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Tom Hagigh
EPE Wealth Advisors

Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65

Minimum Assets Required
$500,000

Address

1321 Generals Highway,
Suite 300,
Crownsville, MD 21032 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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Top 4 Retirement Planning firms in Ashburn, Virginia (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	20405 Exchange Street, Suite 371 Ashburn, VA, 20147	$322,419,429	570	4	A percentage of AUM, Hourly charges
2	20755 Williamsport Place, Suite 140 Ashburn, VA, 20147	$266,491,944	476	5	A percentage of AUM, Hourly charges, Fixed fees
3	44679 Endicott Drive, Suite 300 Ashburn, VA, 20147	$151,871,389	384	3	A percentage of AUM, Fixed fees
4	20135 Lakeview Center Plaza, #110 Ashburn, VA, 20147	$150,120,693	635	20	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Ashburn, Virginia

HOULIHAN FINANCIAL RESOURCE GROUP, LTD.

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QualificationsFirm CRD# 116670

Assets Under Management $322,419,429

No. Of Clients570

Clients Per Financial Advisor143

HOULIHAN FINANCIAL RESOURCE GROUP, LTD. is a financial advisory firm situated in Ashburn, Virginia. With a nearly $322M assets under management, the firm specializes in crafting personalized retirement planning solutions for 570 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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THE LEWIS FINANCIAL GROUP

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QualificationsFirm CRD# 315692

Assets Under Management $266,491,944

No. Of Clients476

Clients Per Financial Advisor95

THE LEWIS FINANCIAL GROUP is a financial advisory firm situated in Ashburn, Virginia. With a nearly $266M assets under management, the firm specializes in crafting personalized retirement planning solutions for 476 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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ARBOR PRIVATE WEALTH, LLC

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QualificationsFirm CRD# 315812

Assets Under Management $151,871,389

No. Of Clients384

Clients Per Financial Advisor128

ARBOR PRIVATE WEALTH, LLC is a financial advisory firm situated in Ashburn, Virginia. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 384 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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ABICH FINANCIAL WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 310633

Assets Under Management $150,120,693

No. Of Clients635

Clients Per Financial Advisor32

ABICH FINANCIAL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Ashburn, Virginia. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 635 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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