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Find Retirement Advisors for Retirement Planning in Leesburg, 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 Leesburg, Virginia

Last Updated - March 28, 2026

Leesburg has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Leesburg, Virginia have an average of 30 years of experience.

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List of Qualified Retirement Planning Advisors in Leesburg, Virginia

VERIFIED

Bob Howard
RICP^®
Prudential

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

Minimum Assets Required
Not Specified

Address

20 W Market Street, Suite #1,
Leesburg, VA 20176 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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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

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 3 Retirement Planning firms in Leesburg, Virginia (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	893-A Harrison Street, S.E., Leesburg, VA, 20175	$1,050,589,563	2018	14	A percentage of AUM, Hourly charges, Fixed fees
2	608 South King Street, Suite 300 Leesburg, VA, 20175	$865,899,358	2133	18	A percentage of AUM, Performance Based
3	44160 Scholar Plaza, Suite 490 Leesburg, VA, 20176	$334,599,266	1587	17	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Leesburg, Virginia

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

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QualificationsFirm CRD# 111685

Assets Under Management $1,050,589,563

No. Of Clients2018

Clients Per Financial Advisor144

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS is a financial advisory firm situated in Leesburg, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2018 clients. The team consists of 14 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

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TOTH FINANCIAL ADVISORY CORP

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QualificationsFirm CRD# 104952

Assets Under Management $865,899,358

No. Of Clients2133

Clients Per Financial Advisor119

TOTH FINANCIAL ADVISORY CORP is a financial advisory firm situated in Leesburg, Virginia. With a nearly $866M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2133 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

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AMJ FINANCIAL WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 162878

Assets Under Management $334,599,266

No. Of Clients1587

Clients Per Financial Advisor93

AMJ FINANCIAL WEALTH MANAGEMENT LLC is a financial advisory firm situated in Leesburg, Virginia. With a nearly $335M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1587 clients. The team consists of 17 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
Pesnsion consulting services
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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