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Financial Planners in Cave Spring, VA: 2026 rankings

28 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Cave Spring: Martin Wealth Solutions, RFA Score 78/100; 5.0★ from 92 Google reviews.

  2. 23

    Most-reviewed: Kik Virginia, 66 Google reviews at 2.1★, the most of 28 ranked after Martin Wealth Solutions; ranked #23.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

28 Cave Spring financial planners are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 28 rated firms.

Most of this list also appears on the Financial planners in Roanoke ranking. See Financial planners in Roanoke

Top 10 financial planners in Cave Spring at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Cave Spring at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Martin Wealth Solutions785.0★ (92)Roanoke, 3 mi awayTop score
2Partners in Financial Planning755.0★ (55)Salem, 5 mi away—
3Capital Investment Company Of Virginia / Sollinda Capital Management - J. Andy Ingram, AIF®, QPFC™, CPFA® C(k)P®, Ri(k)™725.0★ (25)Roanoke, 5 mi away—
4360 Wealth Consulting724.4★ (36)Roanoke, 5 mi away—
5Futurity First: Don Lilly Agency715.0★ (14)Salem, 3 mi away—
6Upward Financial Planning704.1★ (14)Cave Spring—
7Martin Wealth Solutions695.0★ (41)Christiansburg, 24 mi away—
8SageCreek Planning & Investments685.0★ (5)Roanoke, 1 mi away—
9Bankers Life684.5★ (6)Roanoke, 2 mi away—
10IFA Wealth685.0★ (5)Roanoke, 2 mi away—

All 28 financial planners in Cave Spring, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Cave Spring

    #1 Martin Wealth Solutions

    Based in Roanoke, 3 mi away

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 92 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    4002 Brandon Ave SW, Roanoke, VA 24018
    View profile for Martin Wealth Solutions(877) 636-0317

  3. #3 Capital Investment Company Of Virginia / Sollinda Capital Management - J. Andy Ingram, AIF®, QPFC™, CPFA® C(k)P®, Ri(k)™

    Based in Roanoke, 5 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    111 Campbell Ave SW #1a, Roanoke, VA 24011
    View profile for Capital Investment Company Of Virginia / Sollinda Capital Management - J. Andy Ingram, AIF®, QPFC™, CPFA® C(k)P®, Ri(k)™(540) 765-2750

  4. #4 360 Wealth Consulting

    Based in Roanoke, 5 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.4★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 36 Google reviews
    Hours
    Mon–Fri 10 AM–3 PM · Sat–Sun closed
    Address
    1017 2nd St SW Ste A, Roanoke, VA 24016
    View profile for 360 Wealth Consulting(540) 562-0123

  7. #7 Martin Wealth Solutions

    Based in Christiansburg, 24 mi away

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    1055 W Main St, Christiansburg, VA 24073
    View profile for Martin Wealth Solutions(540) 639-4810

  9. #9 Bankers Life

    Based in Roanoke, 2 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.5★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5115 Bernard Dr Ste 305, Roanoke, VA 24018
    View profile for Bankers Life(540) 989-0643

  10. #10 IFA Wealth

    Based in Roanoke, 2 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2709 Brambleton Ave SW, Roanoke, VA 24015
    View profile for IFA Wealth(540) 776-3343

  16. #16 Davenport & Company LLC

    Based in Roanoke, 5 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Thu 8:45 AM–5 PM · Fri 8:45 AM–4:15 PM · Sat–Sun closed
    Address
    10 Franklin Rd SE Suite 450, Roanoke, VA 24011
    View profile for Davenport & Company LLC(540) 345-1909

  17. #17 Ayers Financial Services

    Based in Roanoke, 8 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.9★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 7 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    5185 Peters Creek Rd, Roanoke, VA 24019
    View profile for Ayers Financial Services(540) 563-9144

  19. #19 Vested Partners

    Based in Salem, 5 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and review volume: 5.0★ from 57 Google reviews.

    • 5.0★ from 57 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    300 E 2nd St, Salem, VA 24153
    View profile for Vested Partners(540) 389-6060

  20. #20 The Conner Group

    Based in Hollins, 7 mi away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    131 E Lee Ave, Vinton, VA 24179
    View profile for The Conner Group(540) 767-6669

  23. #23 Kik Virginia

    Based in Salem, 4 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 2.1★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 2.1★ from 66 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    239 Rowan St, Salem, VA 24153
    View profile for Kik Virginia(540) 387-2477

  25. #25 Jackson Financial, LLC.

    Based in Blacksburg, 21 mi away

    62/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.8★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1901 S Main St Ste 7, Blacksburg, VA 24060
    View profile for Jackson Financial, LLC.(540) 505-5371

How we ranked Cave Spring financial planners

We scored 28 Cave Spring financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Cave Spring data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Cave Spring: frequently asked questions

Which financial planner has the highest RFA Score in Cave Spring?

By RFA Score, the highest-ranked financial planner in Cave Spring, VA is Martin Wealth Solutions with an RFA Score of 78/100. It has 5.0★ from 92 Google reviews. Partners in Financial Planning (#2) and Capital Investment Company Of Virginia / Sollinda Capital Management - J. Andy Ingram, AIF®, QPFC™, CPFA® C(k)P®, Ri(k)™ (#3) follow. We ranked 28 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Cave Spring?

RankedFinancialAdvisors ranks 28 financial planners serving Cave Spring, VA. 1 of them is based in Cave Spring; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Cave Spring work on weekends?

2 of 28 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Beard Financial Planning (#21) and Kik Virginia (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cave Spring financial planners have?

The median Google rating among 28 rated financial planners in Cave Spring is 5.0★, with a median of 7 reviews. Martin Wealth Solutions has the most, 92 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Cave Spring count in this ranking?

Yes, if they are within 25 mi of the Cave Spring city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Cave Spring ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Cave Spring a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Cave Spring

  1. November 2026: RFA Scores recalculated for 28 financial planners serving Cave Spring.

More financial planners and Cave Spring pages