Virginia’s Top Rated Local® Financial Advisers Award Winner: Financial Freedom Planners

Top Rated Local® is pleased to announce that Financial Freedom Planners is a 2019 award winner for financial advisers in Virginia!

Whether you need help planning for retirement or determining how much life insurance you need, Financial Freedom Planners in Richmond is the company to turn to.

Financial Freedom Planners has received dozens of reviews with an average rating of 5.00 stars, earning them a remarkable Rating Score™ of 93.00 and a 2019 Top Rated Local award for ranking among the top 10 financial advisers in all of Virginia!

Here’s just one of their many five-star reviews:

“My wife and I were newly married and wanted to get our finances straight for the long run when we started working with Charles over a year ago. Before him, we had tried an advisor with a major company who made us feel uncomfortable during our meetings and pressured us to invest our money in ways we did not agree with. Charles was, thankfully, a breath of fresh air with his level of professionalism, knowledge and dedication. Today, we feel confident and well-organized with our financial plans.” – Justin M.

Not Your Average Financial Adviser

We took a few minutes to talk with Charles R. Roberts, founder and Chief Executive Officer at Financial Freedom Planners, to learn a little more about the business and how they managed to build such an impressive online reputation.

We first wanted to know what sets Financial Freedom Planners apart from the many other financial advisers in Virginia. Charles points to the fact that they are hourly or project-based, which results in long-term savings for their clients. At Financial Freedom Planners, they hold themselves to the highest fiduciary standards in the business, and in addition to recommending investments for their clients, they also keep an eye out for their expenses.

The next thing we wanted to know was what their mission is at Financial Freedom Planners and how they work to make the world a better place. Charles shared with us that Financial Freedom Planners’ mission is to help their clients become financially independent and to help them maintain that independence.

Building Success Through Client Satisfaction

Charles credits Financial Freedom Planners’ strong online reputation to their commitment to satisfying their clients and making a positive impact on their clients’ lives.

Outside of building a powerful online reputation, word of mouth has been their main source of growth, as well as referrals from other financial companies.

There are a number of business owners out there who are looking to grow their business and build their online reputation. Here are Charles’ words of wisdom for those business owners:

“Have integrity. Always do the best job you possibly can for your clients and act in the best interest of your clients.”


Congratulations to the team at Financial Freedom Planners for being a 2019 Top Rated Local award winner, and thank you so much, Charles, for taking the time to speak with us!

Are you ready to work with a different kind of financial adviser? Visit Financial Freedom Planners online today.

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