Investment Advisory Services in Virginia Beach, VA

Invest Confidently—With Advice That Puts You First

If you’re earning more and wondering what to do with it, investing is the next step. But smart investing isn’t just about the market—it’s about clarity, goals, and having someone in your corner who knows the full financial picture.


Straight Talk CPAs provides independent investment advisory services in Virginia Beach for professionals, entrepreneurs, and growing families who want to build wealth without the confusion, stress, or sales pitch.

We understand the local opportunities and limitations—like navigating growth while holding property in high-demand neighborhoods like Sandbridge or balancing investments with business obligations near Lynnhaven or Town Center.


And we don’t stop at state lines. Our approach connects your local reality to national and global financial strategies that work.

We Know Virginia Beach. And Beyond.

Our advisors don’t manage your portfolio with a crystal ball—we use facts, goals, and tested strategies.

Expect support in:

  • Building an investment strategy tailored to your risk and timeline
  • Balancing tax efficiency with return potential
  • Diversifying without overcomplicating
  • Staying calm (and consistent) when markets move
  • Avoiding common missteps that eat away at long-term results


Whether you're new to investing or ready to refine your current strategy, we help you focus on the bigger picture—while still handling the details.

What Investment Advisory Looks Like—The Straight Talk Way

Case Study: From Cash-Saver to Confident Investor

Samantha, a Virginia Beach-based veterinarian, had accumulated $89,500 across a checking account, a CD, and an untouched 401(k) from a previous job. She wanted to “start investing,” but didn’t know how or where to begin—and was afraid of losing what she’d worked hard to save.



Here’s what we did:

  • Identified near- and long-term goals: a home upgrade, future family planning, and early retirement
  • Consolidated accounts and opened a low-fee brokerage with diversified mutual funds and ETFs
  • Integrated a Roth IRA and a small HSA investment component for long-term tax advantages
  • Set up monthly contributions that fit her uneven income months
  • Created a simple, color-coded dashboard to track growth and risk over time

“I thought investing meant losing control of my money. Now I feel like I finally understand what it’s doing—and why it matters.”

Today, Samantha meets quarterly with her advisor and is on track to buy her dream home in three years—without slowing down her retirement plan.

Explore Our All Services in Virginia Beach, VA

List of Services

Why Work with an Investment Advisor at Straight Talk CPAs?

  • Independent advice: We don’t sell products. We focus on you
  • Tax strategy is included: As CPAs, we build tax-efficiency into every move
  • Fee-based support: No hidden incentives. Just transparency and trust
  • Local guidance: We understand what it means to invest wisely while living in Virginia Beach
  • Clear, jargon-free conversations: No “Wall Street speak.” Just real advice, tailored to real goals

FAQs

  • Do I need to be rich to get started?

    Not at all. We work with clients starting with as little as $5,000. What matters most is the desire to grow it wisely.

  • Can you advise on retirement and business investments?

    Yes. We regularly work with entrepreneurs managing both business and personal portfolios.

  • Do you handle investments directly?

    We serve as advisors and strategic partners—we can manage accounts or coordinate with your preferred custodian.

  • What’s the difference between this and a financial planner?

    Investment advisors focus on making your money grow wisely and tax-efficiently. We often work in tandem with financial planners for broader goals.