
Find a Financial Advisor in James City County, VA
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We did the hard work of finding trustworthy partners in James City County, VA.
We Only Work With The Best James City County Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
Education & Designations
All of our partners are advisors who hold the proper designations from FINRA
Trustworthiness
All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in James City County, VA
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Financial Advisor Close to James City County, VA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in James City County, VA
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near James City County, VA
We evaluated over 13,000 RIA firms to bring you the best of the best James City County financial advisors.
How Retirement-Friendly is James City County, VA?
- Population: 74,916
- % of Population 62 Years and Over: 29.2%
- Average Home Value: $336,600
- Average Monthly Housing Cost: $1,393
- Average Household Income: $111,437
- Virginia Total Tax Burden: 7.86% (14th Lowest in U.S.)
- Virginia Property Tax: 2.93% (22nd Highest in U.S.)
- Virginia Individual Income Tax: 2.87% (11th Highest in U.S.)
- Virginia Sales and Excise Tax: 2.06% (6th Lowest in U.S.)
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The Top Financial Advisor Firms in James City County, VA
BAY RIVERS GROUP WEALTH PARTNERS
(757) 259-24505107 Center Street B1
Williamsburg, VA 23188
SEC#: 801-111951
Years in Business: 4 years
PBMARES WEALTH MANAGEMENT LLC
(757) 229-71804801 Courthouse Street
Suite 128
Williamsburg, VA 23188
SEC#: 801-62425
Years in Business: 18 years
COVENANT WEALTH ADVISORS
(757) 259-0111351 Mclaws Circle
Suite 1
Williamsburg, VA 23185
SEC#: 801-114868
Years in Business: 3 years
CANTELLA & CO., INC.
(757) 565-7700500 Strawberry Plains Rd.
Suite 100
Williamsburg, VA 23188
SEC#: 801-60841
Years in Business: 20 years
DAVENPORT & COMPANY LLC
(757) 258-28005400 Discovery Park Blvd
Suite 301
Williamsburg, VA 23188
SEC#: 801-13057
Years in Business: 44 years
CANTELLA & CO., INC.
(757) 565-7700500 Strawberry Plains Rd.
Suite 100
Williamsburg, VA 23188
SEC#: 801-60841
Years in Business: 20 years
DFPG INVESTMENTS, LLC
(864) 248-64201311 Jamestown Road
Suite 101
Williamsburg, VA 23185
SEC#: 801-107896
Years in Business: 5 years
COLONIAL RIVER INVESTMENTS, LLC
(804) 335-12005349 Discovery Park Boulevard
Williamsburg, VA 23188
SEC#: 801-113243
Years in Business: 4 years
COLONIAL RIVER INVESTMENTS, LLC
(757) 599-9111205 Bulifants Blvd.
Suite D
Williamsburg, VA 23188
SEC#: 801-113243
Years in Business: 4 years
James City County, VA Financial Advisor FAQs
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