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.

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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.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

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


  • Financial Advisor Close to James City County, VA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • 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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

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.
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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.)



The Top Financial Advisor Firms in James City County, VA

 

BAY RIVERS GROUP WEALTH PARTNERS

Website

(757) 259-2450

5107 Center Street B1

Williamsburg, VA 23188

SEC#: 801-111951
Years in Business: 4 years

PBMARES WEALTH MANAGEMENT LLC

Website

(757) 229-7180

4801 Courthouse Street
Suite 128
Williamsburg, VA 23188

SEC#: 801-62425
Years in Business: 18 years

COVENANT WEALTH ADVISORS

Website

(757) 259-0111

351 Mclaws Circle
Suite 1
Williamsburg, VA 23185

SEC#: 801-114868
Years in Business: 3 years

CANTELLA & CO., INC.

Website

(757) 565-7700

500 Strawberry Plains Rd.
Suite 100
Williamsburg, VA 23188

SEC#: 801-60841
Years in Business: 20 years

DAVENPORT & COMPANY LLC

Website

(757) 258-2800

5400 Discovery Park Blvd
Suite 301
Williamsburg, VA 23188

SEC#: 801-13057
Years in Business: 44 years

CANTELLA & CO., INC.

Website

(757) 565-7700

500 Strawberry Plains Rd.
Suite 100
Williamsburg, VA 23188

SEC#: 801-60841
Years in Business: 20 years

DFPG INVESTMENTS, LLC

Website

(864) 248-6420

1311 Jamestown Road
Suite 101
Williamsburg, VA 23185

SEC#: 801-107896
Years in Business: 5 years

COLONIAL RIVER INVESTMENTS, LLC

Website

(804) 335-1200

5349 Discovery Park Boulevard

Williamsburg, VA 23188

SEC#: 801-113243
Years in Business: 4 years

COLONIAL RIVER INVESTMENTS, LLC

Website

(757) 599-9111

205 Bulifants Blvd.
Suite D
Williamsburg, VA 23188

SEC#: 801-113243
Years in Business: 4 years

 


James City County, VA Financial Advisor FAQs

James City County is located in the Virginia Peninsula region of the state. It is situated on the east side of the York River, directly opposite Richmond, the capital of Virginia. The county is bordered by the James River to the north and Hampton Roads to the south. The top employer in James City County, Virginia is the Williamsburg-James City County School District. They have over 2,000 employees and annual revenue of over $100 million. There are many things that James City County, Virginia is best known for, but some of the most popular include its history, arts and culture, and natural beauty. The area is home to many historic sites and museums, as well as a thriving arts community. In addition, the county is surrounded by gorgeous natural scenery. You want to work with the best, and that's why we handpick our financial advisors in James City County, which is home to the Busch Gardens Williamsburg amusement park, the Kingsmill Resort, and the Williamsburg Pottery Factory. Tourism, as well as high technology, play an important role in the region's economy. The College of William & Mary, NASA, Jefferson Laboratory, and other defense firms are also nearby, providing the region the largest concentration of scientists and engineers per capita. The county is located on the Virginia Peninsula and is part of the Virginia Beach-Norfolk-Newport News, VA-NC Combined Statistical Area. It is frequently associated with Williamsburg, an autonomous city, and Jamestown, a county town. Financial advisors are in high demand in James City County, and you'll want to discover one who can assist you with managing your finances. Consult the list below to find a financial advisor in your area!

Financial advisors get paid by the clients they work with. Typically, financial advisor fees are charged as a percentage of assets under management and/or as a flat salary.

You could ask them about their qualifications, what services they offer, how to choose an investment strategy appropriate for you, do they have references, and what fees will apply.

Visit your trusted bank and ask if they have financial advising services available. Most of the time, they partner with well-known financial advising companies to provide this service to their clients.

Clients can rest assured that they will be presented with quality service, as the work of a registered advisor includes executing trades on behalf of its client, managing assets across multiple brokerage accounts, reviewing account statements, ensuring compliance with investment law and fiduciary responsibility.