Find a Financial Planner in James City County, VA

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in James City County, VA.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in James City County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the James City County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in James City County can include managing client retirement accounts, investments, tax plans, and more.
29.2% of James City County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the James City County area can create a custom plan and walk with you each step of the way.
In the James City County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the James City County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the James City County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Virginia has unique laws defining which actions trigger a taxable event and has the 14th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the James City County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the James City County area when dealing with high-interest credit card debt and private student loans.

 

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.
  • This field is for validation purposes and should be left unchanged.


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: 3 years

PBMARES WEALTH MANAGEMENT LLC

Website

(757) 229-7180

4801 Courthouse Street
Suite 128
Williamsburg, VA 23188

SEC#: 801-62425
Years in Business: 17 years

COVENANT WEALTH ADVISORS

Website

(757) 259-0111

351 Mclaws Circle
Suite 1
Williamsburg, VA 23185

SEC#: 801-114868
Years in Business: 2 years