Find a Financial Planner in Williamsburg, VA

 

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We did the hard work of finding trustworthy partners in Williamsburg, VA.

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We Only Work With The Best Williamsburg 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 Williamsburg, VA


  • Financial Advisor Close to Williamsburg, 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 Williamsburg Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Williamsburg area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Williamsburg typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
18.6% of Williamsburg'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 Williamsburg area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Williamsburg area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Williamsburg area an ongoing effort.
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 Williamsburg 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 is a service offered by many financial advisors, planners, and other professionals in the Williamsburg area. Typically, it 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 Williamsburg area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Williamsburg, 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 Williamsburg, VA

We evaluated over 13,000 RIA firms to bring you the best of the best Williamsburg financial advisors.
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How Retirement-Friendly is Williamsburg, VA?

  • Population: 14,927
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $319,700
  • Average Monthly Housing Cost: $1,164
  • Average Household Income: $89,601
  • 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 Williamsburg, 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