Find a Financial Advisor 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 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 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

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: 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: 2 years

CANTELLA & CO., INC.

Website

(757) 565-7700

500 Strawberry Plains Rd.
Suite 100
Williamsburg, VA 23188

SEC#: 801-60841
Years in Business: 19 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: 19 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: 3 years

COLONIAL RIVER INVESTMENTS, LLC

Website

(757) 599-9111

205 Bulifants Blvd.
Suite D
Williamsburg, VA 23188

SEC#: 801-113243
Years in Business: 3 years

 


Williamsburg, VA Financial Advisor FAQs

Financial advisors are usually investors with deeper knowledge in investing parameters. Financial advisors help establish the client's goals, discuss the client's risk tolerance, recommend an asset allocation package or choose mutual funds, ETFs or individual stocks to meet these goals.
That is up to you. If you are not good with numbers, have inherited a nice chunk of change, or want someone who can handle all your investments for you, then maybe. If you want multiple perspectives on ways to invest your money and sharing the cost of an advisor with friends or family members, then go for it.
Financial advisors are paid by their clients. The type of fee they charge is unknown, but it can be charged as a percentage of assets managed, flat-fee, or per hour.
Ask friends or family for referrals. Talk to your colleagues about the process of finding an advisor they are working with, who might be trustworthy. Perhaps you may know someone who has taken on a new job at a reputable company. Third party rankings lists are popular if you feel more comfortable reading reviews instead of talking to people personally.