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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Williamsburg
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
44
non-vetted advisors in your local area. These financial advisors in
Williamsburg,
Virginia
have an average of
21
years of experience.
NOTE: The list of vetted financial
advisors in
Williamsburg,
Virginia
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Williamsburg, Virginia.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 17 Years | Not Specified | Not Specified | Fee-Based | |
|
Daniel R. Hill
CFP®, AIF® HILL WEALTH STRATEGIES 10800 Midlothian Turnpike, Suite 154, Richmond, VA 23235 |
25 Years | Not Specified | $100,000 | Fee-Only |
Qualifications
CRD# 5578551
Firm CRD# 35371
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
607 Lynnhaven Parkway,
Virginia Beach,
VA
23452
Phone Number
757-747-2556
Emily received a Bachelor of Arts from James Madison University in 2002. She has been in the banking and finance industry for over 15 years. She received her Professional Financial Planner Certificate from Old Dominion University in 2007. Emily has also successfully completed the Private Wealth Sales School from the Cannon Financial Institute in 2008. She received her Charter Retirement Plans Specialist designation in 2016. Emily currently holds her Series 7 and 66 registrations as well as her personal insurance licenses for life, health, long term care and disability insurance. She began her financial career in the retail branches of local community banks. Emily was then elevated to the Trust department within a bank which allowed her to gain experience on the facets of proper estate, financial and retirement planning. She places an emphasis on working with individual investors, corporate clients and retirement plans. Emily enjoys helping clients achieve their financial goals and she provides the personal attention all clients deserve. Emily lives in Chesapeake with her husband, Michael and her children, William and Lily. Emily is also involved in a number of organizations outside the office. She currently serves on the Southeastern Virginia Community Foundation and Girls on the Run boards. She has been active with the Norfolk Court Appointed Special Advocates and the Cape Henry Collegiate School Alumni boards in previous years.
We are a community based financial services firm serving our friends and neighbors. Our goal is to become part of our client's lives - to help their children attend college, and assist them in creating a comfortable retirement. Our clients hear from us frequently. The client is knowledgeable about how their investments are performing. As client needs change, we are there to reassess their financial goals. In a world where technology makes it possible to do more in less time, some companies seem to think that personal attention is now obsolete. Virginia Asset Group believes that you deserve dedicated, committed, and personal service from an investment firm right here in your neighborhood. With Virginia Asset Group, you now have access to the complete range of brokerage services and expert professional advice for pursuing your financial goals--all from people you know and trust. Whether you're looking forward to a comfortable retirement, putting your children through college, or building a vacation home, we'll help you pursue your hopes and dreams. And since we're located right here in your local area, why not stop by our office and talk with us about your investments? It might just be the most rewarding neighborly advice you've ever received. Securities offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 3188300
Firm CRD# 149511
Series 65
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
10800 Midlothian Turnpike,
Suite 154,
Richmond,
VA
23235
Phone Number
757-603-0323
Dan Hill is now entering his twenty-fifth year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner", and has his Series 65 and Life and Health Insurance licenses. Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Dan, and his wife, Susan, reside in Williamsburg, VA. Both of their sons, Derek, and Brett and his wife Sarah and their one year old daughter Landon, live in Richmond, VA. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years. Dan is an investment advisor representative of Hill Wealth Strategies, a state registered investment advisor, serving customers in Richmond, VA and surrounding communities. Dan's mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
In any successful relationship, TRUST is essential. When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. Our Firm knows and understands the serious consequences that can happen when people receive biased advice. For this reason, Hill Wealth Strategies, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 17 | 2108 | $1,005,595,256 | A percentage of AUM, Fixed fees
|
|
| 3 | 733 | $199,137,845 | A percentage of AUM, Hourly charges, Fixed fees
|
|
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
304 Bulifants Boulevard, Suite 101, Williamsburg, VA 23188 |
3 | 527 | $127,498,854 | A percentage of AUM, Hourly charges, Fixed fees
|
| 4 | 445 | $104,626,110 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 4780 Longhill Road, Williamsburg, VA 23188 | 757-565-0593 | |
| 1167 Jamestown Road, Williamsburg, VA 23185 | 757-220-3293 | |
| 7534 Richmond Road, Williamsburg, VA 23188 | 757-564-8114 | |
| 1167 Jamestown Road, Williamsburg, VA 23185 | 757-229-5629 | |
| 437 W Duke Of Gloucester Street, Williamsburg, VA 23185 | 757-229-6111 | |
| 5208 Monticello Ave, Suite 150, Williamsburg, VA 23188 | 804-903-4030 | |
| 5208 Monticello Ave, Suite 150, Williamsburg, VA 23188 | 757-903-4027 | |
| 5208 Monticello Ave, Suite 150, Williamsburg, VA 23188 | 757-903-4028 | |
| 437 W Duke Of Gloucester Street, Williamsburg, VA 23185 | 757-259-7108 | |
| 437 W Duke Of Gloucester Street, Williamsburg, VA 23185 | 757-259-7100 |
To find a verified financial advisor in Virginia, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your specific needs. Additionally, conduct thorough research through respected regulatory bodies like FINRA and the SEC to carefully evaluate each advisor's area of expertise, experience, credentials, and background before making a decision. For further information on how to find a verified financial advisor, you can refer to our guide on using BrokerCheck.
Yes, financial advisors in Virginia should ideally possess certifications or credentials that demonstrate their expertise and credibility. When searching for a financial advisor in Virginia, it is important to look for advisors who hold relevant certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultants (ChFC), etc. These designations demonstrate a certain level of expertise and commitment to professional and ethical standards. Additionally, consider their educational background, years of experience, and any specialized training or knowledge in areas that align with your financial goals. To further explore the various qualifications an advisor can hold, read more about advisor designations.
To find a verified financial advisor in Virginia through WiserAdvisor, you can utilize our financial advisor directory, which allows you to explore and compare pre-screened and ranked financial advisors specifically in Virginia. Simply enter your zip code into the advisor list search, and you'll access a list of qualified financial advisors in your area. After reviewing an advisor's background and credentials, you may choose to inquire with the advisor for further information. Additionally, we recommend using our free match tool, which connects you with 2-3 vetted financial advisors tailored to your specific financial needs and objectives. By providing basic information about yourself, the tool can efficiently match you with an advisor best suited to assist you in achieving your financial goals.
Yes, it is common for financial advisors in Virginia to provide personalized financial advice tailored to your specific financial goals, risk tolerance, and circumstances. After analyzing your current financial situation, they can develop a customized plan to help you achieve your objectives. By working closely with you, a financial advisor can provide personalized recommendations and strategies that align with your needs and aspirations. To learn more, read about the benefits of working with a financial advisor.
To ensure the trustworthiness and reliability of a financial advisor in Virginia, you can start by prioritizing those who are registered with respected regulatory organizations such as the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. Furthermore, it is beneficial to seek referrals from trusted friends and family. For a convenient and reliable option, we recommend using the free financial advisor match tool that helps you to connect with pre-screened and vetted advisors specifically matched to your financial goals.
You can expect financial advisors in Virginia to offer a wide range of financial services including retirement planning, investment management, wealth management, estate planning, and more. By understanding your individual goals and financial situation, they can assist you in crafting a personalized financial plan and provide ongoing support as your needs evolve. By clicking on the "View full profile" button of any vetted financial advisor listed on our Virginia directory, you can access detailed information about an advisor's services, fees, credentials, and more.
Yes, there are several online tools and resources that can assist you in searching for financial advisors in Virginia. We recommend using the WiserAdvisor online directory for the state of Virginia to begin your search. Additionally, you may use our free match tool to connect with 2-3 vetted financial advisors matched to your specific financial needs and objectives. Other tools include respected regulatory organizations like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.
To determine if a financial advisor in Virginia specializes in areas relevant to your financial goals, it is best practice to review their financial credentials and certifications. Financial advisors listed on our directory for the state of Virginia specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. To identify an advisor's particular area of specialization, simply click the "View full profile" button next to any vetted financial advisor listed in our directory. Here you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to verify the specific services offered by the advisor.
Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in Virginia can be helpful when choosing a financial advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Virginia.
The average cost or fee structure for financial advisors in Virginia can vary depending on a variety of factors, such as the advisor's experience, the complexity of your financial situation, and the level of service you require. Some advisors can charge fee-only based on a percentage of assets under management, or a flat fee for specific services. Alternatively, some advisors use a combination of commissions and fees or solely earn commission by selling financial products. It's important to understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.
Yes, a financial advisor in Virginia can help you create a comprehensive retirement plan. They can help you plan for retirement by assessing your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. After analyzing your retirement goals, an advisor can develop a personalized plan to achieve a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
Many financial advisors in Virginia are also tax professionals or work closely with tax professionals to help clients with tax planning and optimization. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of Virginia may not include advisors that specialize in providing tax-related services. In the "Advisory Services Provided" section, you will be able to confirm if tax planning and optimization are among the services an advisor offers.
Yes, there are financial advisors who specialize in working with specific industries or professions. Whether you're a medical professional, business owner, athlete, or in other specialized fields, you may benefit from the assistance of a financial advisor. These financial professionals can offer tailored guidance due to their deep understanding of industry-specific financial challenges and opportunities. When searching for a financial advisor with experience in a specific industry or profession, it's essential to research their background, qualifications, and expertise to ensure they have the necessary knowledge to address your financial goals and challenges effectively. To further explore how financial advisors listed on our directory for the state of Virginia can support you, learn more about the different types of financial advisors and their areas of expertise.
Yes, a financial advisor in Virginia can help you with college savings and planning for your children's education. These advisors can analyze your finances, assess your savings goals, and recommend investment strategies. Additionally, they may provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, read on about the 5 common ways parents save for their kid's education.
Financial advisors in Virginia typically use a range of resources and tools to track their client's investments and monitor financial progress. These may include creating regular portfolio reports to summarize investment performance and allocation, as well as utilizing risk assessment tools to help determine clients' risk tolerance and align investment strategies. Advisors may also provide educational resources to enhance financial literacy, use rebalancing tools to ensure alignment with long-term objectives, and use goal tracking to help clients monitor specific financial targets. Notably, the availability of resources can vary based on the advisor's expertise, firm practices, and individual client preferences. Therefore, it's important to inquire about an advisor's investment management process to gain more insight. To learn more, read on about how financial advisors track and monitor your financial goals.
Yes, there are financial advisors in Virginia who are knowledgeable about socially responsible or sustainable investing. These advisors understand the growing interest in investing with environmental, social, and governance (ESG) factors in mind. When choosing a financial advisor who specializes in socially responsible investing, it may be wise to search for advisors who are members of organizations like the Sustainable Investment Professional Certification (SIPC) or the US SIF: The Forum for Sustainable and Responsible Investment. To further understand a financial advisor's approach to socially responsible investing, consider using the following 6 Questions On Sustainable Investing That You Should Ask Your Financial Advisor.
Once you become a client of a financial advisor in Virginia, you can typically expect ongoing support and communication to help you stay on track with your financial goals and address changes to your finances. The specific level of support and communication frequency may vary based on the advisor's practices and your needs, but you can anticipate regular reviews and updates to discuss your financial situation, investment performance, and progress toward goals. The advisor may also periodically adjust your financial plan, provide market insights, assist in tracking your financial goals, offer access to resources for financial literacy, and ensure responsive communication for addressing your questions and concerns. To learn more, explore what a financial advisor can do for you.
