Find Top Financial Advisors in Williamsburg, Virginia

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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.

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Finding the Top Financial Advisor in Williamsburg, Virginia
Last Updated - 25-Mar-2023

Williamsburg has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 43 non-vetted advisors in your local area. These financial advisors in Williamsburg, Virginia have an average of 15 years of experience.

NOTE: The list of financial advisors in Williamsburg, Virginia mentioned below do 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.

Qualified Financial Advisors in Williamsburg, Virginia
Financial Advisor Experience AUM Minimum Assets Fee Structure
Emily Robbins
607 Lynnhaven Parkway,
Virginia Beach, VA 23452
17 Not Specified Not Specified Fee-Based
Nicholas Arcand
644 Independence Parkway,
Suite 300,
Chesapeake, VA 23320
4 Not Specified Not Specified Fee-Based
Daniel R. Hill
10800 Midlothian Turnpike,
Suite 154,
Richmond, VA 23235
25 Not Specified $100,000 Fee-Only

Information on Qualified Financial Advisors in Williamsburg

Qualifications CRD# 5578551
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets

Office Location 607 Lynnhaven Parkway,
Virginia Beach,
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.

About Virginia Asset Group

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# 6886990
Firm CRD# 6413
Series 7, 63, 65, 66

Compensation/Fee Fee-Based

Office Location 644 Independence Parkway,
Suite 300,
Phone Number 757-382-4136

Nicholas Arcand is a Wealth Manager for Blackbridge Financial. Committed to making a difference in the lives of his clients, Nick uses his skills to alleviate financial stress for others. He enjoys research and analyzes the most up-to-date data to determine optimal solutions for his clients. While attending West Virginia University, Nick began working in the financial industry with his father, Kyle. He joined him full time in financial services in 2017. Nick thrives in this fast-paced financial industry and values opportunities to help clients. He holds his FINRA license series 7 and series 66 as well as his Life, Health, and Annuities licenses. Intrigued at an early age by the financial industry, Nick began investing in the stock market when he was only twelve. Through his experiences with the market fluctuations, Nick learned early in his life how to temper impulses and maintain composure despite volatility. He is naturally motivated to serve people. His background, coupled with his education has prepared him to strengthen our client relationships. He enjoys building relationships with clients while developing strategies that seeks to help them accomplish their goals. Nick lives in Suffolk, Virginia with his dog, Teagan. He has many interests, including wood working, fishing, hunting and boating. *Series 7 held through LPL Financial. Series 66 held through Independent Advisor Alliance and LPL.

About Blackbridge Financial

We seek to help you, our clients, develop a holistic plan designed to connect you with your future. Blackbridge Financial was founded in 2008 by Robert Russo in Charlotte, NC. Since then, Blackbridge has grown to more than 35 advisors in 8 states. At Blackbridge, we make our clients the top priority by guiding them through financial decisions at every stage of their lives. From financial plans to estate plans, investment management to risk management, from benefits for individuals to small business owners, we do it all so you dont have to. We measure our success by how well you sleep at night.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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,
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.

About Hill Wealth Strategies

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.

Top Financial Advisor Firms in Williamsburg, Virginia (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
4801 Courthouse Street , Suite 128,
Williamsburg, VA 23188
$1,005,595,256 2108 A percentage of AUM
Fixed fees
5107 Center Street B1,
Williamsburg, VA 23188
$199,137,845 733 A percentage of AUM
Hourly charges
Fixed fees
304 Bulifants Boulevard , Suite 101,
Williamsburg, VA 23188
$127,498,854 527 A percentage of AUM
Hourly charges
Fixed fees
1321 Jamestown Road , Suite 201,
Williamsburg, VA 23185
$104,626,110 445 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Williamsburg, Virginia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Beth Hodges
    Inquire with Beth
    4780 Longhill Road, Williamsburg, VA  23188 757-565-0593
    Trittie Mountcastle
    Inquire with Trittie
    1167 Jamestown Road, Williamsburg, VA  23185 757-220-3293
    Rebecca Hardin
    Inquire with Rebecca
    7534 Richmond Road, Williamsburg, VA  23188 757-564-8114
    Brent Barth
    Inquire with Brent
    1167 Jamestown Road, Williamsburg, VA  23185 757-229-5629
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    437 W Duke Of Gloucester Street, Williamsburg, VA  23185 757-229-6111
    Julia Noto
    Inquire with Julia
    5208 Monticello Ave, Suite 150, Williamsburg, VA  23188 804-903-4030
    Jacqueline Howard
    Inquire with Jacqueline
    5208 Monticello Ave, Suite 150, Williamsburg, VA  23188 757-903-4027
    William Morrison
    Inquire with William
    5208 Monticello Ave, Suite 150, Williamsburg, VA  23188 757-903-4028
    John Pattisall
    Inquire with John
    437 W Duke Of Gloucester Street, Williamsburg, VA  23185 757-259-7108
    Dick Maurer
    Inquire with Dick
    437 W Duke Of Gloucester Street, Williamsburg, VA  23185 757-259-7100
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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