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
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
19
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
CRPS®, Professional in Financial Planning VIRGINIA ASSET GROUP 607 Lynnhaven Parkway, Virginia Beach, VA 23452 |
17 | Not Specified | Not Specified | Fee-Based |
Daniel R. Hill
CFP®, AIF® HILL WEALTH STRATEGIES 10800 Midlothian Turnpike, Suite 154, Richmond, VA 23235 |
25 | Not Specified | $100,000 | Fee-Only |
Matthew Preddy
CRPC® EDELMAN FINANCIAL ENGINES, LLC 200 Westgate Pkwy, Suite 202, Henrico, VA 23233 |
17 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 5578551
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee
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, Based on Assets, Flat Fee, Hourly
Office Location
10800 Midlothian Turnpike,
Suite 154,
Richmond,
VA
23235
Phone Number
804-897-3919
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.
Qualifications
CRD# 4827370
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
200 Westgate Pkwy,
Suite 202,
Henrico,
VA
23233
Phone Number
804-882-4128
I'm passionate about working with my clients to help them plan for and achieve their long-term financial goals and dreams. When I'm not working on behalf of my clients, I can be found spending time with my family, usually on the water in the summer and on the mountain in the winter.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Top Financial Advisor Firms in Williamsburg, Virginia (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Pbmares Wealth Management Llc
4801 Courthouse Street , Suite 128, Williamsburg, VA 23188 |
$1,005,595,256 | 2108 |
A percentage of AUM Fixed fees |
Covenant Wealth Advisors
351 Mclaws Circle , Suite 1, Williamsburg, VA 23185 |
$287,715,421 | 755 |
A percentage of AUM Hourly charges Fixed fees |
Bay Rivers Group Wealth Partners
5107 Center Street B1, Williamsburg, VA 23188 |
$199,137,845 | 733 |
A percentage of AUM Hourly charges Fixed fees |
Dominguez Wealth Management Solutions, Inc.
304 Bulifants Boulevard , Suite 101, Williamsburg, VA 23188 |
$127,498,854 | 527 |
A percentage of AUM Hourly charges Fixed fees |
Joss Brown Wealth Advisors, Llc
1321 Jamestown Road , Suite 201, Williamsburg, VA 23185 |
$104,626,110 | 445 |
A percentage of AUM Hourly charges Fixed fees |
* 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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