What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Williamsburg, VA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Williamsburg, VA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Joe Sallee
CFP®
Bay Capital Advisors, LLC
Virginia Beach, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial advisor and financial planner located in Virginia Beach, VA, serving clients in Virginia Beach, Chesapeake, Norfolk, Newport News, Suffolk, Southeast Virginia and Northeast North Carolina.
Lauren Zangardi Haynes
CFP®, CIMA®, CEPA
Spark Financial Advisors
Williamsburg, VA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning, Charitable Planning, Fee-Only 401(k) Plan Management
We help business owners and dual-career couples create and enjoy financial freedom. Fee-Only financial planner located in Richmond and Williamsburg, VA, serving clients locally and across the country
Katherine Brown
CFP®, CSA®, NAPFA Registered Advisor
Joss Brown Wealth Advisors
Williamsburg, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
With over 20 years of experience, Katherine provides Fee Only Financial Planning and Investment Management in Hampton Roads, VA. Our office is conveniently located in Oyster Point of Newport News.
Mark Fonville
CFP®
Covenant Wealth Advisors
Williamsburg, VA
Specialties: Investing for High-Net-Worth, Investment Management, Retirement Income Planning, Comprehensive Financial Planning, Tax Planning, Social Security Timing,
Mark is a FEE-ONLY financial planner and fiduciary advisor with offices in Richmond and Williamsburg, VA. He specializes in financial planning and investment management for individuals age 50 plus who are nearing retirement.
Daniel (Dan) Joss
MBA, CFP®, RLP®, CKA®
Joss Brown Wealth Advisors
Williamsburg, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only CERTIFIED FINANCIAL PLANNER™ professional, with offices in Williamsburg, Newport News, and McLean VA serving clients locally and across the country with at least $1 Million in investable assets. Dan is particularly familiar with clients 50 years of age plus and nearing retirement.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
