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Financial Advisors in Williamsburg, VA

How to choose a financial advisor in Williamsburg

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Charles Lucy

Financial Advisor

Bay Rivers Group Wealth Partners

Williamsburg, VA

ProfileNo contact yet

Daniel Joss

Financial Advisor

Joss Brown Wealth Advisors

Williamsburg, VA

ProfileNo contact yet

George Wright

Financial Advisor

Raymond James Financial Services Advisors, Inc

Williamsburg, VA

ProfileNo contact yet

Will Gibson

Financial Advisor

Bay Rivers Group Wealth Partners

Williamsburg, VA

ProfileNo contact yet

Frank Smith

Financial Advisor

Cetera Investment Advisers Llc

Williamsburg, VA

ProfileNo contact yet
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