Fiduciary

Spark Financial Advisors

Williamsburg, Virginia

Call (804) 451-1210 Visit website →

About

Spark Financial Advisors is a fee-only fiduciary firm founded in 2018 that offers financial planning, investment management, and small business retirement plan services to high-net-worth and high-income women and families across Williamsburg and Richmond, Virginia, as well as virtual clients nationwide. The firm's advisors hold CFP credentials and employ research-based investment strategies emphasizing long-term approaches, risk management, tax efficiency, and alignment with client goals. The firm works with clients through an initial consultation to understand their aspirations, then collaborates on a personalized financial plan that addresses retirement planning, tax considerations, and ongoing portfolio management with regular annual reviews.

Specialties

Small Business

Fee structure

Fee-Only

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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