Fiduciary advisors in Williamsburg, VA

Williamsburg, Virginia

Colonial River Wealth Management is an investment advisory firm in Williamsburg, Virginia. Services include Financial Planning and Insurance Analysis. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Williamsburg, Virginia

Covenant Wealth Advisors is a fiduciary financial advisory firm with locations in Williamsburg, Richmond, and Reston, Virginia, serving clients nationwide. The firm provides investment management, retirement planning, estate planning, and tax planning on a fee-only basis with no commissions. The team includes CERTIFIED FINANCIAL PLANNER™ professionals and a CPA, with an average of 18+ years of industry experience per advisor. As of December 31, 2025, the firm manages over $909 million in assets and maintains a 98% client retention rate.

Williamsburg, Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Williamsburg, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Williamsburg, Virginia

Insurance-Based

Northwestern Mutual - Williamsburg is an insurance-based firm in Williamsburg, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 14 Google reviews.

Williamsburg, Virginia

Fee-Only

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.

Williamsburg, Virginia

Tenzing Financial provides financial planning and investment management services to successful professionals, retirees, and multigenerational families in Williamsburg, Virginia. The firm offers retirement planning, investment management, tax strategy, education planning, and estate planning services, with a stated emphasis on understanding clients' goals and values before providing guidance. The team works with clients navigating major life transitions such as business exits, retirement, and legacy planning, and constructs customized financial plans and investment portfolios aligned with each client's circumstances and time horizon.

Williamsburg, Virginia

Williamsburg Financial Group is an investment advisory firm in Williamsburg, Virginia. Services include Estate Planning and Financial Planning. The firm specializes in Tax Strategy and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 3 Google reviews.