Williamsburg Financial Group

What Williamsburg Financial Group does

Williamsburg Financial Group is a private financial advisory firm founded in 2007 and headquartered in Williamsburg, Virginia, with a secondary office in Newport News. The firm serves individuals and families across the Hampton Roads region, delivering customized investment management and financial planning services as a fiduciary. Its core service offering is organized into four integrated areas: goals-based Financial Planning, Wealth Management (fiduciary investment advisory), Legacy Planning (estate planning), and Insurance Planning (life, long-term care, disability, and annuity products). All securities and advisory services are delivered through a core partnership with LPL Financial, a Registered Investment Advisor and FINRA/SIPC member, which provides the broker-dealer platform, regulatory infrastructure, and multi-state licensing reach across 31 states plus DC.

The firm operates a four-step planning process (discovery meeting, thoughtful recommendations, hands-on implementation, consistent monitoring) supported by a content-driven client engagement layer including a blog, video library, financial calculator library (powered by CalcXML and FINRA Tools), and weekly market commentary. GTM is sales-led and relationship-driven, with services delivered primarily through in-person consultations at the two Virginia offices. The technology stack is conventional for a small RIA: an FMG Suite website template, LPL Financial's AccountView client portal, and third-party calculator widgets. No proprietary technology, mobile app, API, or AI/ML capabilities are evidenced.

The business model is built on subscription-style recurring fees for advisory and financial planning services, billed annually, with insurance planning operating as a professional services stream. Pricing is not publicly disclosed and is determined through individual client consultations. The firm has 11-50 employees, no disclosed revenue, no funding history, no M&A activity, and is independently operated with no parent company or external investment. CCPA compliance was implemented effective January 1, 2020.

Name

Williamsburg Financial Group

Legal name

Williamsburg Financial Group

Website

https://williamsburgfinancialgroup.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Williamsburg Financial Group is a private, fiduciary financial advisory firm founded in 2007 serving individuals and families across Virginia's Hampton Roads region through offices in Williamsburg and Newport News, delivering customized investment management, financial planning, legacy, and insurance services via LPL Financial.

Ownership category

akta.pro rank

Headquarters

HQ city

Williamsburg

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Services: Provides customized investment management and financial planning services as a fiduciary, selecting investments to fit client financial goals, investment objectives, and risk tolerance.
2. Financial Planning Services: Goals-based financial planning covering retirement, estate, insurance, and wealth management strategies for individuals and families.
3. Insurance Planning: Insurance planning services including life insurance, long-term care insurance, disability insurance, and retirement income through annuities.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Williamsburg Financial Group is an independent financial advisory practice that provides fiduciary, goals-based financial planning and wealth management services to individuals and families. Its core offerings span four integrated areas — Financial Planning, Wealth Management, Legacy Planning, and Insurance Planning — delivered through a four-step discovery-to-monitoring process, with all securities and advisory services executed through LPL Financial as the Registered Investment Advisor.

Product overview

Williamsburg Financial Group is a financial advisory firm offering a comprehensive suite of financial planning and wealth management services through a unified advisory platform. The core service offering consists of four integrated areas: Financial Planning (goals-based approach), Wealth Management (investment advisory with fiduciary standard), Legacy Planning (estate planning), and Insurance Planning (comprehensive coverage review). Supporting these core services are educational tools including a Calculator Library with over 20 financial calculators, a Blog/Resource Library with articles and videos, Weekly Market Commentary, and a Video Library. All services are provided through LPL Financial as the registered broker-dealer and investment advisor.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Goals-based financial planning service using a four-step process (detailed discovery meeting, thoughtful recommendations, hands-on implementation, and consistent monitoring) to help individuals and families plan beyond saving and investing.
• Wealth Management Fiduciary investment management and advisory service in which the firm selects investments to fit each client's financial goals, investment objectives, and risk tolerance.
• Legacy Planning Estate planning service designed to support clients from first-time investors through retirees, focused on preserving wealth and transferring assets to beneficiaries.
• Insurance Planning Comprehensive insurance planning covering life insurance, long-term care insurance, disability insurance, retirement income through annuities, and estate planning using insurance products.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• LPL FinancialcoreStrategic or Co-development PartnerSecurities and Advisory services offered through LPL Financial, a Registered Investment Advisor and member FINRA & SIPC. LPL Financial provides the broker-dealer platform and regulatory infrastructure for the firm's advisory operations.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Market position

Competitive moat3 records

Key highlights2 records

Customer concentration

• Facebookfacebook.com/williamsburgfinancialgroup
• LinkedInlinkedin.com/company/4687134

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Williamsburg Financial Group