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Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being. We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.

Our Only Goal Is Helping You Reach Yours


We lean into globe-spanning resources and advanced analysis while working in tandem with outside professionals to develop a strategy worthy of your wealth.

More Than Investing

Comprehensive wealth management goes beyond selecting stocks, bonds or mutual funds, which is why we’ll work together to:


Put in place strategies to help preserve your assets
Pull in professionals to help ensure your estate planning strategies are in place and updated
Refine your plan as needed to help ensure your needs are met and your goals are achievable

We’ll make financial and investment recommendations with your best interest at heart.

Our Commitment

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Wealth Planning

We can help you create an investment plan and stay on track toward pursuing your goals as your life changes. Chances are you have a number of investment goals—helping your children afford higher education, affording retirement, leaving a legacy. Find out how to create a plan addressing all of them.

Advice and guidance

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Borrowing Solutions

Your borrowing should be just as strategic as your investing. You’ve put a lot of thought into your long-term investment plan, and that plan can be affected by a financial opportunity, unexpected expense, or market volatility. We can help you navigate those circumstances with products and solutions that can complement your overall plan, as you work toward your long-term goals.

Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Office Address

428 McLaws Circle
Suite 100
Williamsburg, VA 23185
Local Phone: (757) 258-1686
Billy.B.Barnes@wfadvisors.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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