At Beacon Freedom Advisory, we act as your wealth coach, building a customized team and strategic plan designed to help you define and achieve your vision of success. Like a coach in athletics, we surround you with the right experts, empowering you with a personalized strategy that aligns with your goals and aspirations. Our mission is to empower you with financial clarity and confidence, showing you that more is possible than you may have imagined. Whether you're planning for retirement, securing your family's future, or navigating the intricacies of business finances, we walk alongside you every step of the way. You don't just need a financial advisor or an estate attorney; you need a partner and leader to guide your journey.

By appointment only. Our Williamsburg Landing Branch is located inside an Accredited Life Plan Community serving those 62 and older, known as the Williamsburg Landing. The community sits on 137 wooded acres and within minutes from the College of William & Mary and Colonial Williamsburg. Residents can conduct their banking business at the branch, and meet with representatives from Chesapeake Wealth Management at the branch via appointment.

After much demand, Chesapeake Bank opened a location in the Lightfoot area of Williamsburg, which is just a short distance from both Norge and Toano. After construction was completed in April 2005, our Lightfoot Branch has become a mainstay for folks who live nearby and those who are in town for the incredible shopping at the nearby Premier Outlets. Visit our team at the Lightfoot Branch sometime soon at 6619 Richmond Road.

The Williamsburg Financial Group (WFG) is the solid, local choice for individuals and companies seeking independent assistance with financial services. We offer a full range of investment possibilities and wealth planning strategies without the use of proprietary products. We value working together with our clients toward exceeding their expectations both in exceptional service and timely investment advice.

At Colonial Wealth Strategies, we empower you to focus on what truly matters in life, free from the stress of financial concerns. Our comprehensive services include financial planning, wealth management, investment strategies, retirement planning, tax preparation, estate planning, and insurance services tailored to your unique needs. Our mission is to help you gain clarity, confidence, and conviction in pursuing your financial goals. We specialize in creating customized financial strategies, building passive income, managing assets, and providing expert advice on debt management, estate planning, tax strategies, and portfolio diversification. Whether you're planning for retirement, saving for college, or seeking financial independence, we'll help you unlock the possibilities you may not yet see for yourself. Let us be your trusted partner on the path to financial freedom, giving you the confidence to turn your dreams into reality.

Covenant Wealth Advisors is a financial advisor and fee-only financial planner in Williamsburg, VA. We help individuals and families enjoy life through financial planning, investment management, and retirement income planning. As a fiduciary, we are required by law to always put our client's interests first. As a fee-only firm, our pricing is straightforward and we never receive commission or third party payments. Find out how our Certified Financial Planners tie your investment plan to your overall life plan. Contact us today.

Financial Planning, Estate and Trust Planning, Investment Services which include Equities, Fixed-Income and Certificates of Deposit, Retirement Accounts, Annuities, Long Term Care and Life Insurance, Endowment management, and Business Retirement Plans. Our goal is to understand your unique goals and needs. We strive to develop a long-term relationship built upon trust, communication, and accountability. The approach involves understanding clients' individual goals and objectives, helping to develop and implement an investment and financial plan designed to help meet those financial goals, and monitoring the plan and investments to help achieve success.