More Than Financial Advisors, We Are Dream Makers
Wealthway Financial Advisors helps our clients use their money to its fullest to achieve their life dreams and maximize their quality of life. Unlike other financial advisors who only focus on investments or product sales, the Wealthway Financial Advisor team develops customized financial roadmaps to help our clients answer life’s big financial questions.
Personalized Comprehensive Financial Advice At Its Best
As the premier financial planning firm in Hampton Roads, we pride ourselves on our ability to create completely customized financial advice tailored to your unique needs. No two people’s life goals are the same. Our team of certified financial planners® conducts a 360-degree assessment that examines all areas of your financial life: assets, liabilities, investments, accumulation strategies, tax planning, insurance policies, retirement design, estate planning and more. This analysis allows us to develop a personalized holistic financial plan just for you.
With Wealthway Financial Advisors, you get the advantage of having a team of professionals who have earned their CERTIFIED FINANCIAL PLANNER™ certification working to develop and execute your personalized financial plan. We believe clients are best served by a team of experts, not by one individual.
For each client, our team collaborates to design the best strategies that maximize all your financial resources. Unlike an individual investment manager who looks to push products and build their book of business, the Wealthway Financial Advisors team approach eliminates bias in the planning process and puts our client’s needs and goals at the forefront.
Passionate about planning. More passionate about the possibilities it creates for you and your family.
What We Are
- CERTIFIED FINANCIAL PLANNERS™
- Registered Investment Adviser (RIA)
- Industry Leaders
- Fiduciary Advisors
- Comprehensive Planners
- Transparent and Unbiased
- Believers in Client-Choice
- Experts in Investment Management
What We Are Not
- Insurance Salesmen
- The "Steak Dinner" guy
- The "Big Box" guy
- Hidden Commissions
- Hidden Agenda
- Product Pushers
- Servant to an Investment Portfolio
- Locked into a Contract
Take the next step towards a more financially secure future.
The Nitty Gritty
Although we are independent, you can rest easy knowing your assets are protected because they are held by a third-party custodian. Our clients give us authority to manage their investments on their behalf, but they get web access to view their accounts whenever they chose and separate account statements to verify all transactions. This structure adds a layer of protection for your investments and peace of mind for you.
The CFP® mark is awarded after an advisor has passed a rigorous exam, achieved a minimum three years of industry experience, submitted to a background check, and agreed to be bound by a restrictive code of ethics including acting as a fiduciary.
At Wealthway Financial Advisors, all our advisors are CERTIFIED FINANCIAL PLANNER™ professionals. We keep our skills sharp through mandatory continuing education training and annual attendance at industry conferences.