Whether you are 5 years from retiring or 45 years away, the most important thing you can do is start preparing today.

Every business has a mission statement, ours is to help you get your financial house in order.

We help individuals and families at every stage of life plan for a financially secure future. We offer assistance with wealth management, retirement planning, college savings, corporate retirement plans, and much more. Take a moment to browse our website to learn more, or reach out to us today using the form to the right. You can also call us at (757) 941-2600.

Special Announcement Regarding Business Hours

As of March 24, 2020, financial services are considered an essential business and we will continue to conduct business during normal office hours until instructed otherwise. If you call during the market hours of 9:30 AM – 4:00 PM EST, someone will be here to assist you. However, with limited staff, we may be on the other line. Please leave a message and we will return your call. If your request is time sensitive and you cannot wait for a call back, please call LPL Financial directly at 1-800-558-7567 and have your account number ready.

We know that we are in some rather uncertain and frightening times, but we want you to know that we will be here to support you. We continue to monitor the daily developments of the COVID-19 outbreak and have already implemented physical distancing practices to protect our clients, our employees, and their families. For the time being, we will not be holding in person meetings. Phone, email, and video conference options are still viable to keep us all connected. Please contact us if you have questions or concerns. Stay well.

To contact your advisor directly by email, please click on their name below:
Lyle Schiavone
Vicky Lyttle
Eric Wolf
John Jones, CFP
Carolyn Menker

  • I'm Ready to Take Control of my Financial Future!

A Wealth of Knowledge

Williamsburg Financial Group was founded in 2007 by Lyle K. Schiavone, President, with more than 33 years of exceptional experience at some of the nation’s leading financial institutions, including Wheat First Securities, and Morgan Stanley. All the advisors at the WFG provide integrity, stability and quality alongside innovative investment solutions and steadfast dedication to our clients.

Learn About Our Firm

Our Expertise, Your Future

  • Retirement Planning
  • College Planning
  • Wealth Management
  • Tactical Asset Allocation
  • Insurance Review
  • Client Portfolio Management
  • Corporate Services
  • Alternate Investments
  • Long Term Care Insurance
Learn About Our Services

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