The Firm

The Williamsburg Financial Group (WFG) is the solid, local choice for individuals and companies seeking independent assistance with financial services. We offer access to 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.

WFG was founded in 2007 by Lyle K. Schiavone, President, with more than 32 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 Williamsburg Financial Group provide integrity, stability, and quality alongside innovative investment solutions and steadfast dedication to our clients.

Our offices are located in the New Town area of Williamsburg, Virginia. Surrounded by many shops and restaurants, our location offers clients access to premier financial advice without having to leave town to get it.

As an independent financial firm, the financial consultants of Williamsburg Financial Group are affiliated with LPL Financial, the nation’s leading independent brokerage firm (based on total revenues as reported by Financial Planning Magazine 1996-2017), encompassing more than 14,000 investment professionals in 50 states. Through LPL Financial, we have access to comprehensive financial planning tools, technology, and independent research on various investment products. For additional information please click here to be directed to Our Broker/Dealer Page.

The Staff