Finances & Trust:
A Relationship That Works
PROVIDING INVESTMENT, FINANCIAL, AND ECONOMIC ADVICE AND STRATEGIES TO INDIVIDUALS, FAMILIES, BUSINESSES, & NONPROFITS
HistorInvesting, LLC is a 100% Fiduciary and Fee-only Boutique Wealth Management Firm
The Histor Companies offer:
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Consultation and education on personal financial management and investment strategies.
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Sound financial and management practices for businesses, including for profit and nonprofit industries.
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Confidential and customized services as a wealth strategist to transform income into
wealth or enhanced management of assets already accumulated. -
Guidance and specialized assistance for executors and trustees navigating the
settlement of estates and trusts. -
Insight into appropriate and strategic actions for times of inflation or deflation.
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Expertise on independent schools, including Christian and classical models
For more information, please click on individual company above.
HistorInvesting is located in Williamsburg, Virginia and serves clients locally and nationally, as provided in de minimis rules, providing guidance both in-person and online. Travel services are available upon request. To schedule your initial consultation, call 757-808-5153 or fill out the online form below.
HistorConsulting serves clients throughout Virginia, with specialized service for independent schools offered to surrounding states, and to all ACCS members.
(HistorInvesting, LLC is a Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training. Specific information about an advisor, which includes the firm brochure, helps you determine whether to retain an advisor’s services.)