The Histor Companies offer:

• Consultation and education on personal financial management and investment strategies.

• Sound financial and management practices for businesses, including for profit and nonprofit industries.

• 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.

• Expertise on independent schools, including Christian and classical models

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For more information, please click on individual company above.

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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.

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HistorConsulting serves clients throughout Virginia, with specialized service for independent schools offered to surrounding states, and to all ACCS members.

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(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.)