top of page
AdobeStock_733649897.jpeg

Finances & Trust:
A Relationship That Works

Financial Advisor

HistorInvesting, LLC, a Registered Investment Advisor, is a boutique wealth management firm that assists high-net-worth and ultra-high-net-worth clients in strategically growing, preserving, and passing on their wealth.

Financial Consulting

HistorConsulting, Inc. is a consultant to nonprofits, helping them develop and maintain sound financial and management strategies to support their vision and mission.

​

ABOUT THE HISTOR CONSULTANT

Cheryl Nester brings a unique background to financial and business management. She has an undergraduate degree with majors in economics and business administration, and a concentration in accounting.

 

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​
No events at the moment

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

​

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.)

Contact Us
bottom of page