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Registered

A 100% Fiduciary and Fee-only Boutique Wealth Managment Firm

As a Boutique Wealth Management Firm, Historlnvesting provides clients with Customized Planning,
Customized Strategies, Customized Implementation, and Customized Customer Service. All work provided for clients proceeds from a basis of relationship - Knowing who the client is before recommending what the client needs - the basis of all fiduciary work, which is acting in the best interests of clients. Historlnvesting provides services to a limited number of clientele each year providing an effective, customized, and dedicated level of service.


There are many benefits to working with a Boutique Wealth Management Firm including:
 

  1. Custom-designed investment and advisory services reflecting the personal goals of their clients including financial situation and risk tolerance.

  2. Client-centric approach focused on building strong, long-term relationships providing quality, consistent communication.

  3. Specialized Expertise in Wealth management, working with trusts, estate and retirement planning, and long-term investing.

  4. A holistic financial planning approach where various relevant aspects of the client's objectives are considered such as tax planning, estate planning, and risk management.

  5. Receptive to specialized projects that are flexible in the face of financial planning needs.


Historlnvesting is dedicated to helping transfer wealth from current to future generations. 
Deuteronomy 8: 18 says that we are to remember God, for it is He who gives the power to gain wealth. Proverbs 8:21 says that those who love wisdom will inherit wealth, so that God may fill their treasuries. God blesses in many ways; one aspect of His blessing is revealed through His financial provisions, especially from generation to generation.


Historlnvesting operates independently as a fee-only Registered Investment Advisor. As a fiduciary under the Investment Act of 1940, our commitment is to prioritize the client's interests above our own. Unlike entities that sell  financial products such as stocks, bonds, mutual funds, or annuities, we do not engage in product sales. While we assist clients in obtaining these investments, we hold no vested interest in promoting or selling them. This approach benefits our clients, ensuring that our recommendations are solely focused on their financial well-being, free from any financial incentives tied to specific investment products.


A fee-only registered investment advisory firm distinguishes itself from many financial advisors by its focus on investment costs. Our transparency about account expenses sets us apart, unlike other companies that may have concealed fees such as broker charges, potentially leading to higher long-term costs. Opting for fee-based services can translate into cost-effective investing.

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.

 

(HistorInvesting, LLC is a Registered Investment Adviser.  Registration as an investment adviser does not imply a certain level of skill or training.  Specific information about an adviser, which includes the firm brochure, helps you determine whether to retain an adviser’s services.)

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