Rick Overy | Williamsburg, VA

Welcome

Our Mission
To provide comprehensive financial planning and asset management advice designed to preserve and grow wealth using cost effective, tax efficient strategies that seek to minimize risk.

Our Vision
To create a trust filled relationship with every client that creates a superior wealth stewardship experience through communication, education and guidance which is personalized, knowledgeable and proactive.

Our Process
Our goal is to understand our clients’ needs and to develop a long-term relationship to address them built upon trust, communication, and accountability. Our approach involves understanding our clients’ individual goals and objectives first. Then developing and implementing a written financial plan to meet their individual financial goals. We partner with the family to monitor the plan and their investments to increase the probability of success.

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights