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Witt Mares Financial Vision, LLC

Witt Mares Financial Vision, LLC is a Registered Investment Advisory firm serving Virginia's greater Hampton Roads area. We provide affordable fee-only investment advice and asset management using what we believe are the world's leading no-load passive asset-class funds–a disciplined, long-term investment strategy for maximizing investors' returns within their tolerance for risk.

This approach to investing is distinctive from that of the vast majority of investment advisors who seek to actively select investments or time the market. Instead, our clients benefit from results of decades of Nobel prize-winning academic research, which indicates that passive asset class investing is the winning investment strategy.

Our Clients

Witt Mares Financial Vision, LLC serves as a registered investment advisor to individuals, businesses, trusts, qualified retirement plans and 401(k) plans.

What Sets Us Apart

• Fee-only investment management
• A disciplined investment strategy
• Access to institutional no-load passive asset class funds
• An academic Nobel Prize-winning investment approach
• Continued access to academic research
• A tax efficient focus, with valuable tax and estate-planning ideas
• Risk tolerance assessment
• Periodic portfolio rebalancing
• Regular communications and state-of-the-art reporting
• Most Important: A Trusted Advisor Relationship

Contact Us

For more information on Witt Mares Financial Vision, LLC and how it may benefit you contact:

David E. Bush, CPA, CFP, PFS
Witt Mares, PLC
4801 Courthouse Street, Suite 200
Williamsburg, Virginia 23188
(757) 229-7180

Witt Mares Financial Vision, LLC publishes a quarterly newsletter with financial planning and investment articles for friends and clients of our firm. If you would like to be added to our newsletter mailing list, please e-mail us your name and address at info@wittmares.com.

A Trusted Advisor Relationship

We want our clients to have a positive long-term investment experience and an advisor relationship built on personal trust and company-wide integrity. We begin, not by giving advice, but by listening to our clients.

Together with them, we review their current assets, discuss their financial goals, determine their risk tolerance, and then implement the best investment strategy for their unique situations. We also provide quarterly reports, personal meetings and on-going guidance and education so our clients can comfortably oversee the implementation of their policies.

Our Clients Are In Control

Accounts are held in the client’s name at Charles Schwab. While clients grant us a Limited Power of Attorney to allocate assets on their behalf, they remain in control.

A Solid Foundation

A significant factor in the decision to form Witt Mares Financial Vision, LLC was selecting an investment strategy that firm members felt would be appropriate for their clients. To help implement this strategy and bring these investment services to clients, Witt Mares Financial Vision, LLC affiliated with BAM Advisor Services in St. Louis. BAM facilitates our access to high-quality, low-cost, tax-efficient mutual funds typically only available to large, institutional-level investors.

Our Team

All of us at Witt Mares Financial Vision, LLC value the relationships we have with our clients and take our role as financial advisors very seriously. Our team consists of talented and experienced Certified Public Accountants, Certified Financial Planners, and registered investment advisors who have strong business and investment experience.

Our unique ability to combine financial, tax, and estate planning services with investment advisory services allows us to provide our clients with sound recommendations to help them achieve their financial goals and peace of mind.

The purpose of our web site is to provide general information on our firm and services. No information contained herein is an offer to sell securities. Investors should read the prospectus of a security prior to making any investments. Copyright © 2006 Witt Mares Financial Vision, LLC. All Rights Reserved.