Financial WIZdom

Want to get your finances in check but feeling overwhelmed, stressed, and dont know where to start? Look no further Financial Wizdom is here to help! Our mission is to promote financial literacy/wizdom in the RVA area for only $50 an hour with a review!


Appointment Only. 

A Problem Within Our Community: Financial Literacy is Declining

It is no secret that financial literacy is declining in the United States. Research from FINRA Investor Education Foundation showed that there was a clear trend of declining financial literacy. 18-34 year olds are having the hardest time answering 4 of 5 basic financial literacy questions correctly, declining from 31% to 17%. However, people 55 and up were able to answer 51% correctly. Financial Wizdoms goal is to help resolve our countries/communities declining financial literacy problem.

Our Features

Save Time

Ease yourself of the endless "research" stage and get your life together TODAY! With unbiased objective wizdom being provided, you can have peace of mind knowing someone is helping lead you to your finance goals.

Friendly Support

Financial Wizdom is family owned and local to the 804 for the sole purpose of helping our community. We take pride in making sure everyone is comfortable and treated like family.

Meet Your Goals

Accomplish your goals and set yourself up for success. Taking the first step has never been easier.


Mix and Match Services 

Mix and match services to maximize time/money. We can help you set up your first side hustle business, create a budget, IRA setup, basic will creations, budgeting, and more! Check out our services tab for more services/information.

Let's talk!

Appointment Only Hours

Mon - Sun
-
4860 Cox Rd, Glen Allen, VA, United States
804-286-6135
info@financialwizdomllc.com

Contact Us