Our Firm

Joe Fernandes is a Certified Financial Planner™ and has over 35 years of experience in financial services including commercial banking, corporate treasury and investor relations. For the past 13 years he has been working with business executives, small and medium size business owners, and high net worth individuals.  Joe offers comprehensive financial planning, wealth accumulation and preservation strategies to help clients achieve their financial goals.

Joe is active in the community and serves on the Finance Council of the Catholic Diocese of Richmond, is a member of the 100 Black Men of the Virginia Peninsula.  He had previously been on the board of the Peninsula YMCA and been a Rotarian.  He has a B.A from Dartmouth College.  Joe and his wife Denise have two children and live in Williamsburg.  Joe enjoys cycling, reading and family activities.