Fiduciary advisors in West Virginia

Barboursville, West Virginia

Fee-Only

Layne Financial Group is a fee-only financial advisory firm based in Barboursville, West Virginia, led by advisor Ethan Layne. The firm offers investment management, retirement planning, estate strategy, insurance review, and comprehensive financial planning services to individuals and business clients, with particular emphasis on tax-efficient wealth building and risk management. The firm operates as a fiduciary and serves both personal and business clientele without regard to net worth.

Bridgeport, West Virginia

Independent RIA

JTM Williams Capital Management is an independent registered investment adviser founded by Matt Williams, a CFP®, CRPC®, and APMA® certificant, with offices in Alexandria, Virginia and Bridgeport, West Virginia. The firm operates as a fiduciary and provides personalized financial planning and investment management services to individuals, families, and small business owners, including estate planning, retirement planning, and succession planning. The firm's approach emphasizes customized strategies aligned with each client's specific circumstances and life goals rather than standardized solutions.

Bridgeport, West Virginia

Beacon Wealth Management, based in Bridgeport, West Virginia, serves business owners, high-income professionals, and established savers with investment management and wealth planning services. The firm operates through a structured four-phase planning methodology addressing financial organization, tax strategy, family protection, and estate planning, with John Halterman serving as a principal. The firm targets clients with $500,000 or more in assets and emphasizes a process-driven approach to coordinating investments, tax considerations, and long-term financial goals.

Bridgeport, West Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Bridgeport, West Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Bridgeport, West Virginia

Independent RIA

Good Life Financial Advisors of West Virginia is an independent RIA founded in 2019, based in Bridgeport, offering financial planning and investment management with a focus on retirement planning and pension efficiency. The firm works through a three-step process—discovery, strategy development, and plan review—designed to align client goals with customized investment approaches while emphasizing client education and transparency. The advisor brings over 10 years of industry experience and coordinates with other professionals such as tax advisors and attorneys to support comprehensive financial planning.

Charleston, West Virginia

NTV Asset Management is a federally registered investment adviser in Charleston, West Virginia, managing over $900 million in client assets since 2000. The firm offers discretionary investment management and portfolio monitoring services to high-net-worth individuals, charitable trusts, IRAs, and corporate retirement plans, with custody through Charles Schwab. Its leadership team includes professionals with decades of combined investment experience and relevant credentials including CFA and Series 65/66 licenses, with specialized capabilities in financial planning, tax strategy, and estate matters.

Charleston, West Virginia

Wealth Enhancement Group is an investment advisory firm in Charleston, West Virginia. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Charleston, West Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Charleston, West Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charleston, West Virginia

Christopher Erlewine, CFP - Focus Partners Wealth is an investment advisory firm in Charleston, West Virginia. Services include Financial Planning, Investment Management, Retirement Planning, and Tax Planning. The firm specializes in Tax Strategy. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charleston, West Virginia

Bank-Affiliated

Brett K. Staples is a Managing Director and Investment Adviser Representative with Truist Wealth who has worked in private banking, trust, and investment advisory for over 30 years. He serves a limited clientele of high-net-worth individuals with a minimum of $1 million in investment assets, offering personalized wealth planning that encompasses financial forecasting, retirement planning, risk management, estate and tax planning, charitable giving strategies, and investment management through an open-architecture platform. His team coordinates with clients' external legal and tax advisors to deliver integrated wealth solutions and provides access to Truist's broader resources, including specialized advisory groups focused on specific professions and life stages.

Charleston, West Virginia

Vandalia Wealth is a fiduciary investment management firm based in Charleston, West Virginia that provides wealth management and investment advisory services. The firm operates with a collaborative, multi-disciplinary approach, coordinating across investments, taxes, insurance, and estate planning to address clients' complete financial situations. As a fiduciary, the firm is legally bound to act in clients' best interests and to use non-proprietary investment products.

Charleston, West Virginia

Affiliated Financial Group is a Charleston, West Virginia–based firm serving individuals, families, high-net-worth clients, and small business owners. The firm offers financial planning, retirement planning, estate planning guidance, insurance services, and small business advisory including employee benefits and succession planning. Its approach emphasizes personalized attention, client education, and proactive strategy development tailored to each client's goals, risk tolerance, and time horizon.

Huntington, West Virginia

JondaKnows, based in Huntington, West Virginia, offers retirement planning services with a focus on educational content across multiple personal finance topics. The firm provides written resources and guidance on retirement strategies, estate planning, insurance, college funding, and tax considerations. Jonda Lowe leads the organization and hosts The JondaKnows Show, featuring interviews with financial professionals and experts.

Inwood, West Virginia

Denton & Associates is a financial planning firm based in Inwood, West Virginia, operating for over 20 years. The firm holds CFP® certification and adheres to fiduciary standards and the CFP® Code of Ethics. The practice specializes in college savings planning and is led by Robert C. Denton, CFP®.

Lewisburg, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lewisburg, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Martinsburg, West Virginia

Elevate Financial Group is an investment advisory firm in Martinsburg, West Virginia. The office has a wheelchair-accessible entrance. The office is open daily.

Ona, West Virginia

StrongTower Investments is an investment advisory firm in Ona, West Virginia. Services include Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 19 Google reviews.

Parkersburg, West Virginia

Equitable Advisors is a SEC-registered investment advisor based in Parkersburg, West Virginia, led by CFP® David J. Lyle. The firm provides financial planning, wealth management, estate planning, and risk management services on both fee-based and non-fee-based structures, serving individuals, families, and business owners. The practice emphasizes a consultative, step-by-step planning process that addresses goal-setting, identifies planning gaps, and develops strategies aligned with clients' current situations and future objectives.

Parkersburg, West Virginia

Pro Trust Advisors, based in Parkersburg, West Virginia, specializes in estate planning services. The firm was founded in 2000 by Jason Campbell, who partnered with his father James Campbell—a veteran in the financial services industry since 1970—and later rebranded the multi-generational practice as Pro Trust Advisors following his father's passing in 2010. Jason Campbell holds the CFP® certification along with additional credentials including ChFC®, CLU®, RICP®, and CFS™ designations, and is a graduate of West Virginia University.

Princeton, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Princeton, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

South Charleston, West Virginia

Retirement Planning Consultants Inc is an investment advisory firm in South Charleston, West Virginia. Services include Financial Planning. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Summersville, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Summersville, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Wheeling, West Virginia

Rohrig Financial is a Wheeling-based financial advisory firm offering financial planning and investment management services. The firm employs a team-based approach to develop customized strategies addressing retirement planning, estate planning, and broader financial objectives, with principals including CFP® professional Shawn P. Rohrig and team members holding additional financial services credentials. The firm focuses on client education and proactive strategy development tailored to individual risk tolerance, time horizons, and goals.

Wheeling, West Virginia

Commonwealth Financial Services is a fiduciary-based advisory firm located in Wheeling, West Virginia, offering financial planning and investment management services. The firm emphasizes integrity in client relationships, rational decision-making guidance, and staying current with developments in technology and portfolio management approaches.

Wheeling, West Virginia

Bryan Wealth Mangement is an investment advisory firm in Wheeling, West Virginia. The office has a wheelchair-accessible entrance. The office is open five days a week.