Directory · WV

Fiduciary advisors in West Virginia

West Virginia is phasing out its income tax on Social Security benefits and offers moderate treatment of other retirement income. Charleston, Huntington, and Morgantown host the state's advisory community. West Virginia advisors specialize in retirement planning for state employees, energy industry wealth management (coal and natural gas), and helping clients navigate the transition from resource-dependent careers. The state's lower cost of living is increasingly attractive to retirees from neighboring Virginia and Maryland.

25 listed 13 cities

25 results in West Virginia

Layne Financial Group

Barboursville, West Virginia

Fee-Only

Investment Management Wealth Management

Layne Financial Group is a fee-only investment advisor based in Barboursville, West Virginia. The firm provides investment management, wealth management, and financial planning services and operates as a fiduciary. Services are conducted in English.

JTM Williams Capital Management - Bridgeport

Bridgeport, West Virginia

Independent RIA

JTM Williams Capital Management is an independent registered investment adviser located in Bridgeport, West Virginia. The firm provides estate planning services and operates under a fiduciary standard.

Beacon Wealth Management

Bridgeport, West Virginia

Investment Management Wealth Management

Beacon Wealth Management operates in Bridgeport, West Virginia and provides investment management and wealth management services. The firm works with clients in English.

Merrill Lynch Wealth Management

Bridgeport, West Virginia

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management operates in Bridgeport, West Virginia, as a wirehouse offering investment management and wealth management services. The firm provides financial planning and investment management to clients. English is spoken at the office.

Good Life Financial Advisors of West Virginia

Bridgeport, West Virginia

Independent RIA

Retirement Planning Investment Management

Good Life Financial Advisors of West Virginia is an independent registered investment advisor based in Bridgeport offering financial planning and investment management services. The firm specializes in retirement planning and investment management. They operate in English and serve clients in the West Virginia area.

NTV Asset Management LLC

Charleston, West Virginia

Investment Management

NTV Asset Management LLC is an investment management firm based in Charleston, West Virginia. The firm provides investment management services to clients. Additional details regarding service scope, fee structure, and team credentials are not publicly available.

Wealth Enhancement Group

Charleston, West Virginia

Wealth Enhancement Group is located in Charleston, West Virginia and provides financial planning and investment management services. The firm operates in English and has received a 5-star rating on Google.

Merrill Lynch Wealth Management

Charleston, West Virginia

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse office in Charleston, West Virginia offering financial planning and investment management services. The firm specializes in investment management and wealth management for clients seeking advisory support.

Christopher Erlewine, CFP - Focus Partners Wealth

Charleston, West Virginia

Retirement Planning Tax Strategy

Christopher Erlewine, CFP - Focus Partners Wealth, based in Charleston, West Virginia, offers financial planning, investment management, retirement planning, and tax planning services. The firm specializes in retirement planning and tax strategy for clients seeking comprehensive financial guidance.

Brett K. Staples - Truist Wealth

Charleston, West Virginia

Bank-Affiliated

Brett K. Staples - Truist Wealth is a bank-affiliated wealth management firm located in Charleston, West Virginia. The firm provides wealth management services to clients in the region and operates as part of Truist's broader financial services platform.

Vandalia Wealth

Charleston, West Virginia

Investment Management Wealth Management

Vandalia Wealth provides investment management and wealth management services to clients in Charleston, West Virginia. The firm specializes in investment management across its service offerings. English is spoken at the firm.

Affliated Financial Group

Charleston, West Virginia

Affiliated Financial Group operates from Charleston, West Virginia. The firm provides investment advisory services to clients in the region.

JondaKnows

Huntington, West Virginia

Retirement Planning

JondaKnows is a retirement planning firm based in Huntington, West Virginia. The firm specializes in retirement planning services and holds a 4.6-star rating on Google from nine client reviews.

Denton & Associates

Inwood, West Virginia

College Savings

Denton & Associates is a financial planning firm based in Inwood, West Virginia. The firm specializes in college savings planning and provides financial planning services to clients in the area.

Northwestern Mutual

Lewisburg, West Virginia

Insurance-Based

Insurance Planning Investment Management Wealth Management

Northwestern Mutual in Lewisburg, West Virginia provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Service is conducted in English.

Elevate Financial Group

Martinsburg, West Virginia

Elevate Financial Group is an investment advisory firm located in Martinsburg, West Virginia. The firm serves clients in English and holds a 5-star rating. Further details about services, specialties, and credentials are not currently available.

StrongTower Investments

Ona, West Virginia

Retirement Planning

StrongTower Investments, based in Ona, West Virginia, provides investment management and retirement planning services. The firm specializes in retirement planning for its clients. They operate in English and have received a 5-star rating across 19 Google reviews.

Equitable Advisors

Parkersburg, West Virginia

Equitable Advisors is an investment advisory firm located in Parkersburg, West Virginia. The firm serves clients in English.

Pro Trust Advisors

Parkersburg, West Virginia

Estate Planning

Pro Trust Advisors in Parkersburg, West Virginia provides estate planning services. The firm's advisors hold CFP certification. Specific fee arrangements are available upon inquiry.

Northwestern Mutual

Princeton, West Virginia

Insurance-Based

Insurance Planning Investment Management Wealth Management

Northwestern Mutual in Princeton, West Virginia provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management for clients seeking integrated financial solutions.

Retirement Planning Consultants Inc

South Charleston, West Virginia

Retirement Planning

Retirement Planning Consultants Inc provides financial planning services with a focus on retirement planning. Based in South Charleston, West Virginia, the firm works with clients in English.

Northwestern Mutual

Summersville, West Virginia

Insurance-Based

Insurance Planning Investment Management Wealth Management

Northwestern Mutual in Summersville, West Virginia provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Service offerings include evaluation of insurance needs and management of investment portfolios as part of a broader financial planning approach.

Rohrig Financial

Wheeling, West Virginia

Rohrig Financial, based in Wheeling, West Virginia, offers financial planning and investment management services. The firm operates in English and has received a 5-star rating from three Google reviews.

Commonwealth Financial Services

Fiduciary ★5.0(1)

Wheeling, West Virginia

Commonwealth Financial Services is located in Wheeling, West Virginia and operates as a fiduciary. The firm provides financial planning and investment management services to clients. Additional details about specialties, fee structure, and team credentials are not specified.

Bryan Wealth Mangement

Wheeling, West Virginia

Bryan Wealth Management is located in Wheeling, West Virginia and provides investment advisory services to clients in the region.

Finding an advisor in West Virginia

This listing shows advisory firms with offices in West Virginia. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.

If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.

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