Fiduciary advisors in Bridgeport, WV

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

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.

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

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.