Fiduciary advisors in Charleston, WV

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.

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

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

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

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

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

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.