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.
View detailsWV · Charleston
Fiduciary advisors in Charleston, WV
7 advisors with offices in Charleston. Credentials, fee structures, and minimums are disclosed on each listing.
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.
View detailsChristopher Erlewine, CFP - Focus Partners Wealth
Charleston, West Virginia
CFP
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.
View detailsMerrill 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.
View detailsNTV 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.
View detailsVandalia 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.
View detailsWealth 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.
View detailsFinancial advisors in Charleston, West Virginia
Advisors serving Charleston specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (West Virginia's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.