WV · Parkersburg

Fiduciary advisors in Parkersburg, WV

2 advisors with offices in Parkersburg. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Parkersburg

Equitable Advisors

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.

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Pro Trust Advisors

Parkersburg, West Virginia

CFP

Estate Planning

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.

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Financial advisors in Parkersburg, West Virginia

Advisors serving Parkersburg 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.

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