Bryan Wealth Mangement
Wheeling, West Virginia
Bryan Wealth Mangement is an investment advisory firm in Wheeling, West Virginia. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsWV · Wheeling
Fiduciary advisors in Wheeling, WV
3 advisors with offices in Wheeling. Credentials, fee structures, and minimums are disclosed on each listing.
Commonwealth Financial Services
Fiduciary
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Wheeling, West Virginia
Commonwealth Financial Services is a fiduciary-based advisory firm located in Wheeling, West Virginia, offering financial planning and investment management services. The firm emphasizes integrity in client relationships, rational decision-making guidance, and staying current with developments in technology and portfolio management approaches.
View detailsRohrig Financial
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Wheeling, West Virginia
Rohrig Financial is a Wheeling-based financial advisory firm offering financial planning and investment management services. The firm employs a team-based approach to develop customized strategies addressing retirement planning, estate planning, and broader financial objectives, with principals including CFP® professional Shawn P. Rohrig and team members holding additional financial services credentials. The firm focuses on client education and proactive strategy development tailored to individual risk tolerance, time horizons, and goals.
View detailsFinancial advisors in Wheeling, West Virginia
Advisors serving Wheeling 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.