Find a Financial Advisor in Berkeley County, WV

 

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We did the hard work of finding trustworthy partners in Berkeley County, WV.

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We Only Work With The Best Berkeley County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Berkeley County, WV


  • Financial Advisor Close to Berkeley County, WV

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Berkeley County, WV


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Berkeley County, WV

We evaluated over 13,000 RIA firms to bring you the best of the best Berkeley County financial advisors.
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How Retirement-Friendly is Berkeley County, WV?

  • Population: 115,329
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $193,100
  • Average Monthly Housing Cost: $1,049
  • Average Household Income: $75,914
  • West Virginia Total Tax Burden: 8.84% (18th Highest in U.S.)
  • West Virginia Property Tax: 2.32% (15th Lowest in U.S.)
  • West Virginia Individual Income Tax: 2.64% (14th Highest in U.S.)
  • West Virginia Sales and Excise Tax: 3.88% (17th Highest in U.S.)



The Top Financial Advisor Firms in Berkeley County, WV

 

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(304) 263-0854

9773 Tuscarora Pike

Martinsburg, WV 25401

SEC#: 801-66892
Years in Business: 15 years

 


Berkeley County, WV Financial Advisor FAQs

There are many questions worth asking when seeking financial advice. The most important one is what they plan to do for your money. Make sure the advisor's strategy aligns with your investment timeline and risk tolerance levels.
Financial advisors are paid for advice, usually by taking a percentage of the money invested. Some financial advisors are paid hourly to provide advice, but most prefer to charge a set fee based on the size of an investment.
The first step should be asking around, networking with people that you trust for any information they might have about an individual or firm that they'd recommend.
Financial advisors offer advice and help you make decisions with your money. They can help save, tax strategy, retirement planning, college savings or just about anything involving finance.