Find a Financial Advisor in Charleston, WV

 

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

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We Only Work With The Best Charleston 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 Charleston, WV


  • Financial Advisor Close to Charleston, 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 Charleston, 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 Charleston, WV

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

  • Population: 48,006
  • % of Population 62 Years and Over: 24.7%
  • Average Home Value: $157,800
  • Average Monthly Housing Cost: $723
  • Average Household Income: $75,087
  • 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 Charleston, WV

 

NTV ASSET MANAGEMENT, LLC

Website

(304) 353-9090

216 Brooks Street
Suite 300
Charleston, WV 25301

SEC#: 801-58140
Years in Business: 21 years

THE HUNTINGTON INVESTMENT COMPANY

Website

(304) 348-5001

Charleston Main Branch
500 Lee St. East
Charleston, WV 25301

SEC#: 801-58015
Years in Business: 21 years

THE HUNTINGTON INVESTMENT COMPANY

Website

(304) 348-5001

Charleston Main Branch
500 Lee St. East
Charleston, WV 25301

SEC#: 801-58015
Years in Business: 21 years

BUCKINGHAM STRATEGIC WEALTH, LLC

Website

(304) 223-4550

101 Washington Street East
Suite 120
Charleston, WV 25329

SEC#: 801-67640
Years in Business: 14 years

UNITED BROKERAGE SERVICES, INC

Website

(304) 357-6672

500 Virginia Street E

Charleston, WV 25322

SEC#: 801-80804
Years in Business: 7 years

UNITED BROKERAGE SERVICES, INC

Website

(304) 545-4179

4901 Maccorkle Avenue

Charleston, WV 25306

SEC#: 801-80804
Years in Business: 7 years

MCKINLEY CARTER WEALTH SERVICES, INC.

Website

(304) 346-3700

129 Summers Street
Suite 200
Charleston, WV 25301

SEC#: 801-64584
Years in Business: 16 years

AXXCESS WEALTH MANAGEMENT, LLC

Website

(304) 395-8592

1710 Sierra Road

Charleston, WV 25314

SEC#: 801-76763
Years in Business: 9 years

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Website

(304) 342-0563

500 Virginia Street East
Suite 810
Charleston, WV 25301

SEC#: 801-58035
Years in Business: 21 years

 


Charleston, WV Financial Advisor FAQs

A financial advisor assists people or businesses with their investments.
Yes. Financial advisors can help reduce risks to your investment portfolio by making sensible market choices that are usually based on the client's own risk tolerance.
Although it's easy enough to make decisions on your own or with the internet, it may be more effective (and less time-consuming) to rely on the experience of people you truly trus
Seek out someone who is knowledgeable about your specific issues and also able to offer you long-term guidance.