Find a Financial Advisor in Jefferson County, WV

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

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We Only Work With The Best Jefferson 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


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


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 Jefferson County, WV

  • Financial Advisor Close to Jefferson 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 Jefferson County, WV

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


Without Advisor

With Advisor

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

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

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

  • Population: 56,506
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $268,100
  • Average Monthly Housing Cost: $1,265
  • Average Household Income: $96,911
  • 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 Jefferson County, WV




(304) 724-3920

106 W Washington Street

Charles Town, WV 25414

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


Jefferson County, WV Financial Advisor FAQs

Jefferson County is located in the Eastern Panhandle of West Virginia. It borders Maryland to the north and east, and Virginia to the south and west. The top employer in Jefferson County, West Virginia is the United States Postal Service with a total of 2,600 employees and an annual revenue of $676 million. Jefferson County is best known for its natural beauty, including the Allegheny Mountains and the Cheat River. The county is also home to the city of Morgantown, which is known for its college town atmosphere and its many attractions, such as the West Virginia University campus. Financial Advisors in Jefferson County, West Virginia offer a variety of services to help people with their finances. Known as the site of the Harpers Ferry National Historical Park, this county is found in the easternmost portion of its state, located in the Shenandoah Valley in the Eastern Panhandle. It belongs to the Washington metropolitan area, with the City of Charles Town as its county seat. The nearby cities are Washington, Baltimore, and Pittsburgh. Explore trusted financial advisors close by as provided in the links below.

You should ask them what services they offer to see if the advisor fits your needs. Then you might want to ask about their background and qualifications, their fees, or how often do they trade the markets.

Fees can be charged for everything from evaluating your current financial situation, asset allocation advice, and consolidated reporting services to advice on buying life insurance or disability income insurance. In addition to fees, they may generate revenue from commissions when it's in the client's interest.

Choosing a financial advisor is a difficult and complicated process and the only way to be sure you're making a good decision is to ask your trusted networks for advice.

Financial advisors are trained professionals in the complex world of financial management. They advise their clients on subjects related to investments, retirement, taxes, insurance, and estate planning.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.