Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Jefferson County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Jefferson County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Jefferson County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
19.5% of Jefferson County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Jefferson County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Jefferson County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Jefferson County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Jefferson County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. West Virginia has unique laws defining which actions trigger a taxable event and has the 18th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Jefferson County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Jefferson County area when dealing with high-interest credit card debt and private student loans.

 

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.

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 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