
Find a Financial Advisor in Monongalia County, WV
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We did the hard work of finding trustworthy partners in Monongalia County, WV.
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We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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All of our partners are advisors who hold the proper designations from FINRA
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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 Monongalia County, WV
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Financial Advisor Close to Monongalia County, WV
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Monongalia 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
Find a Fee-Only Financial Planner Near Monongalia County, WV
We evaluated over 13,000 RIA firms to bring you the best of the best Monongalia County financial advisors.
How Retirement-Friendly is Monongalia County, WV?
- Population: 105,474
- % of Population 62 Years and Over: 15.1%
- Average Home Value: $224,300
- Average Monthly Housing Cost: $817
- Average Household Income: $79,774
- 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.)
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The Top Financial Advisor Firms in Monongalia County, WV
DUNCAN FINANCIAL GROUP LLC
(304) 241-45701281 Suncrest Town Center
Morgantown, WV 26505
SEC#: 801-119284
Years in Business: 1 years
Monongalia County, WV Financial Advisor FAQs
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