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 Only Work With The Best Monongalia County Financial Advisors


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

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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

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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 Monongalia County, WV


  • Financial Advisor Close to Monongalia 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 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

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

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.
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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.)



The Top Financial Advisor Firms in Monongalia County, WV

 

DUNCAN FINANCIAL GROUP LLC

Website

(304) 241-4570

1281 Suncrest Town Center

Morgantown, WV 26505

SEC#: 801-119284
Years in Business: 1 years

 


Monongalia County, WV Financial Advisor FAQs

Monongalia County is located in north-central West Virginia. It borders Pennsylvania to the east, Garrett and Allegany counties to the north, Marion County to the south, and Preston County to the west. The county seat is Morgantown. According to the West Virginia Department of Commerce, the top employer in Monongalia County is University of Pittsburgh at Morgantown, with 2,739 employees. Monongalia County is best known for its history and scenic beauty. The county was formed in 1776 and is named after the Monongahela River. Some of the most popular places in the county include Seneca Rocks, Blackwater Falls State Park, and Mount Portage. The county is also home to West Virginia University. The financial advisors in Monongalia County, a county in the state of West Virginia, serve as a vital resource for those looking to make their lives more financially secure. Also known as Mon County, and with a name inspired by the Monongahela River, this is found in the northern part of its state, belonging to the Morgantown, WV Metropolitan Statistical Area. Its county seat is Morgantown, and some of the major cities nearby are Pittsburgh, Akron, and Cleveland. The links below will help you connect with the neighboring financial advisors in Monongalia County, West Virginia.

What are your qualifications? How many years of experience do you have in the industry? What types of planning did you specialize in during your education and career?

Most financial advisors charge a base fee and then commission for each transaction. Sometimes the base fee is annually, and sometimes it's done on a monthly basis. A common formula is: Base Fee + (Commission x Number of Transactions) = Total Fee.

Some ways of establishing good advisors include referrals, word-of-mouth, and talking to people who have used the service before.

A financial advisor will work with clients to understand their goals and develop a strategy to help them reach those goals.