Find a Financial Planner in Wheeling, WV

 

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

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We Only Work With The Best Wheeling 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 Wheeling, WV


  • Financial Advisor Close to Wheeling, 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 Wheeling Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Wheeling area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Wheeling include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
27.5% of Wheeling's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Wheeling area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Wheeling area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Wheeling area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Wheeling area often offer tax planning services to their clients. 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 Wheeling 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Wheeling area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Wheeling, 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 Wheeling, WV

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

  • Population: 27,062
  • % of Population 62 Years and Over: 27.5%
  • Average Home Value: $119,500
  • Average Monthly Housing Cost: $597
  • Average Household Income: $67,394
  • 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 Wheeling, WV


WESBANCO INVESTMENT DEPARTMENT

Website

(304) 234-9419

One Bank Plaza
Fifth Floor
Wheeling, WV 26003

SEC#: 801-60151
Years in Business: 20 years

FORT HENRY CAPITAL, LLC

Website

(304) 232-0422

48 Fourteenth Street

Wheeling, WV 26003

SEC#: 801-108626
Years in Business: 4 years

SECURITY CAPITAL MANAGEMENT

Website

(304) 233-3312

1300 Chapline Street

Wheeling, WV 26003

SEC#: 801-66333
Years in Business: 15 years

MCKINLEY CARTER WEALTH SERVICES, INC.

Website

(304) 230-2400

2100 Market Street

Wheeling, WV 26003

SEC#: 801-64584
Years in Business: 15 years