Wealth Management Firms Morgantown WV

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Morgantown, WV. We have compiled a list of businesses and services around Morgantown, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mr. Bradey J. Loffert, CFP®
(304) 282-0702
121 Simpson St
Morgantown, WV
Firm
Northwestern Mutual Financial Network
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided By:
Mr. Richard A. Sementa, CFP®
(304) 581-6081
990 Elmer Prince Drive
Morgantown, WV
Firm
United Brokerage Services, Inc.
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Education Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Business Executives

Data Provided By:
Archibald Hoxton
Hoxton Financial, Inc.
(304) 876-2619
8530 Shepherdstown Pike
Shepherdstown, WV
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

Mr. David H. Mckinley, CFP®
(304) 230-2400
2100 Market Street
Wheeling, WV
Firm
McKinley Carter Wealth Service
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Archibald R. Hoxton Iv, CFP®
(304) 876-2619
PO Box E
Shepherdstown, WV
Firm
Hoxton Financial, Inc. d/b/a HFI Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Healthcare Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided By:
Mr. Lester J. Clark, CFP®
(304) 598-0003
3041 University Avenue
Morgantown, WV
Firm
Ameriprie

Data Provided By:
Mr. H. Thomas Broadwater, CFP®
(724) 439-8636
81 West Main St
Uniontown, PA
Firm
United Brokerage Services, Inc
Areas of Specialization
Banking, Comprehensive Financial Planning, Wealth Management
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
James Winter
Mountaineer Financial Planning, LLC
(304) 722-2065
410 6th Avenue
St. Albans, WV
Expertises
Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Nikolas A Kamarados, CFP®
(304) 748-3156
929 Main Street
Follansbee, WV
Firm
Prudential Financial

Data Provided By:
Mr. Alan M. Moore, CFP®
(304) 348-7081
300 Summers St., 3rd floor
Charleston, WV
Firm
BB&T

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874