Financial planner in Parkersburg, WV
A wealth management practice offering comprehensive, individualized financial planning built around investments, taxes, estate planning, and risk management. The team follows a five-stage process — discover, plan, build, grow, live — with ongoing monitoring of plans and investments and scheduled proactive meetings throughout the year. The firm reports roughly $1.6 billion in assets under management and about 275 combined years of team experience, and offers securities through Raymond James Financial Services. Forbes named the practice a Best-in-State Wealth Management Team in West Virginia for 2023, 2024, 2025, and 2026.
The firm states it has been in business 26 years and operates offices in Parkersburg, West Virginia and Marietta, Ohio. Its stated mission is to build life-long investment relationships grounded in trust and client satisfaction.





