Top financial advisors in Clarksburg, WV
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be looking for financial advisors in Clarksburg, WV when you want local expertise to navigate your financial goals and challenges. A common mistake is choosing an advisor unfamiliar with the specific economic and regulatory environment of your area, which can lead to less effective planning.
- Local market knowledge. Confirm how well they understand Clarksburg’s economic trends and local tax rules that could impact your finances.
- Experience with diverse clients. Ask about their track record working with clients whose financial situations resemble yours.
- Communication style. Ensure their approach matches your preferences for updates and decision-making involvement.
- Fee structure clarity. Discuss how they charge for their services to avoid surprises and align expectations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Catherine P
Series 65, Series 63
Clarksburg, WV
Empower Advisory Group
Catherine Preston offers local expertise in Clarksburg, WV, with specialties in retirement planning, Social Security optimization, and college savings, supported by six years of industry experience and Series 63 and 65 credentials. Her firm, Empower Advisory Group, is a large firm providing flat-fee and monthly subscription options, focusing on employer-sponsored retirement plans and integrated investment management, which may suit clients seeking structured, ongoing support.
Experience: 6 years
Avg account: $565,063
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Michele K
Series 63, Series 66
Clarksburg, WV
Edward Jones
Michele Kroll offers local expertise in Clarksburg, WV, with 21 years of experience and specialties in estate planning, multi-generational wealth transfer, and retirement planning, particularly for women professionals and those in oil and gas. Affiliated with Edward Jones, a large firm serving over four million clients, she provides wealth management with a clear fee structure of up to 1.35% annually, distinguishing her through extensive resources and a seasoned approach.
Experience: 22 years
Avg account: $246,728
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Sherri S
Series 63, Series 66
Clarksburg, WV
Wesbanco Securities, Inc.
Sherri Sharpe offers local expertise in Clarksburg, WV, backed by 27 years of industry experience and Series 63 and 66 licenses, making her well-equipped to navigate regional financial nuances. Affiliated with Wesbanco Securities, Inc., she provides active portfolio management and sustainable investing strategies, with a 2% AUM fee, serving diverse clients including individuals and trusts.
Experience: 27 years
Avg account: $175,707
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Charisse P
Series 66
Clarksburg, WV
The huntington Investment company
Charisse Porter offers local expertise in Clarksburg, WV, backed by 10 years of industry experience and a Series 66 license. She works with The Huntington Investment Company, a large firm managing $6.3 billion with model-driven strategies, and charges a 2.00% fee for their GPS Premier Separate Account, distinguishing her with access to extensive resources and diverse client services.
Experience: 11 years
Avg account: $184,627
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Jenna B
Series 66
Clarksburg, WV
Truist Advisory Services
Jenna Bennett's extensive 28-year tenure at Truist Advisory Services in Clarksburg, WV, equips her to address local financial challenges, especially in retirement income strategy and business owner retirement plans. Her firm’s large scale offers diverse investment solutions and a 2.25% AUM fee, distinguishing her approach with integrated model portfolios and advisor-led asset management compared to smaller local advisors.
Experience: 0 years
Avg account: $560,278
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