Top financial advisors in Martinsburg, 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 considering a financial advisor in Martinsburg, WV if you're planning for semi-retirement or thinking about buying a second home, as the area's lower housing costs can affect your financial strategy. A common mistake is not accounting for how these local costs impact your long-term income and expenses.
- Local cost awareness. Confirm the advisor understands Martinsburg's housing market and how it influences your retirement or investment plans.
- Income sequencing. Ask how they plan withdrawals or income streams to align with your lifestyle changes and local expenses.
- Tax implications. Discuss how state and local taxes in West Virginia might affect your financial decisions.
- Experience level. Inquire about their years of experience managing clients with similar goals in this region.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Zachary D
Series 63, Series 66
Martinsburg, WV
Ameriprise
Zachary Delphi specializes in retirement income strategy and Social Security optimization, making him well-suited for clients in Martinsburg planning for semi-retirement or second-home purchases. With three years of experience at Ameriprise, a large firm known for tax-efficient retirement planning, he offers a 0.15% AUM fee and brings insights from prior roles at Fidelity and Vanguard, distinguishing him from other local advisors.
Experience: 3 years
Avg account: $471,167
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Joshua M
Series 66
Martinsburg, WV
Edward Jones
Joshua Mongold's experience in healthcare and his Series 66 designation equip him to address retirement planning and wealth management needs in Martinsburg, WV, especially for medical professionals. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers advisory programs with fees up to 1.35% annually, providing access to extensive resources compared to smaller local advisors.
Experience: 2 years
Avg account: $246,728
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Jonathan B
Series 63, Series 65
Martingsburg, WV
Southland Equity Partners, LLC.
Jonathan Bodwell's 22 years of experience and expertise in wealth management and general tax planning equip him to address Martinsburg's unique financial landscape, including local housing costs and tax implications. His firm, Southland Equity Partners, offers flat-fee financial planning and retirement consulting, serving individuals and pension plans with customized portfolios managed through both fundamental and technical analysis, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 22 years
Avg account: $504,799
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Peter W
Series 63, Series 65
Martinsburg, WV
United Brokerage Services, INC
Peter Warren's 14 years of experience and dual Series 63 and 65 licenses equip him to address Martinsburg's unique financial landscape, including tax-loss harvesting and wealth management. As Market President at United Bank and an independent advisor at United Brokerage Services, he offers personalized advisory services with an assets-under-management fee structure, distinguishing him through local leadership and comprehensive client service options.
Experience: 15 years
Avg account: $254,269
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Sara C
Series 63, Series 65
Martinsburg, WV
LPL Financial
Sara Church's decade of experience and expertise in wealth management and retirement plans make her well-suited to address the financial nuances of semi-retirement and second-home planning in Martinsburg, WV. Operating within LPL Financial, a large firm offering flat-fee structures and comprehensive investment solutions, she supports diverse clients including business owners and retirees, providing a broad perspective compared to smaller local advisors.
Experience: 10 years
Avg account: $399,489
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