Top financial advisors in Morgantown, 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 seek a financial advisor in Morgantown, WV, if you're considering semi-retirement or buying a second home, as these decisions involve balancing income and expenses over time. A common mistake is underestimating how local housing costs affect your long-term financial plan.
- Local cost insights. Look for advisors who understand Morgantown's housing market and how it impacts your budget and retirement goals.
- Income sequencing. Ask how they plan withdrawals or income streams to support lifestyle changes like semi-retirement.
- Tax implications. Confirm they consider state and local taxes when advising on property purchases or retirement income.
- Experience with transitions. Inquire about their approach to managing financial shifts related to downsizing or relocating within West Virginia.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James S
Series 63, Series 65
Morgantown, WV
LPL Financial
James Sawczyszyn's 33 years of experience and Series 63 and 65 licenses equip him to address complex financial needs like semi-retirement and second home purchases in Morgantown, WV. Working with LPL Financial, a large firm offering flat-fee planning and a broad investment platform, he serves diverse clients including business owners and retirees, providing expertise in wealth management and tax-loss harvesting.
Experience: 34 years
Avg account: $399,489
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Joseph B
Series 66, Series 63
Morgantown, WV
Mass Mutual Investors Services
Joseph Bezjak's experience with Mass Mutual Investors Services in Morgantown, WV, equips him to address financial transitions like semi-retirement or second home purchases, considering local market factors. His expertise in cash flow budgeting, estate planning, and multi-generational wealth transfer, combined with a large-firm environment and licenses Series 63 and 66, distinguishes him from advisors focused solely on individual wealth management.
Experience: 3 years
Avg account: $249,379
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Zachary F
Series 66
Morgantown, WV
Fidelity
Zachary Fincher, based in Morgantown, WV, is positioned to assist with financial decisions involving local housing costs and income sequencing due to his affiliation with Fidelity, a large firm known for systematic methodologies and long-term asset allocation. Although new to the industry, his background includes roles outside finance, and Fidelity's approach combines fundamental research with quantitative analysis, which may offer a structured investment perspective compared to smaller firms.
Experience: 1 year
Avg account: $234,793
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Wesley L
Series 66
Morgantown, WV
PNC Wealth Management
Wesley Liddle at PNC Wealth Management in Morgantown, WV, offers expertise in passive and active portfolio management, suitable for clients balancing income and expenses during semi-retirement or property purchases. His affiliation with a large firm provides access to model-based advisory programs and a 0.85% annual fee, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 2 years
Avg account: $182,752
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John F
Series 63, Series 65
Morgantown, WV
LPL Enterprise
John Faith's 32 years of experience and expertise in general retirement planning and tax-loss harvesting make him well-suited to address semi-retirement and second home purchase decisions in Morgantown, WV. Operating within LPL Enterprise, a large firm offering flat-fee financial planning and access to model wealth portfolios, he serves diverse clients including self-employed individuals and business owners, providing a broad range of advisory and brokerage services.
Experience: 33 years
Avg account: $239,757
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