Top financial advisors in Parkersburg, 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 Parkersburg, WV if you're planning for semi-retirement or thinking about buying a second home, as these decisions require careful cash flow and tax planning. A common mistake is underestimating how local housing costs affect your overall financial picture, which can lead to misaligned retirement income strategies.
- Local market insight. Confirm the advisor understands Parkersburg's housing costs and how they impact your retirement or property plans.
- Income sequencing. Ask how they plan withdrawals to support semi-retirement without risking running out of money.
- Tax implications. Discuss how they handle state and local taxes related to second-home ownership and retirement income.
- Long-term flexibility. Check if they build plans that adapt to changes in your lifestyle or housing needs over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Heather W
Series 63, Series 65
Parkersburg, WV
Cetera
Heather Winebrenner's 19 years of experience and Series 63 and 65 licenses equip her to address semi-retirement and second-home planning in Parkersburg, WV, with attention to tax-loss harvesting and retirement plans for business owners. Affiliated with Cetera, a large firm offering flat fees and diverse client services, she provides flexible financial planning that integrates fiduciary solutions and institutional resources, distinguishing her from advisors with narrower scopes or fee structures.
Experience: 19 years
Avg account: $306,089
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Lori P
Series 63, Series 66
Parkersburg, WV
United Brokerage Services, INC
Lori Pointer's 11 years of experience and Series 63 and 66 licenses equip her to address Parkersburg's unique housing costs and tax considerations for semi-retirement and second-home planning. As an independent advisor at United Brokerage Services, she offers AUM-based fee structures and manages assets non-discretionarily, serving individuals and trusts with tailored investment programs.
Experience: 12 years
Avg account: $254,269
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Toni S
Series 63, Series 65
Parkersburg, WV
First Heartland Consultants, Inc.
Toni Sams offers extensive expertise in income planning and cash flow budgeting, crucial for managing semi-retirement and second-home purchases in Parkersburg, WV. With 26 years of experience and a flat-fee structure, she provides flexible, independent advice through First Heartland Consultants, serving diverse clients including retirement plan participants and corporate entities.
Experience: 27 years
Avg account: $294,916
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Steven M
Series 66
Parkersburg, WV
Truist Advisory Services
Steven Mooney offers expertise in retirement income strategy and active portfolio management, which is crucial for managing semi-retirement cash flow and tax planning in Parkersburg, WV. Working at Truist Advisory Services, a large firm with a 2.25% AUM fee, he benefits from integrated model portfolios and research support, distinguishing him from advisors at smaller firms or with less institutional backing.
Experience: 4 years
Avg account: $560,278
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David E
Series 63, Series 65
Parkersburg, WV
Primerica Advisors
David Epler's 39 years of experience and expertise in income planning and tax-loss harvesting make him well-suited to address semi-retirement and second-home financial needs in Parkersburg, WV. Affiliated with Primerica Advisors, a large firm offering discretionary asset management and model-delivery strategies, he serves individual and high-net-worth clients with a tiered wrap fee structure, differentiating him from advisors focused on institutional plans.
Experience: 40 years
Avg account: $228,117
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