Top financial advisors in West Virginia
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.
Choosing the right financial advisor in West Virginia means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what the advisor does day-to-day to ensure they handle the financial tasks you need, whether it's retirement planning, investment management, or other services.
- Fee model fit. Understand how the advisor charges—flat fee, hourly, or based on assets managed—as this affects the incentives and your costs.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In larger firms, find out who else on the team would manage your account if needed.
- Local cost considerations. West Virginia’s lower housing costs can impact your financial goals, like semi-retirement or buying a second home, so check if the advisor factors this into your plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Anthony W
Series 63, Series 65
Charleston, WV
Merrill
Anthony Watts offers wealth management services tailored to mid-career professionals and high earners not yet rich, making him well-suited for financial advising needs in West Virginia. With 36 years of experience at Merrill, a large firm, he charges a 1.10% fee for managed strategies under $2 million, providing seasoned guidance backed by his Series 63 and 65 licenses and a University of Charleston degree.
Experience: 36 years
Avg account: $860,085
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Gregory B
Series 63
Charleston, WV
Ameriprise
Gregory Bumgarner specializes in retirement income strategy and Social Security optimization, making him well-suited for individuals approaching retirement in West Virginia. With 33 years of experience at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he provides tailored retirement income planning with a 0.15% AUM fee, distinguishing him from advisors with smaller firms or different fee structures.
Experience: 33 years
Avg account: $471,167
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Steve H
Series 63, Series 65
Martinsburg, WV
LPL Financial
Steve Hose offers expertise in wealth management and retirement plans for business owners, making him well-suited for clients seeking financial guidance in West Virginia. With 30 years of experience at LPL Financial, a large firm, he provides flat-fee and hourly financial planning services, supported by a robust in-house research team, which may appeal to those valuing comprehensive resources and flexible fee options.
Experience: 31 years
Avg account: $399,489
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Todd D
Series 63, Series 65
Barboursville, WV
Raymond James Financial
Todd Dudley offers expertise in retirement and business succession planning, along with cash flow and budgeting, making him well-suited for financial advising needs in West Virginia. With 33 years of experience at Raymond James Financial, a large firm, he provides flat-fee and hourly fee structures, serving a diverse client base including business owners and retirees, which distinguishes him from other local advisors.
Experience: 33 years
Avg account: $700,796
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Patricia S
Series 66
Berkeley Springs, WV
Edward Jones
Patricia Starliper is equipped to assist with wealth management and multi-generational wealth transfer, making her suitable for clients seeking comprehensive financial planning in West Virginia. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a structured program fee up to 1.35% annually and brings nine years of experience, which may provide more stability and resources compared to smaller local advisors.
Experience: 10 years
Avg account: $246,728
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