A complete list of active advisors currently associated with Huffman & Ross Wealth Management LLC

Warmer can help you find a great advisor at Huffman & Ross Wealth Management LLC or one who fits your needs even better.

Huffman & Ross Wealth Management provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, and also to corporations or business entities. The firm offers ongoing portfolio management, written investment policy statements, and financial plans, and uses an asset‑based advisory model common among peers. HRWM’s investment process combines fundamental, quantitative, and modern portfolio theory analysis and emphasizes long‑term trading and documented risk tolerances. The firm largely operates in a non‑discretionary capacity—clients or platform programs retain trading authority—while HRWM provides recommendations, oversight, and tailored model allocations. What is notable for this firm is the scale of advice delivery: with two advisors and roughly 400+ clients, it has an unusually high client‑per‑advisor ratio, and virtually all reported assets are non‑discretionary on the firm’s books. HRWM also routes clients to SEI account programs and receives platform‑related services, and its principals are licensed insurance agents who may receive compensation for insurance product sales—conflicts the brochure discloses and describes how the firm manages.

To learn more about the advisors currently working at Huffman & Ross Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jon Huffman	Morgantown, WV	24
Jennifer Ross	Morgantown, WV	19

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