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Find The Best Financial Advisors in Shepherdstown, West Virginia

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Shepherdstown is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Shepherdstown & pick the one as per your needs

How To Find The Best Financial Advisors in Shepherdstown , West Virginia
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Shepherdstown, West Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 15 vetted financial advisors and 1 non-vetted financial advisors in Shepherdstown, West Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Shepherdstown, West Virginia have an average of 23 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Shepherdstown , West Virginia

Bob Howard

Prudential

703-307-2899

Address

20 W Market Street, Suite #1,
Leesburg, VA 20176 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Savant Wealth Management

703-288-0500

Address

1945 Old Gallows Road,
Suite 505,
Vienna, VA 22182 See Details

Chris Passarelli

Bull Run Investment Management

703-344-6844

Address

6731 Whittier Ave,,
McLean, VA 22101 See Details

Bryan Beatty

Egan, Berger and Weiner, LLC

703-506-0843

Address

1919 Gallows Rd, Suite 980,
Vienna, VA 22043 See Details

Chris Schiesser

Prudential

410-937-7578

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Facet

443-376-6222

Address

400 East Pratt Street,
8th Floor,
Baltimore, MD 21202 See Details

Tom Hagigh

EPE Wealth Advisors

410-923-8686

Address

1321 Generals Highway,
Suite 300,
Crownsville, MD 21032 See Details

Top Financial Advisor Firms in Shepherdstown, West Virginia(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
HOXTON PLANNING & MANAGEMENT, LLC 8530 Shepherdstown Pike, Shepherdstown, WV, 25443	319087	$491,558,229	1236	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Shepherdstown, West Virginia

How To Find The Best Financial Advisors in Shepherdstown , West VirginiaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Shepherdstown , West Virginia

Prudential

Address

Address

Address

Bull Run Investment Management

Address

Egan, Berger and Weiner, LLC

Address

Prudential

Address

Address

EPE Wealth Advisors

Address

Top Financial Advisor Firms in Shepherdstown, West Virginia(Ranked by AUM)

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How To Find The Best Financial Advisors in Shepherdstown , West Virginia
Last Updated - 13-Jun-2023

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