View Profile
Ovie Gibson CPA AC
“I came to Ovie Gibson to keep my business in good standing with all state/federal agencies.”
Best Financial Advisors in Charleston, WV
24 firms listed · 10 in Charleston · 3 open weekends · 15 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
View Profile
Robert Bias Tax & Accounting
View Profile
Fourth Avenue Financial
“Trustworthy, easy to talk to, and efficient.”
View Profile
Heritage Investment Group
“Make you feel like you're in control of your investments.”
View Profile
Freedom Financial
View Profile
Austin & Associates
The 24 firms listed for Charleston, WV provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Charleston, WV
Of the 24 firms we list here, 10 are in Charleston itself and 14 come from towns including Gallipolis, OH (3, 44 mi), South Charleston (2, 4 mi) and Hurricane (2, 18 mi). 17 of the firms on this page have a rating, from 4.0 to 5.0 across 78 reviews; 15 are rated 4.5 or higher. 3 are open on Saturdays and 1 on Sundays. 1 shows a license on its website; 2 list staff certifications (CPA) and 1 has a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer payment plans and 3 offer a free initial consultation. We have a website on file for 21 of the firms on this page; 17 publish a contact page; 13 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Charleston listed here?
10 of the 24 firms are located in Charleston. The others come from other towns within 45 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
View Profile
Vealey Financial Services
View Profile
Diversified Investments Strategies
“Bruce Conrad is a genious!”
View Profile
Retirement Planning Consultants
View Profile
Arnett Carbis Toothman Wealth Advisors
View Profile
NTV Asset Management
View Profile
Christopher Erlewine, CFP - Buckingham Strategic Wealth
View Profile
Affiliated Financial Group
- Communication
- Company
- Health Insurance
“He discovered fairly quickly that I was needed assistance with insurance and helped me explain my situation to a gentleman at DHHR so that I got the coverage I needed.”
View Profile
JA Investment Management
“Great family friendly environment, John is very knowledgeable and took his time to answer any and all questions me and my wife had.”
View Profile
Sowers & Company A.C.
View Profile
Financial Resources & Consulting
“He offered helpful advice even when it didn't benefit him (because of the company benefits we had been given).”
View Profile
Gogo Tax Service
- Efficient
- Questions
“Needless to say I am completely satisfied it was easy not only that I admire the level of high quality customer service and fees for service wasn't extremely high and no hidden agendas.”
View Profile
Walls & Associates
“Mr Walls complete my taxes in record time.”
View Profile
Strongtower Investments
- Team
- Investing
- People
“I have known PA and his Team for 20+ years and cannot say enough nice words in regards to his Teams Customer Service and attention to my investment portfolio!”
View Profile
Traywick Financial
“They work with you based on your risk tolerance and try to learn what your personal goals are for the future.”
View Profile
Blackbear Capital
- Future
- Knowledge
- Investments
“Now, instead of worrying about my money in my sock drawer losing value from inflation, I can trust them with my millions and have to worry about the Biden tax.”
View Profile
Faith Investment Services
“It's a breath of fresh air to deal with a Christian based organization who truly takes care of your needs can't thank them enough.”
View Profile
Evans Wealth Management
View Profile
Fyffe Jones Group
Retirement Planning and Investment Management Services in Charleston, WV Cost Estimates
Minimum cost
$1004
Maximum cost
$8526
National Average
$3010
Avg Per Hour Rates
$301
$2007
$5517
Fair price range is based on 428 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
