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Hoxton Planning & Management
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Day: June 3, 2026

Business Succession Planning in WV: A Practical Guide

West Virginia business owner reviewing a succession plan with an adviser

Schedule a consultation about business succession planning in WV. Coordinate your transition with retirement, tax, estate, and investment planning.

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Registered Investment Advisor vs Financial Advisor

Client reviewing registered investment advisor disclosure documents

Contact Hoxton to understand registered investment advisor disclosures, fiduciary duties and questions to ask before choosing financial planning services.

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Hoxton Planning & Management, LLC
8530 Shepherdstown Pike
Shepherdstown, WV 25443

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