Our team has provided financial planning and investment advisory services to clients from the same location in Shepherdstown, West Virginia, for 30 years (originally as Hoxton Financial and HFI Wealth Management and then, more recently, as an office of Goldman Sachs’s Personal Financial Management). We love serving our clients, and we think it shows.
We Are Here For You
The Team
Our clients find peace of mind knowing we’re looking out for their best financial interests.
Rob Hoxton, CFP®, AIF®
Managing Member | Chief Compliance Officer
Archie Hoxton, MS, CFP®
Member | Financial Planner
Emily Leslie
Financial Advisor
Jimmy Sutch, MBA
Financial Advisor
Stacy Lindberg
Director of Operations
Leota Trainor
Administrative Manager
Sarah Rogers
Client Service Specialist
Rhiannon “Rhi” Miller, MBA
Director of First Impressions