fi·du·ci·ar·y
(Source Investopedia)
Our team has provided financial planning and investment advisory services to clients from the same location in Shepherdstown, West Virginia, for over 30 years (originally as Hoxton Financial and HFI Wealth Management and then, more recently, as an office of Goldman Sachs’ 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®
Archie Hoxton, MS, CFP®
Jimmy Sutch, MBA
Emily Leslie
Stacy Lindberg
Leota Trainor
Sarah Rogers
Rhiannon “Rhi” Miller, MBA
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.