Fee-Only Fiduciary Financial Advisors in Shepherdstown, WV
/fəˈd(y)o͞oSHēˌerē,fəˈd(y)o͞oSH(ə)rē/
A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests. Learn how that standard guides our planning process for serious savers and families.
(Source Investopedia)
30+ Years of Local Financial Planning Experience
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The Hoxton Planning Team
Our clients find peace of mind knowing we’re looking out for their best financial interests. Ready to talk? Contact our team to schedule a conversation.
Rob Hoxton, CFP®, AIF®
Partner | Advisor
Archie Hoxton, MS, CFP®
Partner | Advisor
Jimmy Sutch, MBA, CFP®
Partner | Advisor
Stacy Lindberg, CSCP-IA®
Director of Operations
Leota Trainor
Administrative Manager
Sarah Rogers
Client Service Associate
Rhiannon Turner, MBA
Client Service Associate
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.