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Hoxton Planning & Management is just what our name suggests: We are financial planners who believe in the power of a well-conceived financial plan designed in collaboration with the client by a seasoned team of professionals who serve their clients as fiduciaries. Just as our name indicates, planning comes first followed by management.

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.

RobHoxton4_450x450
Rob Hoxton, CFP® , AIF®
Managing Member | Chief Compliance Officer
ArchieHoxton3_450x450
Archie Hoxton, MS, CFP®
Member | Financial Planner
Emily Leslie
Emily Leslie
Financial Advisor
Stacy Lindberg
Stacy Lindberg
Director of Operations
Leota Trainor
Leota Trainor
Administrative Manager
Sarah Rogers
Sarah Rogers
Client Service Specialist