Our Main Office

Wheeling, WV Headquarters
1300 Chapline Street
Wheeling, WV 26003
Local Number: 304.233.3312
Phone: 800.537.8985

Office Hours: Monday–Friday, 8:30 AM – 5:00 PM

Vienna, WV

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1100 9th Street
Vienna, WV 26105

Local Number:

304.295.6700

Phone:

800.443.7449

Lancaster, PA

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48-50 West Chestnut Street—Suite 300
P.O. Box 1267
Lancaster, PA 17608-1267

Local Number:

717.397.5988

Phone:

800.657.9944

Barnesville, OH

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179 East Main Street
Barnesville, OH 43713

Local Number:

740.619.0327

Phone:

855.417.8473

Proudly Serving the Ohio Valley Region

Our team regularly works with clients in:

WV
Wheeling
OH
St. Clairsville
WV
Moundsville
OH
Steubenville
PA
Washington
PA
Pittsburgh
WV
Bethany & Weirton
OH
Cambridge

and surrounding areas

Whether you’re just across town or across the state, we’re here to support your financial journey.

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Nationwide Service with a Personal Touch

While we’re deeply rooted in West Virginia, we serve mid to high net worth clients across the United States. Thanks to secure online tools and video conferencing, we provide the same high level of personal service—no matter where you’re located.

We frequently work with:

  • Professionals relocating for career opportunities
  • Business owners expanding across state lines
  • Retirees managing multi-state assets
  • Families with financial interests in multiple locations

Virtual Appointments Available

Not local? No problem. We offer secure, convenient virtual meetings via phone or video so you can connect with your advisor from anywhere.

Schedule a Virtual Consultation

Get Started Today

Let’s Build Your Financial Future Together

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