#1Hoxton Planning & Management, LLC
HOXTON PLANNING & MANAGEMENT, LLC
Based in WV
Retirement Plan Advisors in Jefferson County, WV
The top-ranked retirement plan advisors serving Jefferson County, WV are Hoxton Planning & Management, LLC, Fairfax Global Investment Management LLC and Amj Financial Wealth Management LLC. We list 5 retirement plan advisors serving Jefferson County, WV. 5 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Jefferson County, WV. 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Jefferson County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Hoxton Planning & Management, LLC | SEC-registered investment adviser (CRD)#319087 | WV | (304) 876-2619 |
| 2 | Fairfax Global Investment Management LLC | SEC-registered investment adviser (CRD)#314171 | Middleburg, VA (24 mi) | (540) 905-5858 |
| 3 | Amj Financial Wealth Management LLC | SEC-registered investment adviser (CRD)#162878 | Lansdowne, VA (27 mi) | (703) 466-0477 |
| 4 | Arbor Private Wealth, LLC | SEC-registered investment adviser (CRD)#315812 | One Loudoun, VA (28 mi) | (703) 559-7975 |
| 5 | The Lewis Financial Group | SEC-registered investment adviser (CRD)#315692 | One Loudoun, VA (29 mi) | (703) 288-1272 |
#2Fairfax Global Investment Management LLC
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLCServes this area from Middleburg, VA (24 mi)#3Amj Financial Wealth Management LLC
AMJ FINANCIAL WEALTH MANAGEMENT LLCServes this area from Lansdowne, VA (27 mi)#4Arbor Private Wealth, LLC
ARBOR PRIVATE WEALTH, LLCServes this area from One Loudoun, VA (28 mi)#5The Lewis Financial Group
GENESIS PRIVATE WEALTH, LLCServes this area from One Loudoun, VA (29 mi)
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Frequently asked questions
How many retirement plan advisors serve Jefferson County?
We list 5 retirement plan advisors serving Jefferson County, WV: 1 based there and 4 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Jefferson County?
The top-ranked retirement plan advisors serving Jefferson County, WV are Hoxton Planning & Management, LLC, Fairfax Global Investment Management LLC, Amj Financial Wealth Management LLC, Arbor Private Wealth, LLC and The Lewis Financial Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jefferson County are verified against official records?
5 of the top 5 match an active official record: Hoxton Planning & Management, LLC (U.S. Securities and Exchange Commission), Fairfax Global Investment Management LLC (U.S. Securities and Exchange Commission), Amj Financial Wealth Management LLC (U.S. Securities and Exchange Commission), Arbor Private Wealth, LLC (U.S. Securities and Exchange Commission) and The Lewis Financial Group (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Charles Town, Ranson, Shannondale, Shepherdstown, Bolivar, Shenandoah Junction, Middleway, Harpers Ferry