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News & Announcements

#1 in WV On Barron’s Top 1200 List, 2024

March 21, 2024

Chris Hall Named to Barron’s List of Top 1,200 Advisors for Second Consecutive Year* Published: March 21, 2023   Christopher Hall, Senior Financial Advisor with Raymond James and Founding Partner […]

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Potential for Reducing Your Tax Bill

March 14, 2024

How a Financial Advisor Can Help Lower Your Tax Bill Careful tax planning throughout the year can put more money in your pocket   Published: March 14, 2024 Tax planning […]

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Protecting Seniors from Financial Abuse

March 5, 2024

5 Easy Ways to Protect Seniors from Financial Abuse Published: March 5, 2024 Technology has helped to streamline the way we manage our money, allowing us to perform transactions and […]

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Keep Politics Out of Your Portfolio

February 13, 2024

Play Video Insights and Strategies for Politically Neutral Investing in Today’s Political Climate Published: February 13, 2024 In our current environment, where political news comes from every direction, it’s important […]

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Preparing to Meet with a Financial Advisor

January 31, 2024

Play Video Prepare, Assess, and Thrive: Navigate Your Financial Voyage with Confidence and Trust Published: January 31, 2024 Start with Clarity Take a moment to consider your financial goals and […]

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January 25, 2024

Play Video Play Video Unlocking Financial Clarity: The Role of CFP® Professionals Published: January 31, 2024 Meet Kevin Knab, CFP®, CPFA™, and Zane Eschbaugh, CFP®: Your Expert Guides to Financial […]

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