The 5 Best Financial Planning Firms Around Wheeling

Navigating the complexities of wealth accumulation, investment strategy, and retirement planning requires a trusted partnership. The Best of the Ohio Valley Readers' Choice 2025 recognizes these five top financial planning firms for their expertise, client-focused approach, and dedication to helping individuals and businesses pursue their long-term financial goals.

Glessner & Associates

Glessner & Associates is a team of client-focused professionals offering comprehensive financial solutions. While they operate under The Glessner Group umbrella, which includes accounting and insurance services, their financial planning arm specializes in Wealth Management. They are known for their experienced team who take the time to learn about a client's values, goals, and dreams before suggesting any approach, helping people gain clarity and confidence in pursuing their long-term financial objectives.

DeFranco Financial

DeFranco Financial is a wealth advisory firm specializing in providing financial and investment services for individuals, businesses, and institutions, centered around their specific goals. Their financial planning services focus heavily on Retirement Planning, which involves reviewing investment strategies, optimizing savings habits, and identifying advantageous income streams like Social Security and Pension incomes. The firm emphasizes minimizing emotional decisions and maximizing rational ones to protect capital.

Hazlett Burt & Watson Inc

Hazlett, Burt & Watson, Inc. is an independent, privately owned full-service financial services firm that has been serving the Ohio Valley for well over a century. They offer a comprehensive approach to wealth management and investment brokerage, focusing on customized investment solutions. Their work starts with a conversation to understand a client's needs, bringing to bear extensive research and the experienced judgment of their advisors to help clients achieve financial security across all stages of life.

McKenzie Riedel Wealth Management

McKenzie Riedel Wealth Management employs a rigorous, disciplined process that always begins by listening closely to the client's needs and wishes. Their philosophy centers on developing a clear plan to help clients achieve their personal financial objectives. Backed by the resources of a recognized national financial services company, they provide independent, objective, and unbiased advice on investment portfolios, striving to implement solutions in a cost-effective manner.

Wesbanco Securities - Multiple Locations

Wesbanco Securities, an affiliate of Wesbanco Bank, offers a full-service approach to financial planning and investment management. They provide both full-service brokerage for those who prefer personalized consultation and discount brokerage for self-directed investors. Their advisors can develop a comprehensive plan to help clients reach specific goals, including Personal Retirement Planning and College Funding Plans, complementing their range of investment products with a long-standing tradition of trust and exemplary service.

Thanks, Gemini.