Huffman & Ross Wealth Management
www.huffmanrosswealth.comAt Huffman & Ross Wealth Management, we have a steadfast commitment to our clients and community. We approach each client relationship with a heartfelt dedication to serving your best interests with the goal of providing advice that is both actionable and meaningful. Erik Huffman and Jennifer Ross bring nearly 40 years of industry experience and expertise along with a lifelong association and loyalty to their home state of West Virginia. Most recently Erik and Jennifer each spent nearly a decade specializing in comprehensive planning and advice for those in the academic and medical fields; yet also recognize that every level of wealth has its own set of challenges, opportunities, and requirements. Wherever you are along the road to financial success, Erik & Jennifer are ready to work with you. A key to the firm’s professional excellence rests in the freedom to use a multitude of financial and investment partners rather than a proprietary platform. Our experience and principled approach allow us to deliver on our promise of personalized service that includes Financial Planning, Asset Management, Income Planning and Estate Planning. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] Huffman and Ross Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d ACS
Read moreAt Huffman & Ross Wealth Management, we have a steadfast commitment to our clients and community. We approach each client relationship with a heartfelt dedication to serving your best interests with the goal of providing advice that is both actionable and meaningful. Erik Huffman and Jennifer Ross bring nearly 40 years of industry experience and expertise along with a lifelong association and loyalty to their home state of West Virginia. Most recently Erik and Jennifer each spent nearly a decade specializing in comprehensive planning and advice for those in the academic and medical fields; yet also recognize that every level of wealth has its own set of challenges, opportunities, and requirements. Wherever you are along the road to financial success, Erik & Jennifer are ready to work with you. A key to the firm’s professional excellence rests in the freedom to use a multitude of financial and investment partners rather than a proprietary platform. Our experience and principled approach allow us to deliver on our promise of personalized service that includes Financial Planning, Asset Management, Income Planning and Estate Planning. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] Huffman and Ross Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d ACS
Read moreCountry
State
West Virginia
City (Headquarters)
Morgantown
Employees
1-10
Founded
2021
Social
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Co - Founder of Huffman and Ross Wealth Management
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