LOC Investment Advisers, based out of Hurricane, WV, is a highly reputable local investment advisory firm. With over 530 individual clients and an impressive $652,792,000 in assets under management, LOC Investment Advisers offers expert financial guidance and investment management services. The firm operates from two strategically located offices, ensuring accessibility for their diverse client base. While the management of 401K and individual accounts represents a minority of their assets under management, LOC Investment Advisers possesses the capability to effectively handle employer funds as well. Notably, all the assets they manage are discretionary, indicating a high level of trust placed in their expertise. Catering primarily to high net worth individuals, LOC Investment Advisers prides itself on its commitment to delivering tailored investment solutions that align with the unique financial goals of their clients. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring a transparent and mutually beneficial relationship. With a team of 12 dedicated employees, six of whom provide specialized investment advisory services, LOC Investment Advisers maintains an advantageous client-to-advisor ratio. Each investment advisor manages an average of approximately $108,800,000 in assets, aligning with the industry standard. The firm's success is further bolstered by the presence of experienced advisors such as Jeffrey Borman, David Lanham, and Robert O'Dell, who have been instrumental in its growth and continuity. Their extensive tenure within LOC Investment Advisers attests to the firm's stability and commitment to nurturing long-term client relationships.

Ironwood Wealth Management, Inc. is a reputable investment advisory firm based out of Hurricane, WV. With a strong focus on delivering personalized financial solutions, they have garnered a loyal client base of over 230 individuals. Managing an impressive $189,708,000 in assets, their expertise in the management of employer 401Ks and individual investments sets them apart. As a small but efficient firm, Ironwood Wealth Management, Inc. prides itself on providing dedicated service to each client. With a team of three skilled professionals, including one experienced investment advisor, they ensure that clients receive tailored advice and support. Their dedication to discretion is evident, as they manage 100% of the assets under their care with full discretionary authority. Ironwood Wealth Management, Inc. offers a flexible compensation structure to accommodate diverse client needs. Their fees are based on a percentage of assets under management, hourly charges, and fixed fees. This adaptable approach allows them to cater to clients' specific requirements and objectives. With an impressive average of $189,710,000 in assets under management per investment advisor, Ironwood Wealth Management, Inc. surpasses industry standards. The firm's long-standing registered advisor, John Williams, has been with the company since 2004, bringing extensive experience and stability to their team. Ironwood Wealth Management, Inc.'s commitment to personalized service, discretion, and comprehensive financial management has made them a trusted choice for individuals and employers seeking expert guidance. Whether clients are planning for retirement, managing wealth, or seeking investment opportunities, Ironwood Wealth Management, Inc. is dedicated to helping them achieve their financial goals.