Financial Advisors in Charleston, WV
101 Washington St E
Suite 120
Charleston, WV 25301
Focus Partners is your locally based investment advisor in Charleston, WV - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. You can find us where the Elk River meets the Kanawha and just minutes from the West Virginia Capitol Building--we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners is a trusted registered investment advisor offering personalized wealth management and financial planning services in Charleston, WV. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Charleston, WV Team
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Cindy McGhee
CPA, PFS
Senior Wealth Advisor
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Christopher Erlewine
CFP®, CRPC®, TPCP®
Senior Wealth Advisor
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Chris Willits
CWS, CFP®
Wealth Advisor
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Evan Shamblin
CPA, CFP®
Wealth Advisor
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Greg Smith
CFP®
Associate Wealth Advisor
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Jerry Slone
Portfolio Trader
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Neil DeRuiter
Associate Wealth Advisor
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Bryan Bach
Regional Vice President
Dig even deeper.
What’s it like to become a Focus client? Download our brochure to learn more.
Enjoy some of our latest resources
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October 20, 2026
Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook.
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October 19, 2026
Understanding The Different Types of Financial Advisors
Financial advisors can help you pursue your financial goals through investments, tax planning, retirement planning, or other strategies suitable for your current life situation. They plan based on what matters most to you. Plus, they can help you build the appropriate spending and saving habits to get you closer to those goals.
Read the article -
October 12, 2026
How To Manage a Financial Windfall: An 8-Step Guide
A financial windfall can bring exciting possibilities, along with complex decisions. Whether your new wealth comes from an inheritance, business sale, settlement, or equity event, taking time to understand its impact can help you make more informed choices. Explore eight steps for aligning your windfall with your personal financial goals.
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