DeFranco Financial

DeFranco Financial is a financial planner in Wheeling, West Virginia. The firm specializes in providing wealth advisory and investment services for individuals, businesses, and institutions. Their professional services include investment management, retirement planning, and tailored financial planning designed to align with a client's unique timeline and risk tolerance. The firm maintains a 4.00 rating based on 1,031 reviews.

The firm's approach is centered on listening to the specific values and concerns of each client to craft strategies that account for global economic dynamics. Using extensive market research, the team works to identify financial goals, optimize savings habits, and develop strategies for managing Social Security and pension incomes. The advisory team includes founder Dustin DeFranco, Paul Barnette, and Josh Schmalz. Their methodology focuses on educating clients on the rationale behind investment decisions to ensure they understand the logic of their financial trajectory.

Located on National Road, the office is situated near Saint Michael's School and Windhover Montessori School.

DeFranco Financial is recognized for its high level of professional excellence, notably through founder Dustin DeFranco's recognition on the Barron's Top 1200 Financial Advisors list, where he was identified as the only advisor in the Ohio Valley to be included. The firm's commitment to quality is further reflected in its receipt of the Master's Award, a distinction given to top advisors nationwide based on annual production.

With a dedication to helping people navigate their financial journeys with confidence, DeFranco Financial serves the needs of the Wheeling community through personalized and research-driven wealth management.