Hoxton Planning & Management

Finance · West Virginia, United States · 11-50 Employees

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Overview

Headquarters

8530 Shepherdstown Pike, Shepherdstown, ...

Phone Number

(304) 876-2619

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
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1
1
1
1

About Hoxton Planning & Management

Hoxton Planning & Management, LLC specializes in comprehensive financial planning, offering tailored strategies in areas such as tax management, risk assessment, investment planning, and estate planning. They primarily serve serious savers nearing retirement or already retired, focusing on clients who are comfortable delegating financial decisions. Based in Shepherdstown, WV, they cater to clients throughout the DMV area and across the United States. Their investment philosophy emphasizes long-term strategies, risk management, and cost efficiency, ensuring clients achieve their financial life goals.Explore more
Hoxton Planning & Management's Social MediaPopular SearchesHoxton Planning & ManagementHoxton Planning & Management LLCSIC Code 62,628NAICS Code 52,523Show more

Hoxton Planning & Management Org Chart

PhoneEmail
SL
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Hoxton Planning & Managem...

<$5M
11-50
Private
-
2022
SL
Stacy LindbergDirector, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
BN
Bonnie NobleDirector, Client Operations
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2021
BW
Brad WilliamsWealth Advisor
<$5M
1-10
Private
-
-
RH
Robin HallPrivate Wealth Advisor
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Hoxton Planning & Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Hoxton Planning & Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Hoxton Planning & Management.

Hoxton Planning & Management Tech Stack

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Frequently Asked Questions Regarding Hoxton Planning & Management

What is Hoxton Planning & Management's official website?
Hoxton Planning & Management's official website is www.hoxtonpm.com
What is Hoxton Planning & Management's Revenue?
Hoxton Planning & Management's revenue is <$5 Million
What is Hoxton Planning & Management's SIC code?
Hoxton Planning & Management's SIC: 62,628
What is Hoxton Planning & Management's NAICS code?
Hoxton Planning & Management's NAICS: 52,523
How many employees does Hoxton Planning & Management have?
Hoxton Planning & Management has 11-50 employees
What industry does Hoxton Planning & Management belong to?
Hoxton Planning & Management is in the industry of: Finance, Securities Trading
What is Hoxton Planning & Management competition?
Hoxton Planning & Management top competitors include: Employee & Institution Securities Research, Premier Wealth Advisors, Poodiack Wealth Management, WealthBuilders Investments
What technology does Hoxton Planning & Management use?
Some of the popular technologies that Hoxton Planning & Management uses are: WordPress.org, PHP, AppRiver, Google Font API
How do I contact Hoxton Planning & Management?
Hoxton Planning & Management contact info: Phone number: (304) 876-2619 Website: www.hoxtonpm.com
What does Hoxton Planning & Management do?

Hoxton Planning & Management, LLC specializes in comprehensive financial planning, offering tailored strategies in areas such as tax management, risk assessment, investment planning, and estate planning. They primarily serve serious savers nearing retirement or already retired, focusing on clients who are comfortable delegating financial decisions.... Based in Shepherdstown, WV, they cater to clients throughout the DMV area and across the United States. Their investment philosophy emphasizes long-term strategies, risk management, and cost efficiency, ensuring clients achieve their financial life goals.Read More

What are Hoxton Planning & Management social media links?
Hoxton Planning & Management Linkedin page
Is Hoxton Planning & Management a public company?
Hoxton Planning & Management is private company therefore does not currently have an official ticker symbol
See more information about Hoxton Planning & Management

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