Hoxton Planning & Management, LLC

About Hoxton Planning & Management, LLC

<p>Independent advice for “serious savers” heading into retirement is Hoxton Planning &amp; Management, LLC’s focus in the Washington, DC–Maryland–Virginia region and for clients across the US. Headquartered in Shepherdstown in West Virginia’s Eastern Panhandle, the firm is an SEC-registered investment advisor founded in 2022.</p> <p>Hoxton Planning &amp; Management offers financial planning, tax management, risk management, investment planning, and estate planning. The team works as a fiduciary and puts client interests first when building portfolios around timelines and risk tolerance, with attention to long-term growth, costs, and taxes.</p> <p>Archie and Rob Hoxton, both Certified Financial Planner™ professionals, also host the “Last Paycheck Podcast,” where they share practical retirement and planning insights. The firm reports $0.3B in AUM as of 2026.</p> <p>Hoxton Planning &amp; Management is a <a href="/plan-advisors">plan advisor</a> and provides 3(21) fiduciary services for employers that want support with investment oversight while keeping final decision-making in-house.</p> <ul> <li>SEC-registered investment advisor founded in 2022</li> <li>Headquarters in Shepherdstown; serves the DC metro area and nationwide</li> <li>Financial planning, tax management, risk management, investment and estate planning</li> <li>3(21) fiduciary services for retirement plans</li> <li>“Last Paycheck Podcast” hosted by Archie and Rob Hoxton, CFP® professionals</li> </ul>

Website: https://hoxtonpm.com/

Founded: 2022