# Hoxton Planning & Management, LLC
Source: https://planprovider.pro/provider/hoxton-planning-and-management-llc

> Independent advice for “serious savers” heading into retirement is Hoxton Planning & Management, LLC’s focus in the Washington, DC–Maryland–Virginia regi…

Retirement Plan Advisor

Shepherdstown, WV

## 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/](https://hoxtonpm.com/)

Founded: 2022

## Office Locations

- Shepherdstown, WV (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $306.9M

## Other Retirement Plan Advisors in WV

- [Good Life Financial Advisors](https://planprovider.pro/provider/good-life-financial-advisors) - Bridgeport, WV

- [United Brokerage Services INC](https://planprovider.pro/provider/united-brokerage-services-inc) - Parkersburg, WV

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