40 Years of Local Experience
Now an Independent Registered Investment Advisor
Erik Huffman and Jennifer Ross bring nearly 40 years of industry experience and expertise along with a lifelong association and loyalty to their home state of West Virginia.
Most recently Erik and Jennifer each spent nearly a decade specializing in comprehensive planning and advice for those in the academic and medical fields; yet also recognize that every level of wealth has its own set of challenges, opportunities, and requirements. Wherever you are along the road to financial success, Erik and Jennifer are ready to work with you.
meet expert advisors.
Guiding you to the financial future you envision
Financial Professional, Co-Founder
Erik Huffman
Born and raised in Monongah, West Virginia, Erik has spent his life in the area gaining an appreciation for the people and culture. He is a graduate of Alderson Broaddus University, with a Bachelor of Science Degree in Business Administration. Prior to forming Huffman & Ross Wealth Management, Erik spent eight years at TIAA as a Wealth Management Advisor, eight years at BB&T (Truist) and four years at Huntington in similar roles
Erik resides in Morgantown with his wife Katie and their eight children, Avery, Winnie, Maggie, Riley, John, James, Annie and Joseph. He and his family are active members of St. Francis DeSales Parish. Erik enjoys spending time with family, cooking and sports.
Financial Professional, Co-Founder
Jennifer Ross
Prior to forming Huffman & Ross Wealth Management, Jennifer worked seven years at TIAA as a Wealth Management Advisor and spent 10 years at BB&T (Truist) in a similar role. Jennifer is a graduate of West Virginia University, with a Bachelor of Science Degree in Business Administration.
Jennifer resides in Morgantown with her husband, Mitch, and their three children, Logan, Nathan and Lauren. She and her family are active members of the Morgantown Church of Christ where they have traveled on several mission trips to Honduras. Jennifer is passionate about spending time with family and enjoys learning about health and wellness.
Experienced and Reliable
Financial Strategies with Personalized Guidance
Our firm prides itself on our knowledge, experience and reliability, which should give you a high-level of confidence in the programs and strategies we recommend. Our mission is to provide innovative and practical financial strategies for our valued clients, whether that is:
Experience you can count on
Experts that Care About Your Financial Future
We don’t just provide financial strategies. We draw from our team’s experience, training and knowledge of financial products and services to offer guidance that helps our clients achieve their most important goals. A key to the firm’s professional standard rests in the freedom to use a multitude of financial and investment partners rather than a proprietary platform. Our experience and principled approach allow us to deliver on our promise of personalized service that includes Financial Planning, Asset Management, Income Planning and Estate Planning.
At Huffman & Ross Wealth Management:
