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3008 E. Cumberland Road
Bluefield, WV 24701
PH: 304 327 0401
TF: 855 462 0401
FX: 304 327 0499

Team

Our advisors represent a wide range of financial disciplines, enabling us to take a holistic approach to your needs and provide comprehensive investment and planning services tailored for you. We have built alliances with other financial professionals, including CPAs and attorneys, to ensure all aspects of your finances are properly aligned and your financial objectives remain in focus.

 
Michael Patton is a CERTIFIED FINANCIAL PLANNER Professional who works closely with clients to help formulate an investment strategy based on their needs. Once a strategy is put in place, Michael works closely with clients to monitor...

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Matthew Martin is a financial advisor who works closely with clients to evaluate their goals and plan strategies to meet those said needs. With over 16 years of experience in the industry, Matthew specializes in working with high net...

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Greg DeGray

LPL Client Services Associate, AAMS®

(304) 327-0401

(304) 327-0499

Greg DeGray works closely with the IPA team to address the needs of their clients and help them pursue their financial goals. Greg enjoys working with a variety of people and helping them overcome any financial hurdles they face. Greg...

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Kirstin N. Chmara

LPL Client Services Associate

(304) 327-0401

(304) 327-0499

Kirstin Chmara is a financial associate who specializes assisting advisors in long-term care and investment planning. Prior to joining Investment Planning Advisors, Kirstin was with First Community Wealth Management and Scott &...

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