About WV Financial Advisor, LLC


Independent, West Virginia Owned Small Business


WV Financial Advisor, LLC is a locally owned, independent registered investment adviser based in Clarksburg, West Virginia. Founded by Matthew Dettman, ChFC® in 2025, the Firm delivers personalized, fiduciary financial advice to individuals, families, and small business owners—especially those looking for honest guidance without the noise.

With over a decade of financial experience and a Master’s in Business Data Analytics, Matthew combines financial planning expertise with a deep understanding of data to help West Virginians make informed, confident financial decisions.

WV Financial Advisor, LLC isn’t a giant firm, and we don’t want to be. We’re a small business committed to helping others thrive.


Our Mission

To democratize financial planning by providing inclusive, affordable, and actionable financial advice to individuals and families of all income levels—empowering them to make confident decisions and build lasting wealth. We also collaborate with small businesses to offer meaningful retirement benefits that strengthen employee loyalty and community impact.


Core Values

  • Democratized Financial Advice: We believe high-quality financial guidance should be available to everyone, not just the wealthy.
  • Financial Inclusion: We are committed to serving individuals regardless of income, background, or zip code—ensuring no one is left out of the financial conversation.
  • Equitable Empowerment: We help level the playing field so that everyone has the opportunity to build wealth, take control of their finances, and shape their future.
  • Accessible Literacy & Planning: We combine education and personalized advice to uplift underserved communities with practical, actionable financial guidance.


Code of Ethics

We’ve adopted the American College of Financial Services Code of Ethics.


Meet with a Financial Advisor




Important Info: WV Financial Advisor, LLC is a Registered Investment Adviser (“RIA”) in the state of West Virginia. An investment adviser provides advice or guidance about securities investments for a fee. Investment adviser representatives (“IAR”) are regulated professionals whose primary duty is to act in the best interest of their Clients, adhering to a fiduciary standard. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where the “RIA” and its “IARs” are properly licensed or exempt from licensure. The information provided is for educational purposes only and should not be considered investment,tax or legal advice. Please consult a qualified financial professional before making financial decisions. Investments are subject to market loss, and there can be no guarantee of future performance expectations. This information has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about the Firm is available on the SEC’s website at www.adviserinfo.sec.gov. If you have any questions about the company, please contact us.