FAQs

^FAQs
About Our Firm

• What makes Expedition Wealth Partners different from other advisors?

  A great expedition begins with understanding the destination. At Expedition Wealth Partners, we start by listening—learning your goals, values, and concerns so we can chart the right course together. As your financial guide, we navigate with transparency, precision, and a commitment to long-term partnership—not quick sales. Instead of a one-size-fits-all plan, you’ll receive a carefully mapped strategy tailored to your unique journey, ensuring you move forward with clarity and confidence.

• Who is your typical client?

  We work with individuals, families, and entities who want a clear, long- term plan for their financial future. Many of our clients are professionals, business owners, or retirees who value proactive guidance, tax-efficient strategies, and a personalized experience—not a one-size-fits-all approach.

• Are you a fiduciary?

  Yes, we act as fiduciaries. That means we’re legally and ethically required to always put your best interests first.

• What do all the letters after your names mean?

  Those letters represent professional designations we’ve earned through advanced education, rigorous exams, and ongoing training. They reflect our commitment to providing expert, specialized advice. Here’s what they mean:

  • CFP^® (CERTIFIED FINANCIAL PLANNER^™) – Recognized standard for financial planners, covering comprehensive planning in investments, insurance, retirement, taxes, and estate.
  • CPWA^® (Certified Private Wealth Advisor^®) – Advanced credential for serving high-net-worth clients with complex needs.
  • CRPC^™ (Chartered Retirement Planning Counselor^™) – Specializes in guiding clients through retirement planning.
  • APMA^™ (Accredited Portfolio Management Advisor^™) – Focuses on investment strategies and portfolio construction.
  • CEPA^® (Certified Exit Planning Advisor^®) – Expertise in helping business owners plan for and transition out of their companies.

^FAQs
How We Work With Clients

• How do you get paid?

  We are primarily a fee-based firm. That means we charge a percentage of assets under management (AUM), and for some clients, we may offer flat-fee planning or project-based services. We’re fully transparent about our fees and will walk you through them before any commitment is made.

• Do you sell any financial products or earn commissions?

  We use an open-architecture approach, giving us access to the best solutions across the marketplace—not just proprietary products. While we may earn commissions on certain insurance or annuity solutions, our recommendations always prioritize your best interest, and we disclose all compensation upfront.

• How do you handle potential conflicts of interest?

  We are committed to putting your interests first. As fiduciaries, we are legally and ethically obligated to act in your best interest at all times. We openly disclose any potential conflicts and explain how we address them so you can make informed decisions with confidence.

• Do you offer socially responsible and values-based investing?

  Yes. If aligning your investments with your values is important to you, we can incorporate ESG (Environmental, Social, Governance) or other values-based filters into your portfolio.

• Can you manage my investments, or do you just provide advice?

  Yes — managing investments is a core part of what we do. We believe in building long-term relationships where we handle the investment strategy, so you can focus on living your life.

• Can you help me roll over an old 401(k)?

  Absolutely. We help clients evaluate their rollover options, understand the tax implications, and make sure everything is handled efficiently.

• Do you work with clients virtually?

  Yes, we work with clients both in person and virtually— whatever is most convenient for you. Many of our clients meet with us via secure video or phone calls.

• What happens if I move to another state?

  No problem—we work with clients across the country. Our systems are fully virtual, so we can continue to support you no matter where you live.

• How often will we meet or review my plan?

  We typically meet one to four times per year, depending on the complexity of your situation. Outside of those regular reviews, we're always available whenever life changes or questions come up.

^FAQs
Getting Started

• Is there a cost for the initial consultation?

  No, the initial consultation is complimentary. It’s a chance for us to learn about you, and for you to ask questions and see if our approach aligns with your needs.

• Do I need to have a certain amount of assets to become a client?

  We don’t have a strict minimum, but our services are typically best suited for individuals or families with $250,000 or more in investable assets, or those in need of comprehensive financial planning.

• How do I become a client?

  Becoming a client is simple — just reach out to us to schedule an introductory meeting. We’ll get to know your goals, explain our process, and determine if we’re the right fit for your needs.

• What can I expect in the first meeting?

  The first meeting is a relaxed, no-pressure conversation. We’ll ask about your goals, concerns, and current financial picture, and explain how our process works. It’s all about seeing whether we’re a good fit—there’s no obligation to move forward.

• What do I need to bring to our first meeting?

  Bring any recent financial statements, tax returns, and an idea of your goals or questions. If you’re unsure, don’t worry — we’ll guide you through what we need.

^FAQs
Client Service & Security

• How is my information kept secure?

  We use encrypted, secure platforms to manage client data and communications. Protecting your privacy is a top priority, and we adhere to industry best practices and compliance standards.

• What’s the best way to contact you?

  You can reach us by email or phone, whichever you prefer. We’ll respond promptly and make sure you feel taken care of every step of the way.

  Address:

  6000 Hampton Center

  Suite E

  Morgantown, WV 26505

  Phone: 304-598-0003

  Email: Team@expeditionwealthpartners.com

  Mon-Thurs: 9:00 AM - 5:00 PM

  Friday: 9:00 AM- 4:00 PM

  Contact Us
• How quickly do you respond to questions?

  We strive to respond to all client inquiries within one business day, often sooner. You won’t feel like a number here—we’re committed to being responsive and available when you need us.