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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Hoxton Planning & Management LLC

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Shepherdstown, WV
Hoxton Planning & Management LLC

Hoxton Planning & Management, LLC (“HPM”) is an SEC registered investment adviser.

08/26/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

08/20/2026

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus fiction can make a meaningful difference in how you prepare for the future. Swipe through for a few retirement myths and the realities behind them.

If you have questions about your retirement strategy or want to explore your options, contact us today. Our team is here to help you build a plan designed for your future.

08/13/2026

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-term financial stability for your family. If leaving a lasting legacy is one of your goals, there are a few fundamental steps to consider. Swipe to learn more.

Building generational wealth takes time, consistency, and thoughtful planning, and you do not have to navigate it alone. Contact us today to start creating a personalized strategy designed for your family’s future.

08/04/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

If you have questions about your current investment strategy or want to ensure you’re aligned with your long-term goals, call us today. We’re here to help you stay focused on what matters most.

07/28/2026

When it comes to retirement income, balance is key. The goal is not only to enjoy the lifestyle you have worked hard for but also to ensure your financial strategy can withstand changing market conditions over time. Swipe through to learn more about guardrails and flexible income strategies in retirement.

Retirement income planning is not one-size-fits-all. Flexibility can play a key role in helping your plan stay on track. Call us today if you would like to review your current strategy or explore your options.

07/21/2026

A successful retirement plan is not just about how much you have saved. It is also about how you structure your income and expenses. Understanding the difference between essential and discretionary spending can help create a more resilient and adaptable financial strategy. Swipe through to learn more.

By organizing your spending, you can better protect what matters most while maintaining the ability to adjust as needed. If you would like guidance on structuring your retirement income plan, call us to learn more.

07/16/2026

Cash reserves, funds set aside for unexpected expenses or short-term needs, can play an important role in an overall financial strategy, especially when it comes to preparing for the unexpected. Swipe through for a closer look at what they are and why they may matter.

If you would like help evaluating whether your cash reserve strategy fits your overall financial picture, give us a call. We are happy to help.

07/14/2026

Retirement planning is about more than just hitting a savings goal. Markets fluctuate, expenses evolve, and your needs may shift over time, making flexibility an important part of any long-term strategy. Swipe through to learn more about adaptability and withdrawal strategies in retirement planning.

A thoughtful, flexible approach can help support both your lifestyle and long-term financial stability. If you would like to discuss your retirement income strategy, call us to start the conversation.

07/03/2026

Happy Fourth of July!

Two hundred and fifty years of liberty is worth celebrating with everything you have got. Our team hopes you have a patriotic and joyful celebration.

Please note that the office will be closed on Friday, July 3rd, in observance of Independence Day. We will be back after the holiday weekend and look forward to connecting with you soon.

06/19/2026

When deciding where to hold cash for short-term needs, many investors consider money market funds. These funds are designed to help manage short-term cash with an emphasis on stability and liquidity. Swipe through to learn more.

If you would like to review whether a money market fund aligns with your cash management strategy or short-term financial goals, call us to discuss your overall strategy.

Address

8530 Shepherdstown Pike
Shepherdstown, WV
25443

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+13048762619

Website

http://www.hoxtonpm.com/

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