About Us

C. Brent Wilmoth

Retirement Planning Specialist

C. Brent Wilmoth is a Wharton School of Business Retirement Planning Specialist. He is the President of Community First scholarship fund. His commitment to his community includes, Past Fund Raising Chair for the Growing Up Fun playground project, and Chairman of the Board for Chestnut Mountain Ranch. Brent is the Chair for WVU Children's Hospital, State of Minds Capital campaign. Brent has been in the Financial Planning Industry since 1999, he specializes in Income Strategies. Brent is married to the former Deedee Walker and they reside in the Smithtown Community of Morgantown with their son, Brody.

Experience you can count on...

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Whether it's developing a retirement plan for the future, creating a customized executive benefits program for a business, implementing a needs-based protection strategy, or preparing a detailed asset allocation analysis, our mission is to provide innovative and practical financial strategies for our valued clients.

Our firm prides itself on professional excellence and reliability, which should give you a high-level of confidence in the programs and strategies we recommend and can implement.

We can offer a variety of financial products and services that are designed to help you plan for, build, and achieve the financial future you want.
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.