Q: How does the West Financial Services team take care of your clients’ needs?
A: Since 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for clients, offering financial planning, investment management and personal consulting services. Our retirement plan consulting services help plan sponsors and trustees meet their fiduciary obligations.
Though every client is different, there is a common theme: They come to West Financial Services when they need support and coordination of their financial lives. Our approach is to get to know every client personally. We ask a lot of questions, such as how do they feel about their current savings, taxes, income, etc.? What do they wish to accomplish with their money? What does retirement look like to them? What kind of legacy do they want to leave? We then help clients meet their financial goals by analyzing all this information and offering insights based on our years of experience and knowledge.Â
Q: What makes the West Financial Services team stand out from the crowd?
A: Our people make all of the difference in a profession where the people behind a company are as important as the company itself. West Financial is staffed by a team of skilled and experienced financial professionals, who are detail-oriented and committed to our clients with compassion and empathy. We create specific narratives for each financial plan and we research and implement investment portfolio decisions as a team. Clients always have a team member available to answer questions and guide them through the financial decisions we all face.
Awards/Honors:
Five Star Professional Five Star Wealth Managers 2024
Northern Virginia Magazine Top Financial Professionals 2024
InvestmentNews Best Places to Work for Financial Advisors 2024
Washingtonian Magazine Top Fee-Only Financial Planners 2024