A fee-only investment advisory firm providing portfolio management and financial planning services.

At West Financial, we take a conservative approach to building and protecting our clients’ wealth and prosperity through customized solutions, financial education, personal attention and honest communication.

1355 Beverly Road, Suite 250, McLean, VA 22101
P: 703.847.2500 • F: 703.847.5050
www.westfinancial.com

FEATURED NEWS

• Recognition

  In November 2012, Glen Buco, Kim Cox and Dana Sippel were listed as Top Money Advisers in the fee-only category in Washingtonian magazine.

• Webinar: Social Security – Maximizing your Retirement Benefit

  Join us Tuesday, May 14, 2013 from 3:00 PM – 4:00 PM EDT for this free webinar: Gain an understanding of Social Security including: What is Full Retirement Age? How Benefits are Calculated Beginning Benefits at Various Ages…and more

• Investment Management – First Quarter 2013

  It was a fitting end to a remarkable quarter for the equity markets.  The Standard and Poor’s 500 Index inched up on the last day of trading to close at an all-time high, four points above the previous record achieved back in October of 2007.  This also marks a significant increase of 135% from the [...]

• Financial Planning Focus – First Quarter 2013

  Articles in this issue:  Planning for Retirement—Factors to Assess at All Ages, Are You Due Life Insurance Proceeds?, Update: Index versus Active—The Rationale Behind a Hybrid Strategy, IRA Contributions and Limits, Qualified Charitable Distributions

• more »