At West Financial Services, our clients’ needs are always our first priority. We are focused on providing the highest level of client service based on trust, integrity, privacy, continuity, experience and accessibility.
Degrees of Strength
The professionals at West Financial Services hold a number of industry designations and degrees including Certified Financial PlannerTM (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Employee Benefit Specialist (CEBS), Master of Business Administration (MBA), among others. But more important than the intellectual strength and knowledge that these credentials reflect, our people have substantial real-world experience – the kind that counts when it comes to finding and implementing innovative and practical solutions to meet client needs.
More powerful reasons to choose the WFS team:
- Each client relationship has a team of financial planning and investment management professionals, plus an administrative staff member. This collaborative team provides customized strategies, strong communications and ensures that someone who knows your financial situation is always available.
- Our professionals have more than 175 years of combined wealth management experience. Their expertise is often requested by local and national media to provide insight on financial planning and investment management topics.
- Our firm and professionals have been included in Worth, Wealth Manager, Reuters, and Medical Economics as one of the top wealth managers in the country, and by Northern Virginia and Washingtonian magazine as one of the best in the region.
