News & Insights

Kimberly A. Cox, Brian L. Mackin, Cheryl W. Langston, Brian J. Horan, Matt Cohen, and Abigail E. Just were recognized as Five Star Wealth Managers by Five Star Professional 1 in October 2021.

Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2021 issue.

In July, West Financial Services was included in Financial Advisor magazine’s “2021 RIA Ranking by Total Assets.”*

In March 2021, West Financial Services was named one of the Best Places to Work for Financial Advisers by InvestmentNews based on workplace policies and practices, and satisfaction surveys that measure the employee experience.

Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in January 2021.

Kim Cox appeared in the Women in Wealth* special section of the November 2020 issue of Fortune magazine as a Five Star Wealth Manager winner.

Kimberly A. Cox and Matt Cohen were recognized as Five Star Wealth Managers by Five Star Professional* in October 2020.

Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2020 issue.

In July, West Financial Services was included in Financial Advisor magazine’s “ 2020 RIA Ranking by Total Assets.”*

In July 2020, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.