Awards, Publications, Articles & Appearances
November 2012
In November 2012, Glen Buco, Kim Cox and Dana Sippel were listed as Top Money Advisers in the fee-only category in Washingtonian magazine.
September 2012
In September 2012, Northern Virginia magazine recognized President and CIO Glen J. Buco, CFP®; COO and Director of Consulting Services Kimberly A. Cox, CFP®; Relationship Manager Dana Sippel, CFP®,CPA; and Director of Retirement Planning Services Kristan L. Anderson, CFP®, CEBS® among the top retirement planning and investment advisors in the Greater Washington, D.C., area.
In September, AdvisorOne.com recognized West Financial Services, Inc. as one of the nation’s “Top Wealth Managers.”
In September 2012, WFS was listed as one of Washington’s Premier Wealth Advisors by NABCAP (National Association of Board Certified Advisory Practices) in the Washington Business Journal.
July 2012
In July 2012, Financial Advisor magazine, “2012 RIA Ranking by Total Assets”
May 2012
According to this list by Investment News, WFS is #4 of 89 RIAs in Virginia, based on Discretionary AUM.
November 2011
In November 2011, Medical Economics recognized Relationship Manager Dana G. Sippel, CFP®, CPA as one of the nation’s best Financial Advisors for Doctors.
October 2011
WFS was featured in the October 24, 2011, issue of Forbes magazine.
September 2011
In September 2011, West Financial Services was listed as one of Washington’s Premier Wealth Advisors by NABCAP (National Association of Board Certified Advisory Practices) in the Washington Business Journal.
August 2011
AdvisorOne.com recognized West Financial Services, Inc. as one of the nation’s “Top Wealth Managers.”
July 2011
Financial Advisor magazine, “Top Registered Investment Advisors.”
April 2011
Northern Virginia magazine recognized President and CIO Glen J. Buco, CFP®; COO and Director of Consulting Services Kimberly A. Cox, CFP®; and Director of Retirement Planning Services Kristan L. Anderson, CFP®, CEBS® among the top retirement planning and investment advisors in the Greater Washington, D.C., area.
December 2010
InvestmentNews the weekly investment publication for financial advisors, ranked West Financial Services 26th among the nation’s Top 50 Financial Planning firms.
Medical Economics has recognized Dana G. Sippel,a Relationship Manager as one of the “Best Financial Advisors for Doctors” in the country.
•Link to Release
November 2010
Press Release, Glen Buco is recognized by Washingtonian Magazine as one of the top financial planners and wealth advisers in the Greater Washington D.C. area.
•Link to Release
Washingtonian Magazine, Advertorial
•Link to Ad
July 2010
Financial Advisor magazine, “Top Registered Investment Advisors”
Wealth Manager magazine, “Top Wealth Managers”
September 2009
Medical Economics, “Top 150 Financial Advisors for Doctors”
•Dana G. Sippel, CPA, CFP®
July 2009
Wealth Manager, West Financial Services ranked in the top 175 on Wealth Manager magazine’s annual list of the Top 500 Wealth Managers nationwide
June 2009
Northern Virginia Magazine, “Expert Financial Advisors” in Northern Virginia
•Glen J. Buco, CFP®
•Kimberly A. Cox, CFP®
January 2009
Washingtonian Magazine, “Finding Good Financial Help,” by Deborah Knuckey & Sherri Dalphonse
•Glen J. Buco, CFP®
December 2008
News Channel 8, “Live This Morning”
•Glen J. Buco, CFP® offered advice and market insight in the wake of the Bernard Madoff scandal
Washington Post, “With Out-of-Pocket Medical Expenses Rising, It Might Be Time for Insurance Change,” by Nancy Trejos
•Susan E. Hamilton, CFP® offered financial planning advice to a local reader
November 2008
Washington Post, “Well Into Retirement and Caught Short on Income,” by Nancy Trejos
•Kimberly A. Cox, CFP® offered financial planning advice to a local retiree.
•Link to Article
October 2008
Worth Magazine, “Top 250 Wealth Advisors,” by Douglas McWhirter
•Glen J. Buco, CFP®
WNYC 93.9FM, “Take Away” Radio Show
•Glen J. Buco, CFP®
Washington Post, “The Latest Bad News For Your 401(k),” by Annys Shin
•Kristan L. Anderson, CEBS®, CFP® offered retirement planning advice for local readers.
•Link to Article
Washington Post, “Adjusting Your Investment Mix Near Retirement Makes Sense – If You Don’t Overreact,” by Nancy Trejos
•Susan E. Hamilton, CFP® offered financial planning advice to a local retiree.
•Link to Article
November 2007
Reuters AdvicePoint, “Top Advisers for 2008″
•Kimberly A. Cox, CFP®
October 2007
Worth Magazine, “Top 100 Wealth Advisors”, by Judy Martel
•Glen J. Buco, CFP®
July 2005
Bloomberg Wealth Manager, “Adviser Force, Bloomberg’s Top Wealth Managers,” by Kieran Beer with research by Joelle Quinones
•West Financial Services, Inc. ranked in the top 150 on Bloomberg Wealth Manager magazine’s annual list of the Top 500 Wealth Managers nationwide
July 2004
Bloomberg Wealth Manager, “The Champions, Bloomberg’s Top Wealth Managers,” by Kieran Beer and Shifra Ansonoff
•West Financial Services, Inc. ranked in the top 150 on Bloomberg Wealth Manager magazine’s annual list of the Top 200 Wealth Managers nationwide
August 2003
Bloomberg Wealth Manager, “Top Dogs, Bloomberg’s Top Wealth Managers,” by Kieran Beer and Shifra Ansonoff
•West Financial Services, Inc. ranked in the top 100 on Bloomberg Wealth Manager magazine’s annual list of the Top 200 Wealth Managers nationwide
December 2002
Washingtonian Magazine, “Top of Their Game,” by Deborah Knuckey
•Glen J. Buco, CFP®
Mutual Funds, “100 Top Advisors”
•Glen J. Buco, CFP®
August 2002
Bloomberg Wealth Manager, “Best in Show, Bloomberg’s Top Wealth Managers,” by Kieran Beer and Shifra Ansonoff
•West Financial Services, Inc. ranked in the top 150 on Bloomberg Wealth Manager magazine’s annual list of the Top 150 Wealth Managers nationwide
Investment Advisor, “Keeping the Faith,” by Cort Smith
•Glen J. Buco, CFP®
February 2002
TheStreet.com, “Meet the Street: Market for Homes Still Favors Sellers,” by Lee Barney
•Glen J. Buco, CFP®
•Link to Article
