Recognition

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.

The Institute for Divorce Financial Analysts™ (IDFA™) is pleased to announce that Angela Baker, Relationship Manager with West Financial Services in McLean, Virginia, recently completed a specialized educational program in professional divorce analysis and is now a Certified Divorce Financial Analyst^® (CDFA^®). 

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.

In April 2020, 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 December 2019.

Kimberly A. Cox and Brian L. Mackin were recognized as Five Star Wealth Managers by Five Star Professional* in October 2019.

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 2019 issue.

In July, West Financial Services was included in Financial Advisor magazine’s “2019 RIA Ranking by Total Assets.”*

In June 2019, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.

In April 2019, 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.

Kimberly A. Cox, CFP® was recognized as a Five Star Wealth Manager by Five Star Professional* in October 2018.

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 2018 issue.

In July, West Financial Services was included in Financial Advisor magazine’s “2018 RIA Ranking by Total Assets.”*

In April 2018, West Financial Services was honored with the Above and Beyond Award* presented by Employer Support of the Guard and Reserve (a Department of Defense program) State Committees to recognize employers at the local level who have gone above and beyond the legal requirements of the Uniformed Services Employment and Reemployment Rights Act.

In March 2018, 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.

In January 2018, Glen Buco and Kimberly Cox were listed as top fee-only financial advisers* in Washingtonian magazine.

In October 2017, Glen Buco, Kimberly Cox, and Kirstie Martinez received the Patriot Award* presented by Employer Support of the Guard and Reserve (a Department of Defense program) Chairman. This award was given based on the support they provided to an employee during her spouse’s deployment overseas in the U.S. Army Reserve.

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 2017 issue.

In July, West Financial Services was included in Financial Advisor magazine’s “2017 RIA Ranking by Total Assets.”*

In June 2017, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.

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 2016 issue.

In July, West Financial Services was included in Financial Advisor magazine’s “2016 RIA Ranking by Total Assets."*

In June 2016, the Financial Times recognized West Financial Services as one of the "300 Top Registered Investment Advisers in the U.S."*

In April 2016, Glen Buco and Kimberly Cox were listed as top fee-only financial advisers* in the Washingtonian.