Congratulations to Victoria Henry, CFP®, Laurie Kramer, CFP®, Brian Mackin, CFP®, and Kristan Anderson, CEBS®, CFP® for being named to the Northern Virginia
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In February 2024, West Financial Services was named one of the Best Places to Work for Financial Advisors
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We are pleased to announce that Glen Buco and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in January
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Brian Mackin, Kirstie Martinez, Matt Cohen, Brian Horan, Abigail Just, Jonathan Stolz, Dan Trosch, and Tanya Carson were recognized as Five Star Wealth Managers
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In July, West Financial Services was included in Financial Advisor magazine’s “2020 RIA Ranking by Total Assets.”*
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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
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Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in December 2019.
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Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in December 2019.
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Kimberly A. Cox and Brian L. Mackin were recognized as Five Star Wealth Managers by Five Star Professional* in October 2019.
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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
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In July, West Financial Services was included in Financial Advisor magazine’s “2019 RIA Ranking by Total Assets.”*
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In June 2019, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.
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