Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in December 2019.
*Washingtonian: Top Fee-Only Financial Planners
To arrive at the names of the area’s top financial advisers—the
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.