Jan 2021
Top Fee-Only Financial Advisers
Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in January 2021.
Kimberly A. Cox and Matt Cohen were recognized as Five Star Wealth Managers by Five Star Professional* in October 2020.
Sep 2020
Top Financial Professionals
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®).
Jul 2020
2020 RIA Ranking by Total Assets*
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.
Dec 2019
Top Fee-Only Financial Advisers
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.