Sep 2021
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 2021 issue.
Jul 2021
2021 RIA Ranking by Total Assets*
In July, West Financial Services was included in Financial Advisor magazine’s “2021 RIA Ranking by Total Assets.”*
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.
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.