Skip to main content

Header

  • About Us
  • Careers
  • Client Center
  • Contact Us
Search
Home

Header

  • About Us
  • Careers
  • Client Center
  • Contact Us
Search
Client Login
  • WFS Client Portal
  • Charles Schwab
  • Fidelity
  • Pershing
Home
Menu
  • Our Services
  • Meet Our Team
  • News & Insights
  • Blog
Client Login
  • WFS Client Portal
  • Charles Schwab
  • Fidelity
  • Pershing

Articles & Appearances

View Archive by Category

Articles & Appearances
Featured
Financial Planning Focus
Investment Management
Special Release
View Archive by Year

2021

January
1

2020

January
1
February
5
March
4
April
4
May
4
July
4
August
5
September
1
October
2
November
5

2019

January
1
February
4
April
2
May
3
June
1
July
2
August
4
September
1
October
4
November
6
December
3

2018

January
2
March
1
April
3
May
4
July
2
September
7
October
2
November
5

2017

January
1
February
3
March
2
April
1
June
8
July
1
August
2
September
2
October
2
December
4

2016

March
4
April
1
June
2
July
1
August
4
September
2
November
5
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.

Read more
Nov 2020

Kim Cox Recognized in the Women in Wealth Issue of Fortune Magazine

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.

Read more
Oct 2020

Five Star Professional Five Star Wealth Managers

Kimberly A. Cox and Matt Cohen were recognized as Five Star Wealth Managers by Five Star Professional* in October 2020.

Read more
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.

Read more
Aug 2020

News Release: Certified Divorce Financial Analyst® Angela B. Baker Begins Serving Divorcing Couples in Northern Virginia

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®). 

Read more
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.”*

Read more
Jul 2020

Top 300 Registered Investment Advisers

In July 2020, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.

Read more
Apr 2020

BEST PLACES TO WORK FOR FINANCIAL ADVISERS

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.

Read more
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.

Read more
Oct 2019

Five Star Professional Five Star Wealth Managers

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

Read more

Pagination

  • Page 1
  • Next page ››

Sandy Spring Bank A Sandy Spring Bank Company
Serving McLean, Fairfax County and the Washington DC area
2010 Corporate Ridge Road, Suite 530, McLean, VA 22102
703-847-2500

Connect with us on LinkedIn

 

*Not FDIC Insured *No Bank Guarantee *Not a Bank Deposit

*Not Insured by Any Government Agency *May Lose Value

© Copyright 2021 West Financial Services, Inc.

Disclosures