News & Insights

Matt Cohen appeared in the Wealth Managers Under 40* special section of the February/March 2023 issue of Fortune magazine as a Five Star Wealth Manager winner. Learn more about Fortune’s Five Star Professional Wealth Managers Under 40.>>

Glen Buco was recognized by Washingtonian magazine on the 2023 Hall of Fame list of Top Fee-Only Financial Planners* in the February 2023 issue. *Washingtonian: Top Fee-Only Financial Planners To arrive at the names of the area’s top financial advisers — the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “best adviser” tag—the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research

Matt Cohen, Brian Horan, Abigail Just, Brian Mackin, Kirstie Martinez, and R. Jonathan Stolz were recognized as Five Star Wealth Managers by Five Star Professional in November 2022.

Victoria Henry, Glen Buco, and Kristan Anderson were named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2022 issue.

Glen Buco, Brian L. Mackin, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in March 2022.

Kimberly A. Cox, Brian L. Mackin, Cheryl W. Langston, Brian J. Horan, Matt Cohen, and Abigail E. Just were recognized as Five Star Wealth Managers by Five Star Professional1 in October 2021.

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.

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.

Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in January 2021.