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Recognitions

West Financial Services | Dec 5, 2019

Top Fee-Only Financial Advisers 2019

Articles & Appearances
Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in December 2019.
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West Financial Services | Oct 30, 2019

Five Star Professional Five Star Wealth Managers - October 2019

Articles & Appearances
Kimberly A. Cox and Brian L. Mackin were recognized as Five Star Wealth Managers by Five Star Professional* in October 2019.
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West Financial Services | Sep 1, 2019

Top Financial Professionals

Articles & Appearances
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
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West Financial Services | Jul 31, 2019

2019 RIA Ranking by Total Assets*

Articles & Appearances
In July, West Financial Services was included in Financial Advisor magazine’s “2019 RIA Ranking by Total Assets.”*
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West Financial Services | Jun 30, 2019

Top 300 Registered Investment Advisers

Articles & Appearances
In June 2019, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.
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West Financial Services | Apr 1, 2019

BEST PLACES TO WORK FOR FINANCIAL ADVISERS 2019

Articles & Appearances
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
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Main Office

2010 Corporate Ridge Road
Suite 530, McLean, VA 22102

Maryland Office

14941 Shady Grove Road
Rockville, MD 20850

Contact

703-847-2500

 

Disclosures

West Financial Services, Inc. (“WFS”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. You should carefully read and review all information provided by WFS, including Form ADV Part 1A, Part 2A brochure and all supplements, and Form CRS.

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