Our Services

West Financial Services is an independent registered investment advisor (RIA). Independence gives us freedom from constraints that hamper other firms.

When it comes to financial planning, implementation is key. We collaborate with specialists and experts, including insurance providers, attorneys and accountants, to make sure that your financial team is coordinated toward implementation of recommendations.

We offer services for both executives and business owners to help better manage finances and personal wealth.

West Financial Services provides fee-only analysis and evaluation of company retirement plans, including investment options, participation, cost and design.