West Financial Services, Inc.

Since our inception in 1982, we have provided objective, comprehensive financial planning and investment management for individuals, businesses and associations on a Fee-Only basis. We currently manage more than $950 million in assets and throughout the years we have consistently received national recognitions in publications such as Medical Economics, Worth, and Wealth Manager. Each member of our professional staff has earned the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Analyst® (CFA) Charterholder or Certified Public Accountant (CPA) designation.

Our disciplined approach to financial planning will guide clients through the prioritization of their short and long-term goals and the process of financial planning. Whether discussing individual issues, such as retirement cash flow and estate planning, or developing an integrated plan, our experienced planners assist clients in achieving their goals

Our investment management strategy stresses diversified portfolios that are tailored to each client’s individual circumstances. We primarily use individual bonds for the fixed income portion of the portfolio and for the equity portion we use index funds, actively managed funds and individual equity positions
Submit

Advisors at this Office

Associates at this Office

Submit

This Office

2010 Corporate Rdg Ste 530 McLean, VA 22102-7853 Phone: (703) 847-2500 Fax: (703) 847-5050

Primary Office

2010 Corporate Rdg Ste 530 McLean, VA 22102-7853 Phone: (703) 847-2500 Fax: (703) 847-5050