West Financial Services, Inc.

Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. West Financial Services (WFS) offers a range of services including financial planning and investment management for individuals, families, businesses, foundations, and associations. Our experienced teams genuinely care about your needs and aim to develop meaningful long-term relationships. WFS’ commitment to quality, discipline, and personal service has helped us grow to approximately $2 billion* in assets under management. Our professional staff has earned the CFP®, CFA, CEBS®, CIMA® or CPWA® designations.

Our disciplined approach to financial planning helps clients set and prioritize their goals towards specific planning outcomes. We scale the planning engagement to meet each client’s individual needs.  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. The decisions we make and the advice we provide reflect our belief and responsibility to "do the right thing." 

*As of June 30, 2023

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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