Westlake Advisors LLC
Westlake Advisors is an independent, fee-only financial advisory firm. We provide comprehensive financial planning services including sound advice on the topics of investments, retirement and estate planning, insurance, and general financial matters. Since taxes have a major impact on all of us, we place a special emphasis on tax planning and include tax preparation.
As your trusted advisor, our mission is to help you make smart choices about your money so you can have the kind of life you want to live. As a NAPFA fee-only planner, we sell only our services, and receive no commissions from the purchase/sale of products.
We have no minimum asset requirement and offer a free initial consultation. Our fee is based on the amount of work you require, rather than the amount of assets you invest.