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West Financial Services

2010 Corporate Ridge Road, Suite 530
McLean Virginia 22102

Q: How does the West Financial Services team take care of your clients’ needs?

A: West Financial Services is dedicated to taking a conservative and ethical approach to growing and protecting clients’ wealth and prosperity. Since 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for clients and offering financial planning, investment management and personal consulting services. Our retirement plan consulting services help plan sponsors and trustees meet their fiduciary obligations.

Each member of our team embraces the importance of what their role means for clients, bringing planning excellence, investment discipline and personal service. Though every client is different, there is a common theme: They come to West Financial Services when they are in need of support and coordination of various facets of their financial lives.

Q: What makes the West Financial Services team stand out from the crowd?

A: In a profession where the people behind a company are as important as the company itself, West Financial is staffed by a team of skilled and experienced financial professionals. The West team members are responsible for crafting your financial plans, selecting your investments, answering questions and guiding you through the financial decisions we all face. At West, we quietly go about meeting the needs of our clients with the expectation that each relationship will be guided by the following principles: Be Responsive in Every Way, Make It Your Own, Always Take the Extra Step, Always Do What is Right and Take the Long View.


  • Five Star Professional Five Star Wealth Managers 2021
  • Northern Virginia Magazine Top Financial Professionals 2021
  • InvestmentNews Best Places to Work for Financial Advisors 2021
  • Washingtonian Magazine Top Fee-Only Financial Planners 2021