A complete list of active advisors currently associated with West Financial Planning

Warmer can help you find a great advisor at West Financial Planning or one who fits your needs even better.

West Financial Planning serves primarily families and individual clients in the accumulation and distribution phases of life and, on occasion, provides employee-benefit planning for small businesses. The firm centers client relationships on a written comprehensive financial plan and provides ongoing monitoring and investment management tied to that plan. The firm’s investment approach is grounded in Modern Portfolio Theory, with an emphasis on strategic asset allocation implemented largely through passively managed exchange-traded funds, diversification and periodic rebalancing with quarterly reviews. West Financial Planning does not accept discretionary trading authority; investment recommendations are implemented on a non‑discretionary basis and trades are typically executed following client meetings. Noteworthy aspects include that, as of December 31, 2025, the firm reports $4.5 million managed entirely on a non‑discretionary basis with no assets managed on a discretionary basis, a structure that is uncommon among peers. The firm also advises on a broader set of instruments than many similar solo advisors — including variable annuities, permanent life insurance, rental property and certain illiquid REITs — and schedules reviews on individual client anniversaries, which contributes to infrequent, client-directed trading and no trade aggregation.

To learn more about the advisors currently working at West Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.