A complete list of active advisors currently associated with West Financial Services, Inc.
Warmer can help you find a great advisor at West Financial Services, Inc. or one who fits your needs even better.
West Financial Services, Inc. (WFS) is an SEC‑registered, fee‑only investment adviser that provides discretionary and non‑discretionary investment management, comprehensive and limited financial planning, personalized consulting (including a subscription Foundational Planning program), and retirement plan consulting. The firm serves individuals (including high‑net‑worth clients), retirement and profit sharing plans, charitable organizations, and corporations, managing roughly $2.8 billion across its client relationships. WFS’s investment approach emphasizes diversified, client‑specific asset allocation with a long‑term view, using a core‑and‑satellite equity strategy, laddered fixed‑income allocations, and periodic tactical adjustments informed by both quantitative and qualitative research. Portfolios are generally managed on a discretionary basis, and the firm recommends major custodians (notably Schwab and Fidelity) while disclosing that it may receive institutional platform services from custodians that assist in servicing client accounts. Notable features that distinguish WFS from many peer team firms include its ownership and affiliation structure: WFS has been a wholly‑owned subsidiary of Atlantic Union Bank since 2025 and is affiliated with other bank‑owned entities (including SSB Wealth Management, Inc. and Atlantic Union Municipal Advisors), creating potential referral incentives to the bank and affiliated advisers. The brochure also discloses the use of promoter/referral arrangements (including payment of a portion of management fees and subscription fees for referral programs) and describes policies intended to address related conflicts, such as a formal Code of Ethics and supervisory procedures.
To learn more about the advisors currently working at West Financial Services, Inc., 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.
You can also browse West Financial Services, Inc.'s office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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