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 a fee-only, SEC-registered investment adviser that serves individuals (including high net worth clients), retirement and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary investment management, comprehensive and limited financial planning, personalized consulting (including legacy, philanthropic and venture deal analysis), retirement plan consulting, and a subscription-based Foundational Planning program. WFS builds diversified, tailored portfolios using an asset-allocation framework, a core-and-satellite approach for equities, and a laddered, quality-focused fixed income strategy, with an emphasis on a long-term, research-informed view and periodic tactical adjustments. Portfolio management is typically discretionary, includes at least quarterly reviews, and is coordinated with clients’ tax, estate, and other professional advisors as appropriate. The firm has been a wholly-owned subsidiary of Atlantic Union Bank since 2025 and is affiliated with the bank’s wealth and municipal advisory subsidiaries, which gives rise to referral relationships with affiliated banking and trust services — a conflict the brochure discloses and says it manages through its Code of Ethics and supervisory controls. WFS manages roughly $2.84 billion across its client relationships and combines standard multi-team services with less-common features for its peer group, such as the subscription Foundational Planning offering and bespoke consulting for high net worth and business-owner clients.
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.
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