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West Financial Strategies, Inc.

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Client assets under management

$118,345,791

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Clients

137

34% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

69

High

Average account size

$863,838

About

West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates on a fee‑only basis and manages roughly $121 million in discretionary client assets, offering investment policy statements and tailored advice on cash flow, retirement, education funding, tax planning and estate matters.

The firm’s investment process is a strategic asset‑allocation, core‑and‑satellite approach that emphasizes passive index and ETF exposures for core holdings while selectively adding actively managed funds and individual securities; portfolios are globally diversified. In addition to standard equity and fixed‑income investments, the firm may employ long‑term margin transactions, option writing and borrowing in separately managed accounts as part of its tactical toolset.

Distinctively, the advisory practice is affiliated with an accounting and tax firm under common ownership and coordinates financial planning and tax services with that related firm; for clients with investment balances over $500,000 the advisory firm may pay fees charged by the accounting affiliate on the client’s behalf. The firm does not accept commissions, does not vote client proxies, and performs quarterly account reviews conducted by its advisory team.

Client services

Portfolio management

Expertise

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Active portfolio management

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Fee options

Percentage

$0 - $1,000,000: 0.25% Quarterly $1,000,000 - $2,000,000: 0.20% Quarterly $2,000,000+: 0.125% Quarterly

Other

Account minimum: $100,000 Fee-only: Firm is strictly fee-only (no commissions accepted). Fees are based on percentage of assets under management per tiered schedule.

Main office location

West Financial Strategies, Inc.

301 Court Square

Sanford NC 27330, United States

Number of offices

1

Most active in

More info

North Carolina

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 919-774-8664

Advisors at this firm

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user avatar

Milton W

CFP®

Sanford, NC

West Financial Strategies, Inc.

Milton West is a CFP® professional with 25 years of experience in financial advising. He has been with West Financial Strategies, Inc. since 1998 and also serves as the president and sole owner of M. Lee West, CPA, P.A., a CPA firm he founded in 1986. Outside of his advisory role, he is a managing partner in a company that holds title to a motorboat and boat slip. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index funds and ETFs as the core, complemented by selective active funds and securities, managing approximately $106 million in discretionary assets.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Active portfolio management
user avatar

Charles V

PFS™

Sanford, NC

West Financial Strategies, Inc.

Charles Von Canon is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with West Financial Strategies, Inc. since 1998 and is also vice-president and manager at M. Lee West, CPA, a CPA firm. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and securities, managing approximately $106 million in discretionary assets.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Active portfolio management
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