A complete list of active advisors currently associated with West Financial Strategies, Inc.

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

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.

To learn more about the advisors currently working at West Financial Strategies, 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.