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, fee‑only investment management and financial planning advice to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, managing roughly $121 million in discretionary client assets. The firm operates with a two‑advisor team and documents client goals through written investment policy statements and tailored agreements. Its investment approach uses strategic asset allocation with a core‑and‑satellite structure—passive index and ETF funds typically form the core while actively managed funds and individual securities serve as satellites—and portfolios are globally diversified to address risk. The firm also discloses that it may employ long‑term margin (borrowing) in separately managed accounts and option writing where appropriate, and it accepts limited trading authority to implement client objectives. West Financial Strategies is affiliated with an accounting and tax practice (M. Lee West, CPA, P.A.), referring tax and formal planning work to that related firm and, for clients with account balances over $500,000, paying associated accounting or tax fees on the client’s behalf, a relationship structure that is less common among peers. The firm recently reported regulatory assets above $100 million and transitioned to SEC registration, maintains client custody with independent custodians, and does not vote client proxies.

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.