A complete list of active advisors currently associated with Westbourne Investment Advisors Inc.

Warmer can help you find a great advisor at Westbourne Investment Advisors Inc. or one who fits your needs even better.

Westbourne Investment Advisors provides discretionary portfolio management and financial advisory services to individual and high-net-worth clients, as well as IRAs, trusts, corporate accounts, pension plans, and nonprofit organizations. The firm manages roughly $449 million across several hundred accounts and generally prefers a $100,000 minimum, although smaller or family-linked accounts may be accepted and combined. The firm’s stated investment philosophy is focused on preserving and enhancing clients’ purchasing power through fundamental analysis of domestic and international companies, with typical equity exposures of 60–90% and low turnover (usually under 30% annually). Portfolios are constructed with multi-year holding periods (often three to five years), use shorter-duration fixed income (maturities rarely exceed five years), and may include covered-call writing for a limited subset of experienced clients. A distinguishing feature is the firm’s affiliation with an accounting practice (Werner & Co CPA), which provides separate, fee-based accounting services that clients may elect to use but are not required to engage; the brochure states there are no referral fee arrangements between the firms. The firm also emphasizes operational controls — including daily reconciliation of accounts, use of a dedicated reporting/trading system, and maintaining standing letters of authorization for third-party transfers — and does not participate in wrap programs or accept sales-based compensation for investment products.

To learn more about the advisors currently working at Westbourne Investment Advisors 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.