A complete list of active advisors currently associated with Westface Financial Advisory

Warmer can help you find a great advisor at Westface Financial Advisory or one who fits your needs even better.

Westface Financial Advisory is a state‑registered advisory firm that serves individual and high‑net‑worth clients, managing about $40.8 million across roughly 57 client relationships while offering financial planning, investment management, and financial consultation. The firm also operates college‑planning services and maintains an insurance agency under the Westface brand, providing implementation options that include insurance products sold through licensed representatives. For investment management, the firm typically builds portfolios using no‑load or load‑waived mutual funds, ETFs and unit investment trusts, and provides both discretionary and non‑discretionary management, including the use of model portfolios available through the Altruist Model Marketplace. Its methods of analysis include fundamental, technical and cyclical approaches, and the firm directs clients to custody with a recommended custodian (Altruist), a structure that involves firm‑paid model fees the firm discloses. Distinctive features include the combination of advisory services with active insurance brokerage and college‑planning offerings, and the fact that representatives may receive commissions on insurance sales — a conflict of interest that is relatively uncommon among similar supported firms. The firm is a small, sole‑owner advisory practice that relies on a third‑party model marketplace and absorbs model fees, creating an incentive dynamic the firm addresses through disclosure and fiduciary procedures.

To learn more about the advisors currently working at Westface Financial Advisory, 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.