A complete list of active advisors currently associated with Westhill Financial Advisors, Inc.

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

WestHill Financial Advisors serves individuals (including high-net-worth clients), trusts and estates, small- to mid-size businesses, non-profits, endowments, and pension and profit-sharing plans, delivering personalized financial planning, investment management, pension consulting, and business consulting. The firm provides both discretionary portfolio management and project-specific financial planning or consulting engagements, and supports plan sponsors with investment due diligence and plan design guidance. The firm emphasizes strategic asset allocation using a core-and-satellite approach—passive index and ETF core holdings supplemented by active managers where opportunities exist—and tailors allocations to each client’s risk tolerance, time horizon, liquidity needs, and tax considerations. WestHill monitors and rebalances portfolios, may recommend or oversee unaffiliated third‑party managers (including through Schwab Managed Account Services), and offers services on discretionary and non‑discretionary bases. Notable distinctions include a multi‑office footprint (12 offices), a formal program of employee and participant education and periodic workshops for retirement-plan clients, and the firm’s documented fiduciary role for plan sponsors (including services described under ERISA Sections 3(21) and 3(38)). The firm also permits client‑authorized borrowing/margin in separately managed accounts when appropriate, a practice it leaves to client discretion and documents in account agreements.

To learn more about the advisors currently working at Westhill Financial 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.