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 provides personalized financial planning, investment management, and pension consulting to individuals (including high‑net‑worth clients), trusts, estates, small‑ to mid‑size businesses, non‑profits, and retirement plans. The firm delivers these services on either a discretionary basis or, when appropriate, as stand‑alone financial planning or consulting engagements. The firm follows a strategic asset allocation process using a core‑and‑satellite approach—passive index and ETF holdings as the core with selectively added active managers—and tailors portfolios to each client’s risk tolerance, time horizon, tax considerations, and liquidity needs. It also supports employers and plan sponsors with ERISA fiduciary due diligence, participant education and enrollment sessions, and can manage held‑away retirement accounts by leveraging third‑party access providers to implement allocations and rebalancing. WestHill is notable among peers for operating from multiple offices (12 locations) while maintaining formal employee and participant education programs, including group enrollment and periodic newsletters and workshops for plan participants. The firm also discloses and uses operational workarounds that are less common among peers—such as managing held‑away plan assets through third‑party access providers and permitting client‑authorized borrowing/margin in separately managed accounts—with specific disclosures about the timing, execution, fee and cybersecurity implications of those arrangements.

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.