Glen is the firm’s director of consulting services and specializes in planning for transition into retirement, ageing issues, and tax efficient investment management. His clients include executives of public and private companies, business owners, and retirees. Glen is the co-founder of West Financial Services and has over 40 years of experience in investment management and personal financial planning. Previous positions at West Financial Services include president, chief investment officer, and director of financial planning. Glen is a senior vice president at Sandy Spring Bank.
Glen earned his bachelor’s in Political Science at West Virginia University and is a CERTIFIED FINANCIAL PLANNER™ professional, having earned that designation in 1986. He is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Washington D.C. Estate Planning Council, and the Washington Association of Money Managers (WAMM).
Glen was recognized by Washingtonian magazine as a member of the Top Wealth Adviser 2023 Hall of Fame for being named a Top Fee-Only Financial Planner1 (2024) at least 8 times out of the past 14 years. He was also listed a Top Financial Professionals2 in Northern Virginia Magazine (2023).
Glen lives in Potomac, Maryland, and enjoys spending time with family, reading, going for a run, practicing yoga, and cheering on the Washington Capitals.
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News From Glen J. Buco, CFP®
1Washingtonian: Top (Fee-Only) Financial Advisers
To arrive at the names of the area’s top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “best adviser” tag — the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. The “best adviser” names on this list are the people who received the strongest recommendations. Most of the “best advisers” are at smaller, independent firms. The surveying process does not turn up as many names at large banks and brokerages. One reason is that banks and brokerages sometimes keep more work in-house—and if a financial adviser isn’t referring clients to outside professionals, that adviser might not have a network that earns peer votes.
2Northern Virginia Magazine: Top Financial Professionals
To compile the Top Financial Professionals list, Northern Virginia Magazine enlisted input from the Certified Financial Planner Board of Standards, Inc. which grants and upholds the CFP® designation as the recognized standard of excellence in personal financial planning. Using data provided by the CFP Board, they asked CFP® certificants and other finance professionals in Northern Virginia to nominate peers.