Top Financial Professionals September 2024
Congratulations to Victoria Henry, CFP®, Laurie Kramer, CFP®, Brian Mackin, CFP®, and Kristan Anderson, CEBS®, CFP® for being named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2024 issue.
*Northern Virginia: Top Financials Professionals
To compile the Top Financial Professionals list, Northern Virginia Magazine sent surveys to Northern Virginia financial professionals asking them to recommend other financial professionals whom they would refer to friends and family. Our editorial staff then vetted those nominated to compile the
Best Places to Work for Financial Advisors 2024
In February 2024, West Financial Services was named one of the Best Places to Work for Financial Advisors by InvestmentNews* in the medium employer category (30-49 U.S. employees) based on workplace policies and practices, and satisfaction surveys that measure the employee experience.
Top Fee-Only Financial Advisers 2024
We are pleased to announce that Glen Buco and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in January 2024. This is not a new recognition for Glen or Victoria as both have been named to the list for the last several years, however, Glen and Victoria are grateful to their peers in the financial community each year for the nomination. The Washingtonian describes the process of choosing honorees on their website as follows:
Five Star Professional Five Star Wealth Managers - November 2023
Brian Mackin, Kirstie Martinez, Matt Cohen, Brian Horan, Abigail Just, Jonathan Stolz, Dan Trosch, and Tanya Carson were recognized as Five Star Wealth Managers by Five Star Professional* in November 2023.
Top Financial Professionals September 2023
Kristan Anderson, Glen Buco, and Victoria Henry were named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2023 issue.
Matt Cohen Recognized in the Wealth Managers Under 40 Issue of Fortune Magazine March 2023
Matt Cohen appeared in the Wealth Managers Under 40* special section of the February/March 2023 issue of Fortune magazine as a Five Star Wealth Manager winner.
Learn more about Fortune’s Five Star Professional Wealth Managers Under 40.>>
Top Financial Advisers 2023 Hall of Fame
Glen Buco was recognized by Washingtonian magazine on the 2023 Hall of Fame list of Top Fee-Only Financial Planners* in the February 2023 issue.
*Washingtonian: Top Fee-Only Financial Planners
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
Five Star Professional Five Star Wealth Managers - November 2022
Matt Cohen, Brian Horan, Abigail Just, Brian Mackin, Kirstie Martinez, and R. Jonathan Stolz were recognized as Five Star Wealth Managers by Five Star Professional in November 2022.
Top Financial Professionals September 2022
Victoria Henry, Glen Buco, and Kristan Anderson were named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2022 issue.
Top Fee-Only Financial Advisers 2022
Glen Buco, Brian L. Mackin, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in March 2022.
Five Star Professional Five Star Wealth Managers - October 2021
Kimberly A. Cox, Brian L. Mackin, Cheryl W. Langston, Brian J. Horan, Matt Cohen, and Abigail E. Just were recognized as Five Star Wealth Managers by Five Star Professional1 in October 2021.
Top Financial Professionals
Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2021 issue.
2021 RIA Ranking by Total Assets*
In July, West Financial Services was included in Financial Advisor magazine’s “2021 RIA Ranking by Total Assets.”*
Best Places To Work For Financial Advisers 2021
In March 2021, West Financial Services was named one of the Best Places to Work for Financial Advisers by InvestmentNews based on workplace policies and practices, and satisfaction surveys that measure the employee experience.
Top Fee-Only Financial Advisers 2021
Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in January 2021.
Kim Cox Recognized in the Women in Wealth Issue of Fortune Magazine
Kim Cox appeared in the Women in Wealth* special section of the November 2020 issue of Fortune magazine as a Five Star Wealth Manager winner.
Five Star Professional Five Star Wealth Managers - October 2020
Kimberly A. Cox and Matt Cohen were recognized as Five Star Wealth Managers by Five Star Professional* in October 2020.
Top Financial Professionals 2020
Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2020 issue.
2020 RIA Ranking by Total Assets*
In July, West Financial Services was included in Financial Advisor magazine’s “2020 RIA Ranking by Total Assets.”*
Top 300 Registered Investment Advisers
In July 2020, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.
BEST PLACES TO WORK FOR FINANCIAL ADVISERS 2020
In April 2020, West Financial Services was named one of the Best Places to Work for Financial Advisers* by InvestmentNews based on workplace policies and practices, and satisfaction surveys that measure the employee experience.
Top Fee-Only Financial Advisers 2019
Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in December 2019.
Five Star Professional Five Star Wealth Managers - October 2019
Kimberly A. Cox and Brian L. Mackin were recognized as Five Star Wealth Managers by Five Star Professional* in October 2019.
Top Financial Professionals
Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia magazine’s Top Financial Professionals* listing which was featured in the September 2019 issue.
2019 RIA Ranking by Total Assets*
In July, West Financial Services was included in Financial Advisor magazine’s “2019 RIA Ranking by Total Assets.”*
Top 300 Registered Investment Advisers
In June 2019, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.
BEST PLACES TO WORK FOR FINANCIAL ADVISERS 2019
In April 2019, West Financial Services was named one of the Best Places to Work for Financial Advisers* by InvestmentNews based on workplace policies and practices, and satisfaction surveys that measure the employee experience.
Five Star Professional Five Star Wealth Managers - October 2018
Kimberly A. Cox, CFP® was recognized as a Five Star Wealth Manager by Five Star Professional* in October 2018.
Top Financial Professionals
Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2018 issue.
2018 RIA Ranking by Total Assets
In July, West Financial Services was included in Financial Advisor magazine’s “2018 RIA Ranking by Total Assets.”*
Above and Beyond Award
In April 2018, West Financial Services was honored with the Above and Beyond Award* presented by Employer Support of the Guard and Reserve (a Department of Defense program) State Committees to recognize employers at the local level who have gone above and beyond the legal requirements of the Uniformed Services Employment and Reemployment Rights Act.
BEST PLACES TO WORK FOR FINANCIAL ADVISERS 2018
In March 2018, West Financial Services was named one of the Best Places to Work for Financial Advisers* by InvestmentNews based on workplace policies and practices, and satisfaction surveys that measure the employee experience.
Top Fee-Only Financial Advisors 2018
In January 2018, Glen Buco and Kimberly Cox were listed as top fee-only financial advisers* in Washingtonian magazine.
Patriot Award Presented
In October 2017, Glen Buco, Kimberly Cox, and Kirstie Martinez received the Patriot Award* presented by Employer Support of the Guard and Reserve (a Department of Defense program) Chairman. This award was given based on the support they provided to an employee during her spouse’s deployment overseas in the U.S. Army Reserve.
Top Financial Professionals 2017
Kristan Anderson, Glen Buco, and Kim Cox were named to the Northern Virginia Magazine’s Top Financial Professionals* listing which was featured in the September 2017 issue.
2017 RIA Ranking by Total Assets
In July, West Financial Services was included in Financial Advisor magazine’s “2017 RIA Ranking by Total Assets.”*
300 Top Registered Investment Advisers
In June 2017, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.