Most parents and grandparents can relate to the challenges of teaching the next generation about money, whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar.
The current volatility has domestic equity markets on edge. Many U.S. equity asset classes and sectors are in negative territory so far this year. One unexpected bright spot in 2025 has been international equities, including emerging markets.
Investing can feel like a juggling act—whether you’re a professional or just trying to keep your family’s finances on track. The flood of data, numbers ticking up and down, and endless stream of opinions can leave your head spinning.
It doesn’t take much to lose trust in a financial planning relationship. I’ve seen it happen in real time when an analysis uses the wrong name in a presentation (not good) or relies on inaccurate spending data (very bad).
Congratulations Glen Buco, CFP® and Victoria Henry, CFP® for being named as Top Fee-Only Financial Advisors by Washingtonian magazine.
Disclosure
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
Our commitment to excellent service extends to not only our clients, but also our employees! We are pleased to announce that in December, West Financial Services was named as one of the Best RIAs to Work for in 2024.
Brian Horan, Abby Just, Matt Cohen, Kirstie Martinez, Brian Mackin, Tanya Carson, Laura Nash, Jonathan Stolz, and Dan Trosch were recognized as Five Star Wealth Managers by Five Star Professional1 in November 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.
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.
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:
