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.
*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
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:
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.
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 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.>>
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
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.
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.
