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.
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 2021
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.”*