Recognition

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: 

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.

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.

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. 

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.

In July, West Financial Services was included in Financial Advisor magazine’s “2021 RIA Ranking by Total Assets.”*

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.

Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in January 2021.

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.

Kimberly A. Cox and Matt Cohen were recognized as Five Star Wealth Managers by Five Star Professional* in October 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.

In July, West Financial Services was included in Financial Advisor magazine’s “2020 RIA Ranking by Total Assets.”*

In July 2020, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.

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.

Glen Buco, Kim Cox, and Victoria Grossmann Henry were recognized as Top Fee-Only Financial Planners* by Washingtonian magazine in December 2019.

Kimberly A. Cox and Brian L. Mackin were recognized as Five Star Wealth Managers by Five Star Professional* in October 2019.

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.

In July, West Financial Services was included in Financial Advisor magazine’s “2019 RIA Ranking by Total Assets.”*

In June 2019, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.

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.

Kimberly A. Cox, CFP® was recognized as a Five Star Wealth Manager by Five Star Professional* in October 2018.

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.

In July, West Financial Services was included in Financial Advisor magazine’s “2018 RIA Ranking by Total Assets.”*

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.

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.

In January 2018, Glen Buco and Kimberly Cox were listed as top fee-only financial advisers* in Washingtonian magazine.

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.

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.

In July, West Financial Services was included in Financial Advisor magazine’s “2017 RIA Ranking by Total Assets.”*

In June 2017, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.